Concord CLM

Why Add-to-Calendar Works with Concord CLM

Reduce no-shows and accelerate contract execution by integrating Add-to-Calendar links directly into your Concord CLM workflows.

• Universal Add to Calendar link supports Google, Outlook, Apple, and more.
• No-code setup means you are ready in minutes.
• Brandable invites enhance your professional image.
• Analytics track clicks and attendance, keeping you informed.

Using Calendar Links in Concord CLM Workflows

Turn Concord CLM Activity into Calendar Events

1. Create a CalendarLink for each new or updated contact

Set triggers for new or updated contacts in Concord to automatically initiate CalendarLink events, signaling readiness and organizational efficiency.

2. Send data to CalendarLink

Map contact details, event names, and dates. Optionally capture RSVP responses to confirm participation.

3. Publish the personalized invite

Return the Add-to-Calendar link to share with your clients directly, ensuring they save important dates easily.

Fire Concord CLM Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Select New Upcoming Event or RSVP capture to begin the process, focusing on new engagements.

2. Map Add-to-Calendar Data

Ensure titles, dates, and times are synced, so everyone remains up-to-date.

3. Create a New Document From a Template

Update relevant Concord records or create new documents at the correct moments, utilizing existing templates efficiently.

Pro Tips for Concord CLM and Add-to-Calendar

• Leverage detailed click and attendance analytics to measure event engagement.
• Ensure subscription calendars remain synced effortlessly, preventing missed meetings.
• Optimize time zones and daylight savings for accurate scheduling.
• Utilize Zapier and API integrations to expand functionality without manual effort.