Daylite integrates directly with apps for email, video conferencing, calendar sharing, and contact sharing. These integrations are built into Daylite and maintained by Marketcircle — they do not require an automation platform, third-party add-on, or additional subscription.
Key facts:
Email integrations include Mail in Daylite (built-in), Daylite Mail Assistant for Apple Mail (Mac), and Daylite for Outlook (Mac)
Video conferencing supports Zoom, Microsoft Teams, and Google Meet links in Appointments
Calendar sharing uses the CalDAV protocol and works with Apple Calendar, Google Calendar, and subscribed calendars
Contact sharing uses the CardDAV protocol and works with Apple Contacts on Mac, iPhone, and iPad
Video conferencing accounts are configured in Daylite > Settings > Meetings
Calendar and contact sharing credentials are managed in Account Manager under Integrations
Daylite provides three ways to manage email alongside your CRM data. Each option connects your email to Daylite Contacts, Opportunities, Projects, and other records.
Mail in Daylite is a built-in email feature within the Daylite app. It connects directly to your email provider and lets you read, send, and store emails alongside your Daylite records without leaving the app. Mail in Daylite supports Gmail, Outlook, Office 365, iCloud, Yahoo, AOL, and IMAP accounts.
Daylite shares calendar data using the CalDAV protocol. This lets you view your Daylite Calendar alongside other calendars in compatible apps.
Daylite supports adding video conferencing links from Zoom, Microsoft Teams, and Google Meet directly to your Appointments. When you create or edit an Appointment, you can generate a conferencing link that is included in the invitation.
Configure your conferencing accounts in Daylite > Settings > Meetings.
Daylite shares contact data with Apple Contacts on Mac, iPhone, and iPad using the CardDAV protocol. Your Daylite Contacts appear alongside other contacts in Apple Contacts and sync automatically.
Go to Daylite > Settings > Meetings and connect your Zoom, Microsoft Teams, or Google Meet account. Once configured, you can add conferencing links when creating or editing Appointments.
Yes. Any app that supports the CalDAV protocol can subscribe to your Daylite Calendar. You need the CalDAV credentials from your Account Manager under Integrations.
Daylite shares contacts using CardDAV, which works with Apple Contacts. Direct sync with Google Contacts is not a built-in feature. You can use an automation platform like Zapier to sync contacts between Daylite and Google Contacts — see Automation in Daylite.
Before you start: Calendar and contact sharing credentials are managed in Account Manager, not in Daylite Settings. Sign in to Account Manager first if you need to set up sharing.
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