Lead Updates

Why Add-to-Calendar Works with Lead Updates

Use CalendarLink to decrease no-shows and accelerate interaction with streamlined, actionable events integrated seamlessly into Lead Updates.

• Universal Add to Calendar links boost attendance.
• Direct integration cuts setup time to zero.
• Smart reminders ensure you never miss an opportunity.
• Powerful analytics reveal engagement trends.

Using Calendar Links in Lead Updates Workflows

Turn Lead Updates Activity into Calendar Events

1. Capture Intent with Lead Updates Triggers

Utilize triggers like 'New Email' or 'Invite Sent' to detect interest and initiate the Add-to-Calendar workflow.

2. Send Event Data to CalendarLink

Map essential details like names, dates, and descriptions into CalendarLink, also offering RSVP options if needed.

3. Publish the Invite with Add-to-Calendar Links

Generate a personalized Add-to-Calendar link, ready to be shared via web, email, or social channels.

Fire Lead Updates Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Use the 'New or Updated Contact' trigger to start your workflow and manage appointments effortlessly.

2. Map Add-to-Calendar Data

Effortlessly sync titles, dates, times, and attendees' details from CalendarLink to maintain dynamic workflows.

3. Create a new single event

Automatically update a lead's record or trigger a notification by creating new events directly within your system.

Pro Tips for Lead Updates and Add-to-Calendar

• Use click analytics to identify high-interest areas.
• Set smart reminders to reduce forgetfulness.
• Always test different channels for distribution and results.
• Capture RSVP data to customize follow-ups.