Workbooks CRM

Why Add-to-Calendar Works with Workbooks CRM

Reduce no-shows and drive engagement by embedding Add-to-Calendar links directly within Workbooks CRM workflows, prompting faster action from your teams.

• Universal 'Add to Calendar' links increase accessibility across platforms like Google and Outlook.
• Brandable invites provide a seamless, custom experience.
• Analytics allow you to track clicks and attendance, optimizing CRM performance.
• Smart reminders reduce the risk of missed appointments due to time zone differences.

Using Calendar Links in Workbooks CRM Workflows

1. Create a CalendarLink for New or Updated Contacts

Leverage triggers like New or Updated Contact and New Sales Lead to signal when to create a CalendarLink event.

2. Send data to CalendarLink

Map essential details like names, dates, and descriptions, and choose to capture RSVPs for a comprehensive setup.

3. Publish the personalised invite

Receive the Add-to-Calendar link, then embed it within your communications, making event additions seamless for users.

Fire Workbooks CRM Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Select triggers such as New Upcoming Event or New RSVP to activate CRM workflows based on calendar interactions.

2. Map Add-to-Calendar Data

Effortlessly map event titles, dates, times, and attendee information from CalendarLink into your CRM system.

3. Create a new row or update a row

Use actions like Create Task or Update Person to respond to calendar interactions, enhancing your CRM's dynamic capabilities.

Optimising Calendar Links in Workbooks CRM

• Embed Add-to-Calendar links in emails, social media, and on web pages to reach attendees wherever they are.
• Utilize click and attendance analytics to identify the most engaging types of events.
• Tailor smart reminders based on insights from past RSVPs to prevent no-shows.
• Sync Subscription calendars so all team members have updated schedules.