Wise Agent CRM

Why Use Calendar Links in Wise Agent CRM

Using CalendarLink's features in Wise Agent CRM reduces no-shows and prompts quicker client actions with just a straightforward Add-to-Calendar option.

• One-click, no-code setup
• Universal “Add to Calendar” links support Google, Outlook, Apple, etc.
• Brandable invites and landing pages
• Smart reminders & notifications

Using Calendar Links in Wise Agent CRM Workflows

Turn Wise Agent CRM Activity into Calendar Events

1. Create a CalendarLink for new leads or updated contacts

When a new lead is created or a contact is updated, capture these intents using triggers in Wise Agent CRM.

2. Send data to CalendarLink

Map fields such as name, date, and description to CalendarLink. Optionally capture RSVP to enhance engagement.

3. Publish the personalized invite

Generate the Add-to-Calendar link, making it easy for clients to save dates across their calendar applications.

Fire Wise Agent CRM Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Select a New Event or RSVP as the trigger for seamless synchronization with Wise Agent CRM.

2. Map Add-to-Calendar Data

Ensure that titles, dates, times, and attendee details are accurately transferred into CRM records.

3. Add/Update Lead/Contact Records

Automatically update contact information or add new leads, keeping your database current and engaged.

Pro Tips for Wise Agent CRM and Add-to-Calendar

• Customize your invites to match branding for stronger client connection
• Analyze click and attendance data for ongoing improvement
• Integrate easily using Zapier, Make, or API
• Utilize smart reminders to keep everyone punctual