CRMNone Integrations

BrokerEngine

BrokerEngine revolutionizes mortgage brokerage, and CalendarLink enhances it with seamless Add-to-Calendar integration, ensuring you focus on closing deals, not scheduling.

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Why Calendar Links Supercharge BrokerEngine

Adding calendar links reduces no-shows and ensures faster follow-ups with potential clients.

  • Universal Add to Calendar for all platforms
  • Smart reminders and notifications
  • Brandable invite & landing pages
  • Click & attendance analytics

Add Calendar Links in BrokerEngine: Triggers & Actions

Transform BrokerEngine Contacts into Calendar Events

1. Initiate a CalendarLink on New or Updated Contact

Use triggers like New Contact Created or Contact Updated in BrokerEngine to start the calendar link process.

2. Align Event Details with CalendarLink

Map names, dates, and descriptions for seamless Add-to-Calendar integration, optionally capturing RSVPs.

3. Deliver the Personalized Invite

Use the Add-to-Calendar link to easily invite clients and ensure they add events directly to their calendars.

Fire BrokerEngine Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Choose the New Event or Updated Contact trigger in BrokerEngine to kickstart workflows.

2. Map Add-to-Calendar Data

Ensure clear flow of event titles, dates, times, and attendees into BrokerEngine.

3. Create a New Task or Update Status

Utilize actions like creating a new task or updating contact status in BrokerEngine to track engagement.

Optimising Calendar Links in BrokerEngine

  • Utilize analytics to track engagement and adjust strategies.
  • Keep brand identity intact with customizable invites.
  • Schedule smart reminders to minimize no-shows.
  • Embed RSVP links for direct responses.
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NationBuilder

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NationBuilder empowers your campaigns and organizations, and with CalendarLink, you can ensure your events are never missed. Add-to-Calendar links make managing participation seamless.

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✔ Unlimited events ✔ Adds-to-Calendar ✔ RSVP ✔ Subscribe-to-Calendar ✔ Notifications