Work Smarter CRM Help

Trigger Links

Trigger links allow you to do things like send your contacts a link customized with their information or set "triggers" to fire when someone clicks a link.

Here's how to create them and use them.

To convert a calendar link to one that auto fills the contact details, append the link with this:

If you're using the standard calendar (with no custom form) use this:

&first_name={{contact.first_name}}&last_name={{contact.last_name}}&email={{}}&phone={{}} If you've customised the calendar form to use a custom form (with full name) use this: &full_name={{}}&email={{}}&phone={{}}