Relate

Why Add-to-Calendar Works with Relate

Harness the power of streamlined communication and reduce no-shows with just a click.

• No-code setup enhances user experience.
• Brandable invites improve professional image.
• Smart reminders decrease missed opportunities.
• Click-through analytics optimize event strategies.

Using Calendar Links in Relate Workflows

Turn Relate Activity into Calendar Events

1. Trigger Calendar Events from Relate

Utilize triggers like New or Updated Contact and New Upcoming Event to signal interest.

2. Send Data to CalendarLink

Map contact names, event dates, and descriptions with optional RSVP features for a seamless experience.

3. Publish the Personalised Invite

Retrieve the Add-to-Calendar link and integrate it across web, email, or social platforms.

Fire Relate Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Set up a trigger from a New RSVP or Updated Contact to automate actions.

2. Map Add-to-Calendar Data

Seamlessly flow event titles, dates, and attendee information back into Relate.

3. Create a new entry or update an existing one

Use actions like Update a Contact or Create Note to keep your CRM up-to-date with the latest engagements.

Optimising Calendar Links in Relate

• Leverage brandable pages to enhance client trust.
• Utilize attendance analytics to refine events.
• Capture RSVPs to gauge attendee interest.
• Embed links in communications to boost accessibility.