Copilot CRM

Why Use Calendar Links in Copilot CRM

Lower no-show rates and prompt faster actions by embedding clear Add-to-Calendar calls to action.

• Universal “Add to Calendar” links for Google, Outlook, Apple, and more.
• Smart reminders and notifications reduce no-shows.
• Brandable invites enhance engagement.
• Capture RSVPs quickly and efficiently.

Add Calendar Links in Copilot CRM: Triggers & Actions

Turn Copilot CRM Activity into Calendar Events

1. Create a CalendarLink for each New or Updated Contact

Choose triggers like New Customer or New Contact to automate adding entries to calendars.

2. Map Data to CalendarLink

Feed contact names, dates, and event descriptions into CalendarLink, optionally capturing RSVPs.

3. Publish the Personalised Invite

Generate an Add-to-Calendar link to share with your contacts, ensuring seamless scheduling.

Fire Copilot CRM Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Use New Event or RSVP triggers to capture attendee engagement.

2. Map Add-to-Calendar Data

Import event titles, times, and attendees directly into your CRM.

3. Update Customer Details

Log engagement by updating customer records and actions like Create Invoice.

Optimising Calendar Links in Copilot CRM

• Use click analytics to tailor event reminders.
• Embed Add-to-Calendar in email and social media posts.
• Schedule smart reminders to ensure high attendance.
• Sync subscription calendars to stay current.