Why Use Calendar Links in Proposify

Reduce no-shows and speed up decision-making with clear Add-to-Calendar links in your proposals.

• Create universal Add-to-Calendar links for easy scheduling.
• Enjoy click and attendance analytics for better insights.
• Brand your invites for a seamless client experience.
• Capture optional RSVPs to manage engagements effectively.

How Proposify Works with CalendarLink

Turn Proposify Activity into Calendar Events

1. Use Key Proposify Triggers

Harness triggers like 'Proposal Created' and 'Proposal Signed' to automatically generate calendar events, ensuring all team members stay aligned.

2. Send Data to CalendarLink

Map essential details like client names, proposal dates, and optional RSVP fields to seamlessly integrate with CalendarLink.

3. Publish Your Personalised Invite

Receive an Add-to-Calendar link back and share it instantly through proposals, emails, or social platforms to ensure client attendance.

Fire Proposify Workflows from CalendarLink Triggers

1. Capture a New CalendarLink Event

Select triggers such as 'New Upcoming Event' or 'New RSVP' to initiate workflow actions within Proposify.

2. Map Add-to-Calendar Data

Effortlessly transfer titles, dates, and attendee information into Proposify using secured Add-to-Calendar links.

3. Create a New Proposal

Automatically log engagement or update client records with actions like 'Create Proposal' based on event participation.

Pro Tips for Proposify and Add-to-Calendar

• Use subscription calendars to keep client updates synced automatically.
• Leverage analytics to measure and improve engagement rates.
• Customize invite designs to match your brand identity.
• Implement smart reminders to boost client attendance.