Canopy Connect

Canopy Connect simplifies collecting Dec Pages and insurance info from prospects. Enhance its capabilities with CalendarLink to seamlessly schedule and sync events.

Why Use Calendar Links in Canopy Connect

Reduce no-shows and streamline your workflow with clear Add-to-Calendar options.

  • One-click, no-code setup
  • Universal Add to Calendar integration
  • Brandable invites
  • Smart reminders & notifications

How Canopy Connect Works with CalendarLink

Turn Canopy Connect Activity into Calendar Events

1. Capture Event Data from Triggers

Utilize triggers like New RSVP or Pull Completed to identify key moments.

2. Sync with CalendarLink

Map essential data fields like names, dates, and descriptions, with optional RSVP.

3. Share the Add-to-Calendar Link

Retrieve the personalized Add-to-Calendar link and send it to your audience.

Fire Canopy Connect Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Utilize triggers such as New Event or Updated Contact to start the workflow.

2. Map Add-to-Calendar Data

Transfer titles, dates, periods, and attendee information seamlessly.

3. Find an Event in the System by ID

Log engagement or update a record to keep your Canopy Connect system efficient.

Pro Tips for Canopy Connect and Add-to-Calendar

  • Optimize RSVPs to reduce no-shows
  • Utilize brandable invites for professionalism
  • Keep track of attendance with analytics
  • Adjust workflows based on time-zone compatibility

Ready to get started? Create your free account.

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