Daylite

Daylite + Redtail CRM Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Daylite and Redtail CRM, with as many as 68 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Daylite + Redtail CRM and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Person

Triggers when a new person is created in Daylite.

Create Appointment

Creates a new appointment.

New Appointment

Triggers when a new appointment is created in Daylite.

Create Person

Creates a new person and optionally an associated company.

New Project

Triggers when a new project is created in Daylite.

Create Company

Creates a new company.

New Opportunity

Triggers when a new opportunity is created in Daylite.

Create Opportunity

Creates a new Opportunity.

New Task

Triggers when a new task is created in Daylite.

Create Task

Creates a new task.

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Daylite is a business productivity app that helps you focus more on doing what you love. Manage your contacts, schedules, projects, tasks, sales opportunities, and more – in one place. Share with your team across your Macs, iPhones, and iPads.

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Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.

See Redtail CRM Integrations