Why Add-to-Calendar Works with Pipedrive

Integrating Add-to-Calendar reduces no-shows, ensuring every meeting with potential leads is a step closer to closing deals.

• Universal compatibility with all calendar platforms.
• One-click setup without the need for code.
• Smart reminders to keep everyone on time.
• Boosts attendance with brandable invites.

How Pipedrive Works with CalendarLink

Create Calendar-Effective Actions in Pipedrive

1. Create a CalendarLink for New Deals or Activities

Use common triggers like New Upcoming Event and Updated Deal to effortlessly generate an Add-to-Calendar link for every opportunity.

2. Send Data to CalendarLink

Map critical details including names, dates, and event descriptions. Optionally, capture RSVP data to optimize engagement strategies.

3. Publish the Personalized Invite

Receive the Add-to-Calendar link to share via email, social media, or any platform where your audience engages.

Fire Pipedrive Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Select triggers such as New Event or Updated Person to automate your workflow initiation.

2. Map Add-to-Calendar Data

Title, date, time, and attendees are automatically synced to keep your event data consistent across platforms.

3. Create a new row or update a row

Utilize actions like Create Task or Update Deal to keep your Pipedrive records updated, ensuring each stakeholder is informed.

Optimising Calendar Links in Pipedrive

• Utilize attendance analytics to measure engagement.
• Integrate with Zapier for extensive workflow automation.
• Customize invite pages to reinforce brand identity.
• Schedule smart reminders to reduce last-minute changes.