Compass

Why Use Calendar Links in Compass

Reduce no-shows and speed up responses with clear Add-to-Calendar calls-to-action.

• Universal Add to Calendar links for any platform, including Google and Outlook.
• Brandable invites and landing pages tailored to Compass CRM.
• Integrations available via Zapier and APIs for seamless workflow.
• Smart reminders and notifications keep everyone informed.

How Compass Works with CalendarLink

Turn New Contacts to Calendar Events

1. Create a CalendarLink for Each New or Updated Contact

Use triggers like New or Updated Contact to kickstart your scheduling process, ensuring your contacts never miss important dates.

2. Send Data to CalendarLink

Map names, event dates, and descriptions into CalendarLink, and optionally gather RSVPs for more detailed records.

3. Publish the Personalized Invite

Receive a universal Add-to-Calendar link that you can include in your communications, ensuring seamless event access.

Fire Compass Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Select New Event or RSVP as your trigger to automate your Compass workflows.

2. Map Add-to-Calendar Data

Flow titles, dates, and attendees seamlessly into Compass, ensuring everyone is on the same page.

3. Create a New Lead for Engagement

Update your records or log engagement with Create a New Lead actions, keeping all data synchronized.

Pro Tips for Compass and Add-to-Calendar

• Utilize Click + Attendance analytics to refine your strategies.
• Customize your branding on invites for fuller client engagement.
• Ensure time-zone accuracy to avoid scheduling errors.
• Leverage smart reminders to keep participants informed.