Perfex CRM

Perfex CRM users can now effortlessly integrate calendars with CalendarLink, streamlining your scheduling and boosting engagement.

Why Use Calendar Links in Perfex CRM

Boost your engagement and reduce no-shows with clear, actionable calendar invites.

  • Universal Add to Calendar compatibility
  • No-code, one-click setup
  • Smart reminders & notifications
  • Click + attendance analytics

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.

Fire Perfex CRM Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Choose trigger actions like New Event or Updated Contact to start your workflow.

2. Map Add-to-Calendar Data

Ensure all key event details such as titles, dates, and attendees are accurately transferred.

3. Create a new row or update a row

Automatically update records, create a new task, or log engagement using actions like Create Task or Create Invoice.

Optimising Calendar Links in Perfex CRM

  • Analyze invite open rates with our analytics
  • Use smart reminders to enhance engagement
  • Sync with subscription calendars for up-to-date info
  • Utilize no-code setup for quick deployment

Ready to get started? Create your free account.

No credit card required.
✔ Unlimited events ✔ Adds-to-Calendar ✔ RSVP ✔ Subscribe-to-Calendar ✔ Notifications