The Customer Factor

Why Calendar Links Supercharge The Customer Factor

Reducing no-shows and increasing engagement has never been easier with Add-to-Calendar links.

• Universal Add-to-Calendar link for Google, Outlook, Apple, and more
• Integrations via Zapier, Make, API & webhooks
• Click + attendance analytics to track performance
• Subscription calendars remain synced effortlessly

Using Calendar Links in The Customer Factor Workflows

Turn The Customer Factor Activity into Calendar Events

1. Create a CalendarLink for each new or updated contact

Utilize triggers like New or Updated Contact, New Upcoming Event, and New Prospect as signals to engage clients with calendar invites.

2. Send data to CalendarLink

Map details like contact name, event date, and description while gathering optional RSVP feedback.

3. Publish the calendar invite

Retrieve the Add-to-Calendar link instantly to share with clients, boosting attendance rates.

Fire The Customer Factor Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Select triggers like New Event or Updated Contact to start the integration process.

2. Map Add-to-Calendar Data

Ensure smooth data flow by syncing titles, dates, and times directly into your workflows.

3. Create a Customer or Job Record

Use actions like Create Customer or Create Job to log every interaction and optimize client management.

Best Practices for automating The Customer Factor Calendar Invites

• Utilize analytics to optimize attendance rates by monitoring click and attendance data
• Ensure reminders are smart and timely to reduce no-shows
• Leverage integration capabilities via Zapier to expand functionality
• Craft personalized invite messages to enhance client experiences