Gainsight

Why Use Calendar Links in Gainsight

Adding Calendar Links to Gainsight ensures faster action and reduced no-shows for your customer interactions.

• Universal Add to Calendar link works across Google, Outlook, Apple, and more.
• Smart reminders and notifications ensure important meetings aren't missed.
• Click + attendance analytics provide insightful engagement metrics.
• Works seamlessly on web, email, social, mobile, and embeds.

Using Calendar Links in Gainsight Workflows

Turn Gainsight Engagement into Calendar Events

1. Trigger on New or Updated Contact

Whenever a new contact is added or updated in Gainsight, trigger an event to ensure customer engagement is maximized.

2. Send data to CalendarLink

Map the name, event dates, and optional RSVP from Gainsight to CalendarLink for seamless integration.

3. Publish the personalised invite

Retrieve the unique Add-to-Calendar link and share it with contacts, boosting interaction and meeting attendance.

Fire Gainsight Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Select triggers like New Event or RSVP to automatically initiate workflows within Gainsight.

2. Map Add-to-Calendar Data

Transfer titles, dates, and attendee details effortlessly from CalendarLink to Gainsight.

3. Save New Activity in Timeline

Log engagement insights using the Save New Activity action in Gainsight, enhancing customer journey tracking.

Pro Tips for Gainsight and Add-to-Calendar

• Utilize attendance analytics to refine follow-up strategies.
• Implement automated reminders to decrease meeting no-shows.
• Customize invite pages for brand consistency.
• Simplify flow with one-click Add to Calendar setup.