Your staff wants to book meeting for existing clients, but wants some of the forms pre filled (since we already know the contact information). Lets make it easy to book a meeting from within your CRM record for a customer.

GReminders supports “redirect” links which pull client data directly from your CRM. These use the CRM Contact ID / Account ID and route the link to a Event Type, a General Booking page or even a Routing Form.

For example on every Contact record you could add a field like this:

This will Redirect the user to a Booking Page and all the Form data will be pre filled with all the Contact data from the CRM:

Ok, now lets talk about this URL and how to structure it.

Anatomy of a CRM Scheduling Link

https://app.greminders.com/s/{{COMPANYID}}?object={{OBJECT}}&cid={{RECORDID}}&provider={{PROVIDER}}&r={{REDIRECTURL}}

For the Company ID you need to get your Company ID from Org Settings > General. Replace the company ID with your Company ID

The rest of the URL is made of multiple Parts

Here are a few finished examples:

https://app.greminders.com/s/ede88f07-119b-4918-a869-1ada0e630f13?object=contact&cid=0038Z00002sDsqyQAC&provider=salesforce&r=/o/4b1a057a

https://app.greminders.com/s/ede88f07-119b-4918-a869-1ada0e630f13?object=contact&cid=0038Z00002sDsqyQAC&provider=salesforce&met=index&r=/o/4b1a057a

https://app.greminders.com/s/ede88f07-119b-4918-a869-1ada0e630f13?object=contact&cid=0038Z00002sDsqyQAC&provider=salesforce&r=/o/4b1a057a&met=056a715d-ed67-4afc-b691-bd14baa45943

https://app.greminders.com/s/ede88f07-119b-4918-a869-1ada0e630f13?object=contact&cid=123&provider=redtail&r=/c/michaelscott

https://app.greminders.com/s/ede88f07-119b-4918-a869-1ada0e630f13?cid=123&provider=redtail&r=/c/michaelscott

Now what you want to do is build a “calculated field” in your CRM. In Salesforce create a custom field

In Salesforce Use a Formula Field with a Custom URL

A Formula Field with a HYPERLINK function is the simplest way to create a clickable link with a custom URL in Salesforce.

1. Navigate to Object Manager:
   • Go to Setup in Salesforce.
   • Click Object Manager and select the object where you want to add the field (e.g., Account, Contact, or a custom object).
2. Create a New Field:
   • Click Fields & Relationships > New.
   • Select Formula as the field type and click Next.
3. Configure the Formula Field:
   • Field Label: Enter a name (e.g., “Custom URL Link”).
   • Field Name: Auto-populates based on the label (e.g., Custom_URL_Link).
   • Formula Return Type: Select Text (since the output will be a clickable link).
   • Click Next.
4. Write the Formula:
   • Use the HYPERLINK function to create a clickable link. The syntax is: HYPERLINK(url, friendly_name, [target])
     • url: The custom URL (can be static or dynamic using field values).
     • friendly_name: The display text for the link.
     • target (optional): Specifies how the link opens (e.g., _blank for a new tab).
   • Example: To create a link to a specific website or a dynamic URL based on a field (e.g., Website field on the Account object):
   • Data Type Formula:
   • HYPERLINK("https://app.greminders.com/s/323bc4d1-545e-42e5-a5a4-6b882d1ed79b?object=Contact&cid="& Id &"&provider=salesforce&r=/o/4b1a057a", "Book Meeting", "_blank")
5. Set Field-Level Security:
   • Choose which profiles can view or edit the field.
   • Click Next.
6. Add to Page Layout:
   • Select the page layouts where the field should appear.
   • Click Save.
7. Test the Field:
   • Go to a record of the object (e.g., an Account record).
   • Verify that the field displays as a clickable link that directs to the custom URL.

Once you set this up its just works.

If you need help with this please contact [email protected] and we will help you set this up.

Happy Scheduling!