Why Add-to-Calendar Works with Copper

CalendarLink dramatically lowers no-shows and ensures immediate action by making event setup and reminders effortless.

• Universal Add to Calendar compatibility for Google, Outlook, Apple, and more.
• Simple one-click, no-code setup directly in Copper.
• Receive smart reminders that respect time-zone changes.
• Access detailed click and attendance analytics.

Using Calendar Links in Copper Workflows

Turn Copper Activity into Calendar Events

1. Create a CalendarLink for each new or updated row

Trigger events with updates like New Upcoming Event, Updated Opportunity Stage, or New Lead in Copper to automatically create calendar entries.

2. Send data to CalendarLink

Map essential details such as the event title, date, time, and descriptions. Optionally capture RSVP responses too.

3. Publish the personalised invite

Receive your Add-to-Calendar link and incorporate it into your communications for seamless inclusion in all major calendar platforms.

Fire Copper Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Utilize triggers like New Event or Updated Lead to kickstart your Copper workflows.

2. Map Add-to-Calendar Data

Automatically include titles, dates, times, and attendee information in your Copper records.

3. Create a new row or update a row

Use actions such as Create Opportunity, Update Lead, or Find a Contact to log new engagements in Copper.

Pro Tips for Copper and Add-to-Calendar

• Embed Add-to-Calendar links directly in email invites for effortless access.
• Utilize attendance analytics to refine your event strategy.
• Schedule reminders that adapt to each attendee's time zone.
• Leverage CalendarLink's Zapier integration to automate Copper workflows.