Using Calendar Links in Perfex CRM Workflows
Turn Perfex CRM Events into Calendar Invitations
1. Create a CalendarLink for new or updated events
Program your workflows to trigger on actions like New or Updated Contact, New Upcoming Event, or New Task in Perfex CRM.
2. Send data to CalendarLink
Map essential details like event name, date, and time, and optionally capture RSVPs for seamless tracking.
3. Publish the personalised invite
Receive an Add-to-Calendar link to share with attendees across platforms.