Roofr

Why Add-to-Calendar Works with Roofr

CalendarLink's Add-to-Calendar features improve Roofr's efficiency with universal compatibility, reducing no-shows and ensuring seamless scheduling.

• Universal Add to Calendar link ensures compatibility with any platform.
• Boosts attendance with smart reminders & notifications.
• Track engagements with click and attendance analytics.
• Easy setup: One-click integration with Roofr.

How Roofr Works with CalendarLink

Turn Roofr Activity into Calendar Events

1. Create a CalendarLink for each new proposal

Automatically trigger CalendarLink events when a new Roofr Lead is created or a Proposal Sent, keeping your team and clients in sync.

2. Send data to CalendarLink

Map proposal names, due dates, and client details directly to CalendarLink. Optionally capture RSVP to gauge interest.

3. Publish the invite

Get the universal Add-to-Calendar link to share with clients and team members, ensuring everyone stays on the same page.

Fire Roofr Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Choose New Event or Updated Contact triggers in CalendarLink to start your Roofr workflows.

2. Map Add-to-Calendar Data

Ensure titles, dates, times, and attendees from the calendar seamlessly integrate with Roofr's workflow.

3. Update your Roofr records

Automatically update your records or send notifications when an event is triggered by CalendarLink.

Pro Tips for Roofr and Add-to-Calendar

• Utilize click analytics to refine your invite strategy.
• Leverage smart reminders to minimize missed appointments.
• Ensure time-zone accuracy to prevent scheduling errors.
• Brand your invites for a professional look.