Zoho Billing

Why Use Calendar Links in Zoho Billing

By incorporating Add-to-Calendar links, you can reduce no-shows and accelerate customer interactions within Zoho Billing.

• Universal Add-to-Calendar links for simplicity.
• Improve attendance with smart reminders.
• Brandable invites enhance customer experience.
• Real-time click and attendance analytics for insights.

Using Calendar Links in Zoho Billing Workflows

Turn Zoho Billing Activity into Calendar Events

1. Create a CalendarLink for each new or updated contact

Leverage triggers like New or Updated Contact to signal specific customer intent and automate the calendar invitation process.

2. Send data to CalendarLink

Map customer names, important dates, and descriptions to ensure each calendar link is personalized and effective, with optional RSVP capture to secure compliance.

3. Publish the personalized invite

Gain an Add-to-Calendar link for each customer, ensuring they never miss an important event or payment reminder.

Fire Zoho Billing Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Easily select New Event as a trigger within Zoho Billing to automate calendar-based workflows.

2. Map Add-to-Calendar Data

Synchronize titles, dates, and attendees, ensuring seamless flow of information from CalendarLink to your Zoho Billing system.

3. Create New Customer or Record Payment

Update customer records or record payments as actions once the event data is integrated, utilizing the power of CalendarLink and Zoho Billing combined.

Pro Tips for Zoho Billing and Add-to-Calendar

• Analyze click and attendance data for ongoing improvement.
• Employ smart notifications for timely reminders.
• Customize landing pages for a unified brand experience.
• Experiments with RSVP to capture attendance intent.