Leader CRM

Why Add-to-Calendar Works with Leader CRM

Utilize CalendarLink to lower no-shows and expedite lead engagement with clear scheduling actions.

• Universal Add to Calendar across Google, Outlook, and Apple.
• Smart reminders to keep your team and clients well-informed.
• Brandable pages to maintain your business identity.
• Seamless integration with Leader CRM via Zapier, Make, API & webhooks.

Using Calendar Links in Leader CRM Workflows

Create Calendar Events with Leader CRM Activities

1. Configure CalendarLink for New or Updated Contacts

Use triggers such as New Contact or Updated Contact in Leader CRM to start your scheduling process with CalendarLink.

2. Map Data to CalendarLink

Map names, dates, and descriptions. Capture optional RSVP responses for a streamlined experience.

3. Distribute Personalized Invites

Retrieve the Add-to-Calendar link and share it through email, web, or social channels for immediate access.

Fire Leader CRM Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Choose triggers like New Event or RSVP to initiate workflow actions in Leader CRM.

2. Map Add-to-Calendar Data

Seamlessly import titles, dates, and attendees into Leader CRM, ensuring accurate synchronization.

3. Create or Update a Contact

Use Leader CRM actions such as Create Contact or Update Contact for real-time engagement tracking.

Optimising Calendar Links in Leader CRM

• Ensure all invites use Add to Calendar for universal access.
• Analyze click and attendance data for ongoing improvements.
• Use brandable landing pages for consistent messaging.
• Set smart reminders to reduce last-minute cancellations.