SugarCRM

Why Add-to-Calendar Works with SugarCRM

Lower no-show rates and encourage immediate action with clear Add-to-Calendar options.

• Universal Add-to-Calendar link compatibility (Google, Outlook, Apple).
• Boost attendance with smart reminders and notifications.
• Analytics to track clicks and attendance.
• No-show reduction with synced subscription calendars.

How SugarCRM Works with CalendarLink

Turn SugarCRM Activities into Calendar Events

1. Trigger Action with SugarCRM Events

Utilize triggers such as New or Updated Contact and New Upcoming Event to signal calendar actions.

2. Map Your CRM Data

Assign names and dates to calendar events, with optional RSVP capture for detailed insights.

3. Publish the Invite

Retrieve the Add-to-Calendar link and distribute it through your preferred channels.

Fire SugarCRM Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Start workflows by selecting a New Event trigger or capturing an RSVP.

2. Map Add-to-Calendar Data

Ensure titles, dates, times, and attendees align seamlessly with SugarCRM records.

3. Create a new row or update a row

Update records or log engagement efficiently using actions like Update Record or Create Record.

Pro Tips for SugarCRM and Add-to-Calendar

• Utilize click and attendance analytics for strategic follow-ups.
• Set smart reminders to notify attendees before events.
• Embed Add-to-Calendar links in emails for easy access.
• Leverage timezone-safe settings for global activities.