CRMNone Integrations

Mercury Connect

Mercury Connect is a robust CRM platform designed to track people, opportunities, loan calculations, and compliance. With CalendarLink, you can effortlessly integrate Add-to-Calendar functionality to streamline event management and increase engagement.

Start with CalendarLink
Open in Zapier

Or use Make, our universal links or API.

Why Calendar Links Supercharge Mercury Connect

Calendar links reduce no-shows and drive faster engagement with a clear call-to-action.

  • Universal “Add to Calendar” link compatible with Google, Outlook, Apple, etc.
  • Boosts attendance with smart reminders & notifications.
  • Brandable invitations enhance your professional image.
  • Syncs seamlessly via Integrations like Zapier, Make, and API.

Using Calendar Links in Mercury Connect Workflows

1. Automate CalendarLink for New or Updated Contacts

Set triggers for New Person or Updated Person in Mercury Connect to automatically generate calendar events.

2. Efficiently Map Your Data

Easily map names, dates, and descriptions from Mercury Connect, with an RSVP option, to CalendarLink.

3. Share the Invite Instantly

Once created, get your Add-to-Calendar link back to distribute via email or social platforms.

Fire Mercury Connect Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Select the New Event trigger to start workflows in Mercury Connect when events are added or RSVPed.

2. Map Add-to-Calendar Data

Ensure smooth data flow of titles, dates, and attendees between platforms for streamlined operations.

3. Update an Opportunity Effortlessly

Find or update opportunities in Mercury Connect by leveraging contact updates or new event attendees.

Pro Tips for Mercury Connect and Add-to-Calendar

  • Leverage analytics to refine your event strategies.
  • Customize event invitations to align with your brand identity.
  • Utilize subscription calendars for auto-synced updates.
  • Implement smart reminders to minimize no-shows.
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✔ Unlimited events ✔ Adds-to-Calendar ✔ RSVP ✔ Subscribe-to-Calendar ✔ Notifications