Radius CRM

Radius CRM is your ultimate tool for managing leads and tracking commissions in the insurance industry. Enhance your CRM with CalendarLink’s universal Add-to-Calendar feature to keep schedules synchronized and improve client engagement.

Why Use Calendar Links in Radius CRM

Using CalendarLink within Radius CRM reduces client no-shows and speeds up engagement with automated scheduling.

  • Universal “Add to Calendar” for all platforms
  • Brandable invitations and landing pages
  • Smart reminders to reduce no-shows
  • Seamless integrations via Zapier and API

Adding Calendar Links in Radius CRM: Triggers & Actions

Turn Radius CRM Activity into Calendar Events

1. Create a CalendarLink for New or Updated Contacts

Use triggers such as New or Updated Contact in Radius CRM to kickstart the process with ease.

2. Send Data to CalendarLink

Map client names, event dates, and descriptions to generate personalized calendar invites, with optional RSVP capture.

3. Publish the Personalized Invite

Receive and share the universal Add-to-Calendar link with clients directly from your Radius CRM dashboard.

Fire Radius CRM Workflows from CalendarLink Triggers

1. Capture a New CalendarLink Event

Opt for a New Upcoming Event or RSVP trigger to automate engagement.

2. Map Add-to-Calendar Data

Flow event titles, dates, and invite details effortlessly into your CRM workflow.

3. Create a Lead or Client in Radius

Automatically update client records or log interactions using Radius CRM's actions like creating a Lead or Client.

Optimising Calendar Links in Radius CRM

  • Customize landing pages with your brand
  • Utilize click and attendance analytics for insights
  • Set reminders to minimize missed meetings
  • Sync seamlessly with subscription calendars

Ready to get started? Create your free account.

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