Insurgo

Why Add-to-Calendar Works with Insurgo

CalendarLink turns Insurgo updates into actionable events, reducing no-shows and accelerating client interactions.

• Universal Add-to-Calendar support for any event.
• Brandable invites for a professional touch.
• Smart reminders to keep clients informed.
• Integration via Zapier, Make, API, & webhooks.

How Insurgo Works with CalendarLink

Transform Insurgo Data into Calendar Events

1. Automate Event Creation with Triggers

Utilize triggers like New or Updated Contact and New Upcoming Event to signal intent within Insurgo.

2. Sync Insurgo Data to CalendarLink

Map client names, event dates, and descriptions, with optional RSVP collection for seamless schedule integration.

3. Share Your Custom Invites

Publish personalized Add-to-Calendar links that your clients can access via web or mobile for maximum convenience.

Fire Insurgo Workflows from CalendarLink Triggers

1. Capture a New CalendarLink Event

Choose triggers like New Event or RSVP to start an Insurgo workflow effortlessly.

2. Map Add-to-Calendar Data

Ensure flow of event titles, dates, times, and attendees into Insurgo seamlessly.

3. Update Client Engagement Records

Update existing client records or create new clients using actions like Find or Create Client Tag to maintain engagement logs.

Optimising Calendar Links in Insurgo

• Leverage analytics for actionable insights into attendance patterns.
• Customize invitations to match your brand identity.
• Setup smart reminders to prevent missed appointments.
• Embed links in emails and social media to extend reach.