Launch HubSpot Workflows after Meeting Scheduling

If you are using GReminders’ booking links for your clients and prospects in conjunction with your HubSpot account, we have good news for you: GReminders now has the ability to launch your contact-based workflow templates in HubSpot based on your event types. Understanding HubSpot Workflows The workflows tool in HubSpot enhances your marketing efforts and […]

Automating Activity Templates in Redtail

Activity Templates in Redtail and Their Limitations In the realm of Customer Relationship Management (CRM) systems, efficiency and automation play pivotal roles in streamlining workflows. However, users of the Redtail CRM have often grappled with a notable limitation— the inability to trigger Activity Templates automatically. This void in functionality has been a notable pain point […]