SmartOffice

SmartOffice is a powerful CRM solution designed for insurance agents and financial advisors. Elevate your client engagement by integrating CalendarLink's Add-to-Calendar feature directly into your SmartOffice workflows.

Why Calendar Links Supercharge SmartOffice

Utilizing Add-to-Calendar links drastically reduces no-shows and ensures your clients never miss an appointment.

  • Universal compatibility with Google, Outlook, Apple, etc.
  • One-click, no-code setup for instant integration
  • Real-time analytics to track attendance and engagement
  • Brandable invite pages for a professional touch

Using Calendar Links in SmartOffice Workflows

Turn SmartOffice Activity into Calendar Events

1. Create a CalendarLink for each new or updated contact

Whether it's a new contact or an updated client profile, effortlessly generate an Add-to-Calendar link to keep everyone informed.

2. Send data to CalendarLink

Map client names, meeting dates, and descriptions, capturing RSVP details when needed to enhance organization.

3. Publish the personalized invite

Retrieve your Add-to-Calendar link and integrate it into emails or on your website to invite clients.

Fire SmartOffice Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Select from a new event, updated contact, or RSVP trigger to streamline workflow automations.

2. Map Add-to-Calendar Data

Efficiently manage details such as event titles, dates, times, and attendee information, ensuring seamless synchronization.

3. Add Contact or Update Client Account

Automatically update client records or send notifications when calendar events trigger specific actions, boosting productivity.

Optimising Calendar Links in SmartOffice

  • Use analytics to assess engagement and refine your meetings strategy.
  • Sync events across multiple calendar platforms for seamless accessibility.
  • Customize branding to maintain consistent communication.
  • Utilize smart reminders to keep clients engaged and informed.

Ready to get started? Create your free account.

No credit card required.
✔ Unlimited events ✔ Adds-to-Calendar ✔ RSVP ✔ Subscribe-to-Calendar ✔ Notifications