AgencyZoom

AgencyZoom is tailored specifically for P&C insurance agents, streamlining sales and automation processes. Integrate CalendarLink to effortlessly add universal Add-to-Calendar functionality, increasing your client interaction and reducing no-shows.

Why Use Calendar Links in AgencyZoom

CalendarLink ensures lower no-shows and quicker actions through clear Add-to-Calendar call-to-action buttons.

  • Universal Add-to-Calendar link compatible with all major platforms.
  • Boost attendance with analytics and smart reminders.
  • Customizable and brandable invite pages.
  • Integrate seamlessly with your AgencyZoom workflows.

Add Calendar Links in AgencyZoom: Triggers & Actions

Turn AgencyZoom Activity into Calendar Events

1. Create a CalendarLink for New or Updated Contacts

Capitalize on triggers like New or Updated Contact and New RSVP to pivot prospects into active engagements.

2. Send Data to CalendarLink

Map contact names, event dates, and descriptions to CalendarLink, and optionally capture RSVPs.

3. Publish the Personalized Invite

Generate the Add-to-Calendar link and share it directly from AgencyZoom to amplify attendance.

Fire AgencyZoom Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Select a New Upcoming Event or New RSVP triggers to capture attention.

2. Map Add-to-Calendar Data

Effortlessly map event titles, dates, times, and attendee details into AgencyZoom.

3. Update a Lead or Create a Business Lead

Automatically update a lead or create a new business lead, ensuring every interaction is recorded.

Optimising Calendar Links in AgencyZoom

  • Leverage click analytics to refine invite strategy.
  • Use smart reminders to keep clients engaged.
  • Ensure invites are brand-consistent for recognition.
  • Time-zone adjusted invites break scheduling barriers.

Ready to get started? Create your free account.

No credit card required.
✔ Unlimited events ✔ Adds-to-Calendar ✔ RSVP ✔ Subscribe-to-Calendar ✔ Notifications