Salesforce Essentials

Why Add-to-Calendar Works with Salesforce Essentials

CalendarLink reduces no-shows and ensures swift action with clear Add-to-Calendar buttons inside Salesforce Essentials.

• Universal “Add to Calendar” links for Google, Outlook, Apple, and more.
• One-click, no-code setup for simple integration.
• Smart reminders to ensure attendees are always alerted.
• Real-time analytics to track engagement effectively.

Add Calendar Links in Salesforce Essentials: Triggers & Actions

Turn Salesforce Essentials Activity into Calendar Events

1. Create a CalendarLink for each new or updated contact

Use triggers like New or Updated Contact and New Upcoming Event to signal scheduling needs.

2. Send data to CalendarLink

Map important details such as names, event dates, and descriptions. Opt to capture an RSVP for comprehensive tracking.

3. Publish the personalised invite

Retrieve the Add-to-Calendar link and share it directly through Salesforce engagements effortlessly.

Fire Salesforce Essentials Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Start by selecting a New Event or capturing an RSVP to stay ahead.

2. Map Add-to-Calendar Data

Ensure that titles, dates, times, and attendees are seamlessly integrated into your CRM workflows.

3. Update Records with New Engagements

Use actions like Update Record or Find Record by Query to log every engagement and keep your database current.

Optimising Calendar Links in Salesforce Essentials

• Ensure universal compatibility with your Add-to-Calendar buttons.
• Utilise smart reminders to boost attendance rates.
• Leverage analytics to understand patterns and improve engagement.
• Use brandable invites to maintain a consistent client experience.