Insightly

Why Add-to-Calendar Works with Insightly

With CalendarLink, reduce no-shows and prompt faster engagement with a clear, actionable Add-to-Calendar link.

• Universal Add to Calendar link for all major platforms.
• Track click-through and attendance with detailed analytics.
• Stay synced with subscription calendars.
• Effortlessly handle time-zone changes and daylight-saving adjustments.

Add Calendar Links in Insightly: Triggers & Actions

Use Insightly Triggers to Create Calendar Events

1. Trigger CalendarLink for Each New or Updated Contact

Utilize triggers like New or Updated Contact and New Record to signal event creation opportunities.

2. Send Data to CalendarLink

Map contact names, event dates, and descriptions. Optionally include RSVP information for streamlined event management.

3. Publish the Personalized Invite

Generate the Add-to-Calendar link and distribute effortlessly via email or your preferred platform.

Fire Insightly Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Select triggers like New Event or Updated Contact to initiate data flow and event creation.

2. Map Add-to-Calendar Data

Ensure titles, dates, times, and attendee details are accurately mapped for seamless integration.

3. Update CRM Records

Use actions such as Updates a Record or Creates a Record to log engagement and manage CRM entries accordingly.

Pro Tips for Insightly and Add-to-Calendar

• Leverage analytics to monitor event engagement and refine strategies.
• Use brandable invites for consistent messaging.
• Capture optional RSVPs to gauge interest early.
• Automate reminders for timely actions.