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Daylite + Surefire CRM Integrations

How to connect Daylite + Surefire CRM

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

When this happens...
DayliteDaylite
Appointment Updated

Triggers when an appointment is updated in Daylite.

automatically do this!
Surefire CRMSurefire CRM
Create Contact

Creates a new contact or updates an existing contact.

Supported triggers and actions

What does this mean?

How Daylite + Surefire CRM Integrations Work

  1. Step 1: Authenticate Daylite + Surefire 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 Surefire CRM

Surefire CRM is a multi-faceted mortgage industry CRM marketing platform that offers personalized database marketing with unique content.

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