Why Calendar Links Supercharge Agile CRM

Empower your CRM processes by adding CalendarLink for actionable scheduling and reduced no-shows.

• Universal 'Add to Calendar' links for any platform
• Reduce no-shows with smart reminders
• Boost engagement through brandable invites
• Track attendance with integrated analytics

Using Calendar Links in Agile CRM Workflows

Turn Agile CRM Activity into Calendar Events

1. Leverage New Contact or Event Triggers

Use triggers like New Contact, New Event, or Changed Deal Milestone to signal events that require scheduling.

2. Send Data to CalendarLink

Map your event names, dates, and details directly into CalendarLink, with optional RSVP for additional customization.

3. Publish the Personalized Invite

Receive a unique Add-to-Calendar link to embed in emails, social posts, or your website.

Fire Agile CRM Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Set up triggers for new events or RSVPs to initiate Agile CRM processes.

2. Map Add-to-Calendar Data

Integrate event titles, dates, times, and attendees easily from CalendarLink to streamline your process.

3. Log Engagement or Update Records

Use actions like Add Note, Create Task, or Update Contact to keep your CRM synced with current activity.

Best Practices for automting Agile CRM Calendar Invites

• Leverage analytics to track invite efficacy
• Use smart reminders to minimize no-shows
• Maintain consistent engagement with subscription calendars
• Customize landing pages for an on-brand experience