Redtail Integration When Using Redtail Calendar

For Redtail Integration when using Google Calendar or Microsoft Outlook / Office 365 / Exchange as your primary calendar, Click Here. If you are a financial advisor who uses Redtail as your CRM, we have great news! GReminders integrates directly with Redtail to allow you to: Send Reminders to contacts in Redtail when you schedule […]

Redtail Integration Setup When You Use Google or Outlook Calendar

For Redtail Integration when using Redtail as your primary calendar, Click Here. We have great news for financial advisors who use Redtail as their CRM! GReminders integrates directly with Redtail to allow you to: Send Reminders to contacts in Redtail when you schedule events on your Google or Outlook Calendar Writeback Reminders as Notes in […]

Send SMS Reminders from ActiveCampaign

ActiveCampaign is a powerful CRM that assists users with their customer experience automation.  GReminders is the easy to use automated SMS appointment reminder and scheduling app that eliminates no-shows and the back and forth associated with scheduling. When integrating the two applications, users possess a powerful set of tools that can help their businesses grow […]

Zapier & GReminders

Zapier is a “low code” workflow automation platform. There are thousands of applications and services you can stitch together to create integrations. Here are a few examples of using Zapier with GReminders: Add Emails to a Marketing Automation Campaign (such as MailChimp, Airtable, ClickFunnels, etc…) for anyone who books a meeting with you (w/ or […]

Reschedule and Cancellation Notifications

Would you like to send automated Reschedule and Cancellation Notifications to clients? Be sure your clients understand exactly when meetings will take place, especially when they have been rescheduled, and confirm with clients when appointments are canceled. It’s easy to automate the entire process by setting up Client Reminder Templates in GReminders. No more forgetful […]

Confirming Appointments and Personalizing Reminders with Advanced Participant Data

Would you like to personalize your appointment reminders? Would you like to see your clients’ names when they confirm appointments? When you use GReminders automated scheduling for individual or group events, or if you integrate GReminders with Salesforce, Hubspot, SalesLoft, or other CRMs, individualized meeting participant data are now available to use with GReminders SMS […]