Overloop

Why Add-to-Calendar Works with Overloop

Calendar links in Overloop reduce no-shows and ensure clear next steps, accelerating your deal flow.

• One-click, no-code setup for easy integration.
• Smart reminders & notifications decrease missed appointments.
• Universal 'Add to Calendar' links are compatible with Google, Outlook, Apple, and more.
• Analyze engagement with click and attendance analytics.

Using Calendar Links in Overloop Workflows

Turn Overloop Activity into Calendar Events

1. Automate Calendar Invites with Overloop Triggers

Set triggers like New or Updated Contact or Deal Created to automatically create calendar events.

2. Map Your Event Details

Synchronize names, dates, and descriptions to seamlessly populate calendar information. Optionally capture RSVPs for more data insights.

3. Publish the Personalized Invite

Receive your unique Add-to-Calendar link and share it, ensuring every stakeholder is aligned and informed.

Fire Overloop Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Select triggers such as New Upcoming Event or New RSVP to trigger follow-up workflows in Overloop.

2. Map Add-to-Calendar Data

Effortlessly align titles, dates, and attendees, enhancing precision in your CRM records.

3. Create or Update Overloop Records

Use actions like Create Prospect or Update Organization to log engagement and keep your CRM updated.

Optimising Calendar Links in Overloop

• Customize invites to reflect your brand.
• Use attendance analytics to refine follow-ups.
• Sync subscription calendars to ensure up-to-date information.
• Leverage time-zone support for global reach.