CRM PipeRun

Why Calendar Links Supercharge CRM PipeRun

Incorporating Calendar Links into CRM PipeRun significantly reduces no-shows and accelerates deal closures with clear, timely CTAs.

• Universal compatibility with Google, Outlook, and Apple calendars.
• Boost attendance with smart reminders and notifications.
• Brandable invite and landing pages for consistent customer experience.
• Zero-code setup simplifies implementation for your team.

Using Calendar Links in CRM PipeRun Workflows

Transform CRM PipeRun Activities into Calendar Events

1. Create a CalendarLink for each new or updated contact

Responsive triggers like New or Updated Contact, New Upcoming Event, or New Deal in CRM PipeRun signal the perfect moment to generate a CalendarLink for seamless scheduling.

2. Send data to CalendarLink

Effortlessly map details such as name, date, and description, with an option to capture RSVP, ensuring everything is organized efficiently.

3. Publish the personalized invite

Retrieve the 'Add to Calendar' link and share it to maintain engagement across web, email, and mobile platforms.

Fire CRM PipeRun Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Select triggers such as New Event or Updated Contact within CalendarLink to keep your CRM PipeRun updated in real time.

2. Map Add-to-Calendar Data

Streamline workflows by importing titles, dates, times, and attendees from CalendarLink into CRM PipeRun, enhancing operational efficiency.

3. Create a new deal or update an existing one

Utilize common actions such as Create a New Deal or Update a Deal to ensure your sales data remains current and actionable.

Optimising Calendar Links in CRM PipeRun

• Utilize the click and attendance analytics to refine event strategies.
• Customize invite pages to match your brand effortlessly.
• Utilize subscription calendars for real-time syncing and updates.
• Leverage time-zone and daylight-saving safe features to avoid scheduling mishaps.