OpenCRM

Why Add-to-Calendar Works with OpenCRM

Embedding Add-to-Calendar links directly in OpenCRM reduces no-shows and prompts quicker client engagements.

• Universal “Add to Calendar” compatibility: Google, Outlook, Apple, etc.
• Click + attendance analytics for strategic insights.
• One-click, no-code setup streamlines implementation.
• Smart reminders ensure timely attendance.

Using Calendar Links in OpenCRM Workflows

Add Calendar Links in OpenCRM: Triggers & Actions

1. Create a CalendarLink for New and Updated Contacts

Set up triggers in OpenCRM whenever a new contact is added or existing contact is updated to create corresponding calendar events.

2. Send data to CalendarLink

Map contact names and event details such as dates and descriptions, with an optional RSVP to gather attendees efficiently.

3. Publish the personalised invite

Obtain the Add-to-Calendar link and embed it in your communications for instant client access.

Fire OpenCRM Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Select the New Event trigger to seamlessly manage entries when a CalendarLink event is created.

2. Map Add-to-Calendar Data

Integrate event titles, dates, times, and attendee information effortlessly into OpenCRM.

3. New/Update Activity in OpenCRM

Automatically update OpenCRM records to reflect engagement or log new opportunities as they arise.

Optimising Calendar Links in OpenCRM

• Use analytics to track invite engagement and improve follow-up strategies.
• Ensure timezone and daylight-saving compliance for global clients.
• Embed links directly into customer communication to avoid no-shows.
• Leverage smart reminders for crucial project deadlines.