If you’re searching for a Daylite + answering service integration, you’re probably looking for ways to make your business run more smoothly and ensure you never miss an important call. With Upfirst, an AI answering service, and Daylite, a leading CRM and productivity tool for small businesses, you can connect the two using Zapier—unlocking powerful automations that save time and improve your customer experience. This guide explains what’s possible, how it works, and how to set it up, step by step.

What is Daylite?

Daylite is a CRM (customer relationship management) and project management app designed for small businesses, especially in industries like law, real estate, and consulting. With Daylite, you can manage contacts, track leads and opportunities, organize projects, schedule appointments, and collaborate with your team—all in one place. It’s a popular choice for businesses that need to keep track of client communications and manage follow-ups efficiently.

What can you do with Daylite and Upfirst’s AI answering service?

Connecting Daylite with Upfirst’s AI answering service via Zapier means every phone call handled by your AI receptionist can automatically update your Daylite CRM. Here are some of the most useful ways small business owners use this integration:

1. Automatically create or update contacts and opportunities after each call

How it works:
After every call, Upfirst sends details like the caller’s name, phone number, and any custom information your AI receptionist collected (such as email, property address, or case details) to Zapier. Zapier then checks Daylite to see if that person already exists. If not, it creates a new contact and—even better—creates a new opportunity (deal, case, or lead) with all the info pre-filled.

Why you want this:
You never have to manually enter caller details again. For example, a law firm can instantly log new potential clients and their case types, while a real estate agent can track new buyer leads with their budget and property preferences.

2. Log call summaries and transcripts directly into Daylite notes

How it works:
Every time Upfirst completes a call, it sends a full summary and transcript to Zapier. Zapier then creates a note in Daylite attached to the relevant contact, so your team can review exactly what was discussed—no more scribbled post-its or missed details.

Why you want this:
You’ll have a searchable, permanent record of every call, making it easy to keep your team on the same page and provide better follow-up.

3. Create follow-up tasks and appointments automatically

How it works:
If your AI receptionist collects information that indicates a follow-up is needed—such as a request for a call back, a meeting, or an urgent issue—Zapier can automatically create a task or appointment in Daylite for the right team member.

Why you want this:
You’ll never forget to follow up, and your team can respond faster to hot leads or urgent matters. For example, a real estate agent can be automatically reminded to schedule a showing, or a law firm can follow up on urgent client needs.

4. Route urgent calls or qualified leads for special handling

How it works:
With Zapier’s filters, you can set rules so that only certain calls trigger actions in Daylite. For instance, if a caller says it’s an emergency, you can create a high-priority task in Daylite and send an email alert to your team.

Why you want this:
You avoid cluttering your CRM with every single call, focusing only on the ones that matter most—like urgent client inquiries or high-value leads.

What actions can you trigger in Daylite after our virtual receptionist answers a call?

With the Daylite answering service integration, you can automate the following actions in Daylite after each call:

• Create: Appointment, Person, Company, Opportunity, Task, Note, Project, Opportunity for Person
• Update: Appointment, Company, Opportunity, Person, Task, Project
• Search: Find Person, Company, Opportunity, Note, Project (and create if none are found)

This means you can create new records, update existing ones, and ensure your database is always up to date—without lifting a finger.

How to connect Daylite to Upfirst

Setting up your Daylite virtual receptionist integration via Zapier is straightforward. Here’s how to do it:

1. Sign up for Zapier
   If you haven’t already, create a free Zapier account at zapier.com.
2. Connect Upfirst to Zapier
   • In Zapier, click “Create Zap.”
   • For the trigger app, search for “Upfirst.”
   • Select the “Call Completed” trigger. This will run every time your AI receptionist finishes a call.
3. Connect your Daylite account
   • For the action app, search for “Daylite.”
   • Choose the action you want (e.g., Create Person, Create Note, Create Opportunity).
   • Connect your Daylite account and grant permission.
4. Map call data to Daylite fields
   • Zapier will show you all the information from the call (caller ID, transcript, call summary, and any custom questions you asked).
   • Match these fields to the corresponding fields in Daylite (e.g., name, phone, notes, opportunity details).
5. Add filters or conditions (optional)
   • If you only want certain calls to create records (like new leads or emergencies), add a Filter step in Zapier.
   • For example, only continue if the “urgency” field is set to “yes.”
6. Test your Zap
   • Zapier lets you test the integration to make sure data flows correctly into Daylite.
   • Once satisfied, turn your Zap on.
7. Go live
   • From now on, every call handled by your AI receptionist will automatically update your Daylite CRM.

Whether you run a law firm, real estate agency, or consulting business, a Daylite answering service integration with Upfirst can cut manual admin, speed up response times, and help you deliver a professional, consistent experience to every caller. Give it a try and see how much smoother your business can run.