Why Add-to-Calendar Works with The Customer Factor

Lower no-shows and boost task efficiency with fast, clear scheduling actions.

• Universal Add-to-Calendar links for all platforms
• Sync your appointments seamlessly with top calendars
• Brandable invites that match your business identity
• Leverage click and attendance analytics

Add Calendar Links in The Customer Factor: Triggers & Actions

Turn The Customer Factor Activity into Calendar Events

1. Create a CalendarLink for each new appointment or invoice

Respond to signals such as New Upcoming Event or New Job through CalendarLink integration to send invites promptly.

2. Send data to CalendarLink

Integrate details by mapping names, dates, and descriptions. Optimize with optional RSVP capture.

3. Publish the personalised invite

Retrieve the Add-to-Calendar link, and share via web, email, or social media effortlessly.

Fire The Customer Factor Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Select the New Event trigger to start the workflow instantly with CalendarLink.

2. Map Add-to-Calendar Data

Ensure accurate flow of titles, dates, and attendee information into The Customer Factor.

3. Create or update a record

Use the Create Job or Invoice action to log and manage engagement seamlessly.

Optimising Calendar Links in The Customer Factor

• Embed links for universal calendar access
• Utilize analytics for insight on attendance patterns
• Sync with time-zone adjustments for global customers
• Customize invitations to reflect your brand