umsatz.io

Why Calendar Links Supercharge umsatz.io

Boost your CRM efficiency and reduce no-shows by providing easy-to-use scheduling options directly in umsatz.io.

• Universal Add to Calendar compatibility with Google, Outlook, and Apple.
• One-click, no-code setup simplifies integration.
• Gain insights with click and attendance analytics.
• Keep your events updated with subscription calendars that stay synced.

Using Calendar Links in umsatz.io Workflows

Convert umsatz.io Deals into Calendar Events

1. Automate New Deal Creation

Use umsatz.io triggers like New or Updated Contact and New Deal to automatically initiate events when sales opportunities arise.

2. Set Up Event Details

Map out event details, ensuring names, dates, and descriptions are accurate, while optionally capturing RSVP responses.

3. Distribute Your CalendarLink

Retrieve your Add-to-Calendar link to share personalized invitations effortlessly across various platforms.

Fire umsatz.io Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Leverage newly created events and RSVPs from CalendarLink to inform your CRM's workflow immediately.

2. Map Add-to-Calendar Data

Ensure seamless synching of titles, dates, times, and attendee information from CalendarLink into umsatz.io.

3. Update and Engage with Contacts

Use umsatz.io actions like Create Contact or Find a deal by id to update records and maintain engagement.

Optimising Calendar Links in umsatz.io

• Utilize smart reminders to ensure timely follow-ups.
• Leverage event analytics to refine your sales approach.
• Customize invitation pages to match your brand identity.
• Sync subscription calendars to maintain consistent scheduling.