Pleo

Why Add-to-Calendar Works with Pleo

Reduce no-shows and clearly communicate your financial interactions with CalendarLink's Add-to-Calendar feature integrated with Pleo.

• Universal one-click Add to Calendar feature
• Brandable invite pages enhance company image
• Smart reminders boost attendance
• Seamless Zapier and API integrations

Using Calendar Links in Pleo Workflows

Turn Pleo Activity into Calendar Events

1. Create a CalendarLink for each new or updated contact

Signal intent by capturing details when a new or updated contact is added to Pleo.

2. Send data to CalendarLink

Map names, dates, and descriptions from Pleo events, optionally capturing RSVP for more clarity.

3. Publish the personalised invite

Receive your custom Add-to-Calendar link, ready for distribution and action.

Fire Pleo Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Begin capturing data by selecting a New Event or RSVP trigger in CalendarLink.

2. Map Add-to-Calendar Data

Effortlessly funnel titles, dates, times, and attendee lists into your Pleo system.

3. Create a new row or update a row

Streamline engagement by updating records with Pleo's action features such as Creates employee in Pleo or Updates an Employee.

Pro Tips for Pleo and Add-to-Calendar

• Use click and attendance analytics to measure engagement
• Utilise smart reminders to ensure attendee readiness
• Ensure integration compatibility using API connections
• Leverage timezone-safe links to avoid scheduling conflicts