AlterEstate

Why Use Calendar Links in AlterEstate

CalendarLink reduces no-shows by providing clear, actionable invites to clients in AlterEstate.

• Universal “Add to Calendar” integration for Google, Outlook, Apple, etc.
• Automatic syncing with subscription calendars for up-to-date events.
• Smart reminders and notifications to keep clients engaged.
• Powerful click and attendance analytics for better insights.

Using Calendar Links in AlterEstate Workflows

Transform New Leads into Calendar Events

1. Create a CalendarLink for Each New Lead on Round Robin

Use the New Lead on Round Robin trigger within AlterEstate to signal when a potential client shows interest.

2. Send Data to CalendarLink

Map relevant details like names and dates to the CalendarLink, ensuring clients get complete and inviting schedules.

3. Publish the Personalized Invite

Receive your Add-to-Calendar link back and share it directly with your clients, ensuring they never miss an appointment.

Fire AlterEstate Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Select triggers such as New Event or Updated Contact to initiate workflows in AlterEstate.

2. Map Add-to-Calendar Data

Seamlessly integrate titles, dates, and attendee details into your AlterEstate records.

3. Create a New Deal

Leverage the actionable insights from CalendarLink analytics to update your records and create new deals within AlterEstate.

Optimising Calendar Links in AlterEstate

• Utilize click analytics to optimize your invitations for better client engagement.
• Choose subscription calendars to ensure all team members remain informed.
• Adjust settings for time-zone safety across all your client interactions.
• Use no-code setup options to embed CalendarLink effortlessly.