Why Add-to-Calendar Works with Wealthbox CRM

Lower your no-show rates and speed up client action with clear calendar-based calls to action.

• Universal Add to Calendar links streamline scheduling.
• Reduce no-shows with smart reminders and notifications.
• Brandable invite pages for a personalized touch.
• Quick, no-code setup means no barriers to use.

How Wealthbox CRM Works with CalendarLink

1. Create a CalendarLink when New or Updated Contact

Use triggers like New or Updated Contact, New Upcoming Event, and New Opportunity to signal a need for engagement.

2. Send data to CalendarLink

Map the contact’s name, event date, and a brief description, with optional RSVP capture for more precise engagement.

3. Publish the personalized invite

Receive your Add-to-Calendar link to share via email and social, ensuring all clients can respond effortlessly.

Fire Wealthbox CRM Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Choose New Event or Updated Contact triggers to initiate your workflow.

2. Map Add-to-Calendar Data

Integrate titles, dates, times, and attendee details seamlessly into Wealthbox.

3. Update Contact or Log Engagement

Use 'Find or Create a Contact' and 'Create Task' actions to ensure all interactions are logged.

Optimising Calendar Links in Wealthbox CRM

• Include detailed descriptions in your invites for clarity.
• Utilize click analytics to refine scheduling strategies.
• Embed calendar links in emails to increase visibility.
• Set reminders to send follow-ups to boost attendance.