Why Add-to-Calendar Works with Capsule CRM

Reduce no-shows and keep your team in sync with quick Add-to-Calendar links, making event scheduling from Capsule CRM a breeze.

• Universal compatibility with Google, Outlook, Apple, and more.
• Quick, no-code setup for effortless integration.
• Smart reminders ensure timely task completion.
• Boost attendance with personalized invites.

Using Calendar Links in Capsule CRM Workflows

Turn Capsule CRM Activity into Calendar Events

1. Create a CalendarLink for each new or updated task

Whenever you have a New or Updated Task, New Upcoming Event, or New Opportunity in Capsule CRM, it's a perfect trigger to create an Add-to-Calendar link.

2. Send data to CalendarLink

Map the task or event details such as names, dates, descriptions, and optionally, capture RSVPs for more engagement.

3. Publish the personalized invite

Receive the Add-to-Calendar link and share it effortlessly via email, social media, or embed it directly.

Fire Capsule CRM Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Select a New Event or RSVP as a trigger to initiate a Capsule CRM workflow.

2. Map Add-to-Calendar Data

Synchronize titles, dates, times, and attendees directly from CalendarLink, ensuring your Capsule CRM stays updated.

3. Create or Update an Entity

Update an existing contact or create a new project based on event engagement, streamlining Capsule CRM actions.

Optimising Calendar Links in Capsule CRM

• Utilize analytics to monitor invite clicks and engagement.
• Customize your landing pages for effective branding.
• Leverage smart reminders to ensure task completion.
• Use subscription calendars to keep everyone in sync.