Why Add-to-Calendar Works with Redtail CRM

Integrate CalendarLink to cut down on no-shows and ensure swift responses with clear CTAs built right into your CRM processes.

• Universal Add-to-Calendar link for major platforms
• Brandable invites that capture attention
• Insightful click and attendance analytics
• Helps reduce no-shows with smart reminders

Using Calendar Links in Redtail CRM Workflows

Turn Redtail CRM Activity into Calendar Events

1. Create a CalendarLink for each new or updated contact

Leverage triggers like New or Updated Contact and Activity Created to signal intent and begin the calendar invite process.

2. Send data to CalendarLink

Map critical fields such as names, dates, and descriptions, and optionally capture RSVPs for seamless data integration.

3. Publish the personalised invite

Retrieve the Add-to-Calendar link to share as a personal invitation directly within Redtail CRM.

Fire Redtail CRM Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Select triggers like New Upcoming Event or New RSVP to automatically initiate Redtail CRM workflows.

2. Map Add-to-Calendar Data

Ensure titles, dates, times, and attendee details flow smoothly into your Redtail CRM to keep everything synced.

3. Create or update a contact or opportunity

Seamlessly update a contact or opportunity, keeping your CRM engagement logs accurate and up-to-date.

Pro Tips for Redtail CRM and Add-to-Calendar

• Use click analytics to refine your invitations
• Customise invite branding to align with your business image
• Leverage smart reminders to ensure event attendance
• Sync subscription calendars to keep everyone updated