Pipeline CRM

Why Calendar Links Supercharge Pipeline CRM

Reduce no-shows and encourage faster action with a clear Add-to-Calendar CTA.

• Universal Add-to-Calendar compatibility for Google, Outlook, Apple, and more.
• Brandable invite pages for consistent branding.
• Analytics to track clicks and attendance.
• Timezone-safe scheduling, avoiding missed events.

How Pipeline CRM Works with CalendarLink

1. Create a CalendarLink for Each Deal

Use triggers like New Deal or Deal Status Changed to signal the need for a new calendar event.

2. Send Data to CalendarLink

Map fields such as name, event date, and description, and optionally capture RSVP details.

3. Publish the Personalized Invite

Receive the universal Add-to-Calendar link, ready to share with your contacts.

Fire Pipeline CRM Workflows from CalendarLink Triggers

1. Capture a New CalendarLink Event

Select triggers like New Upcoming Event or New RSVP to start the process.

2. Map Add-to-Calendar Data

Seamlessly integrate titles, dates, times, and attendee information into your CRM.

3. Create a new Deal or Update Existing Records

Automatically update deals or log engagement with actions like Update Deal or Find or Create Deal.

Pro Tips for Pipeline CRM and Add-to-Calendar

• Monitor click analytics to adjust your strategy.
• Use smart reminders to enhance event attendance.
• Keep invites brand-consistent with custom pages.
• Ensure timezone and daylight savings compatibility.