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Daylite + Redtail CRM Integrations

How to connect Daylite + Redtail CRM

Zapier lets you send info between Daylite and Redtail CRM automatically—no code required.

When this happens...
DayliteDaylite
Appointment Updated

Triggers when an appointment is updated in Daylite.

automatically do this!
Redtail CRMRedtail CRM
Create Activity

Creates a new activity in your database.

Supported triggers and actions

What does this mean?

How Daylite + Redtail CRM Integrations Work

  1. Step 1: Authenticate Daylite + Redtail CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

About Daylite

Daylite is a CRM for macOS & iOS that helps you and your team manage more clients, close more deals, and finish more projects. It works with many of the built-in Apple features you know and love like Apple Mail, Contacts, Calendar, Siri, and more!
Learn More

Related categories

  • CRM (Customer Relationship Management)

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About Redtail CRM

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.
Learn More

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