Why Add-to-Calendar Works with Salesforce

Boost attendance and accelerate customer actions with effortless calendar integration.

• Universal Add-to-Calendar links for all calendar types
• No-code setup streamlines workflow integration
• Analytics to measure click-through rates and attendance
• Customizable brandable invites enhance professionalism

Add Calendar Links in Salesforce: Triggers & Actions

Turn Salesforce Activity into Calendar Events

1. Capture New or Updated Contacts

Use triggers like New or Updated Contact or New Lead to detect intent and create opportunities.

2. Send Data to CalendarLink

Map important details like names, event dates, and descriptions. Optionally, capture RSVP responses.

3. Publish the Event Invite

Receive an Add-to-Calendar link to share seamlessly across platforms, enhancing accessibility.

Fire Salesforce Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Select triggers such as a New Event or Updated Contact to keep data updated and relevant.

2. Map Add-to-Calendar Data

Map titles, dates, and attendees directly into Salesforce fields effortlessly.

3. Update Contact and Lead Records

Use actions like Update Contact or Create Record to synchronize new opportunities.

Pro Tips for Salesforce and Add-to-Calendar

• Use subscription calendars to keep updated in real-time
• Deploy smart reminders to reduce no-shows
• Analyze click and attendance data to optimize timing and messaging
• Embed calendar links in CRM workflows to enhance customer engagement