Clarity CRM

Why Use Calendar Links in Clarity CRM

Reduce no-shows and expedite decision-making by integrating clear Add-to-Calendar call-to-actions within Clarity CRM.

• Universal Add-to-Calendar links for Google, Outlook, Apple, and more.
• One-click, no-code setup for fast deployment.
• Smart reminders that enhance attendee engagement.
• Insightful click and attendance analytics to assess performance.

Using Calendar Links in Clarity CRM Workflows

1. Trigger CalendarLink from New or Updated Contacts

Every time a contact is created or updated, trigger a CalendarLink to provide instant scheduling options in their preferred calendar.

2. Send Data to CalendarLink

Map fields such as names, dates, and descriptions. Optionally, capture RSVP responses to track engagement.

3. Publish the Invite

Retrieve the Add-to-Calendar link and share it directly with your contacts, enhancing their scheduling convenience.

Fire Clarity CRM Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Select a new event, RSVP, or updated contact as a trigger to streamline your CRM activities.

2. Map Add-to-Calendar Data

Accurately pull titles, dates, and attendee details into your workflows for seamless calendar integration.

3. Find or Create Lead

Use the flowing data to update records or create new leads, ensuring real-time CRM engagement and accurate record-keeping.

Optimising Calendar Links in Clarity CRM

• Leverage attendance analytics to track meeting effectiveness.
• Customize invite pages to match your brand.
• Utilize smart reminders for reduced no-shows.
• Bit-time automated workflows to improve efficiency.