IRIS CRM

Why Add-to-Calendar Works with IRIS CRM

Boost participation and streamline actions by using our Add-to-Calendar feature, making sure your events never go unnoticed.

• Universal Add to Calendar link compatible with Google, Outlook, Apple, and more.
• Track click and attendance analytics to measure event success.
• Seamless integration with IRIS CRM via Zapier.
• Automatic time-zone adjustments to prevent scheduling issues.

Using Calendar Links in IRIS CRM Workflows

Turn IRIS CRM Activity into Calendar Events

1. Create a CalendarLink for Key Activities

Set up triggers such as Lead Created, New Upcoming Event, or Ticket Created to signal a need for calendar events.

2. Send Data to CalendarLink

Map essential information like event names, dates, and descriptions. Optionally, capture RSVPs for better engagement tracking.

3. Publish the Personalized Invite

Receive the Add-to-Calendar link and embed it in emails, websites, or communication channels for easy access.

Fire IRIS CRM Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Use triggers like New Upcoming Event or RSVP to initiate actions within IRIS CRM.

2. Map Add-to-Calendar Data

Ensure event titles, dates, and attendees are accurately transferred to IRIS CRM for seamless record-keeping.

3. Create or Update Records Automatically

Update an existing ticket or create a new lead in IRIS CRM using the data captured from calendar events.

Optimising Calendar Links in IRIS CRM

• Customize calendar invites to reflect your brand and enhance engagement.
• Analyze click and attendance data for continual improvement.
• Utilize smart notifications to remind attendees automatically.
• Ensure syncing with subscription calendars to prevent scheduling conflicts.