Upnify

Upnify, a powerful CRM platform for sales teams, now integrates seamlessly with CalendarLink. Effortlessly add events to any calendar and streamline your workflow.

Why Calendar Links Supercharge Upnify

CalendarLink reduces no-shows and accelerates action by providing clear, effortless scheduling.

  • Universal Add to Calendar links for every event
  • Brandable invites to match your Upnify style
  • Click and attendance analytics to measure engagement
  • Time-zone and daylight-saving safe, eliminating confusion

Using Calendar Links in Upnify Workflows

Turn Upnify New Leads into Calendar Events

1. Create a CalendarLink for New or Updated Contact

When a new contact is added or an existing one is updated, create an Add-to-Calendar link to streamline scheduling follow-ups.

2. Send Data to CalendarLink

Map contact names, dates, and event details, optionally capturing RSVP responses to optimize follow-ups.

3. Publish the Personalized Invite

Receive your Add-to-Calendar link instantly and embed it into your emails or CRM communications.

Fire Upnify Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Select New Event or RSVP triggers to activate workflow processes from CalendarLink data.

2. Map Add-to-Calendar Data

Seamlessly stream event titles, dates, and attendee lists straight into Upnify’s CRM.

3. Create a New Client or Prospect

Automatically update or create a new client record in Upnify, sending messages or logging engagement instantly.

Optimising Calendar Links in Upnify

  • Utilize attendance analytics to refine your scheduling
  • Leverage brandable invites for a consistent experience
  • Sync subscription calendars for continuous updates
  • Employ smart reminders to boost client engagement

Ready to get started? Create your free account.

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