Upsales

Why Add-to-Calendar Works with Upsales

CalendarLink reduces no-shows and encourages faster action with clear and easy-to-use scheduling options integrated directly into Upsales.

• Universal Add-to-Calendar links compatible with Google, Outlook, and Apple.
• Boosts attendance through smart reminders and notifications.
• Brandable invite and landing pages enhance your customer engagement.
• Streamlined no-code setup saves time and effort.

Add Calendar Links in Upsales: Triggers & Actions

Turn Upsales Contacts into Calendar Events

1. Trigger Events with Upsales

When a new contact is added or an opportunity arises in Upsales, use these triggers to create events and appointments.

2. Send Data to CalendarLink

Map contact names, dates, and descriptions to CalendarLink events, with an optional RSVP feature for better engagement.

3. Publish the Invite

Retrieve the Add-to-Calendar link and insert it into your communications for seamless scheduling.

Fire Upsales Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Utilize new event or RSVP captures in CalendarLink as triggers in Upsales.

2. Map Add-to-Calendar Data

Transfer event titles, dates, times, and guest lists flawlessly into Upsales for comprehensive record-keeping.

3. Create a New Activity or Update Records

Automatically update contacts or log new activities based on calendar engagements, using Upsales actions.

Optimising Calendar Links in Upsales

• Customize brandable landing pages to reflect your corporate identity.
• Use click and attendance analytics to refine your approach.
• Leverage smart reminders to minimize missed appointments.
• Ensure all invites are time-zone and daylight-saving compliant to avoid confusion.