Sending Text Reminders with ActiveCampaign
Reduce your No Show Rate on your ActiveCampaign Meetings by sending Text or SMS Reminders prior to your ActiveCampaign Contacts.
Category: Other Integrations
SmartOffice Integration
Using SmartOffice as your CRM? Here is the GReminders Integration Get the following benefits when connecting SmartOffice and GReminders together: Start a Free Trial today. For help connecting GReminders to SmartOffice, Click Here Any questions, email to [email protected]
SmartOffice Setup Connection Instructions
Follow the instructions in this article to quickly integrate GReminders with SmartOffice. Setting up User Rights in SmartOffice for GReminders In SmartOffice, go to Setup > User Accounts > User Rights Under the Licenses Section, scroll down to Integrations and select GReminders. Next, you’ll need to gather additional information that you’ll use in GReminders to […]
Asana Integration
Asana is one of the most popular Project Management Applications out there. Founded in 2008 by one of the Facebook Co-Founders, it has some 150,000+ Customers. If you are using Asana to manage internal or project work you can now automatically push AI Notetaker Tasks (Post Meeting) directly to your Asana Projects. Here is how […]
Monday Integration
Monday.com stands out as a leading platform for project management. With its versatile tools, it simplifies the coordination of both internal and external projects. Now, you can seamlessly integrate AI Notetaker Tasks (Post-Meeting) into your Monday.com workflows, enhancing your project tracking with minimal effort.Here’s how to get started. Setup First, go to Org Settings > […]
Notion Integration
Notion is a popular all-in-one workspace that helps users organize tasks, notes, and projects. Launched in 2013, it has gained millions of users for its flexibility and ease of use. If you use Notion to manage your work, you can now automatically add AI-generated tasks (from post-meetings) directly to your Notion pages. This makes it […]
Make GReminders a Trusted App in Google Workspace
AI features within GReminders are transformational for Financial Services and other Professionals. The more data AI has the more useful it becomes for you as an Assistant. Some examples what we do with Email: Google and GReminders take security very seriously. Please visit the GReminders Security Page and or request our Security Whitepaper from your […]
Email Permissions
You may encounter GReminders asking for more Email permissions when either logging in or connecting your Office 365 or Google Calendar. We have introduced new functionality to create further efficiencies for you. They are as follows: In most cases you will approve the new permissions and continue on. Office 365 Admins In some cases Office […]
Adding Scheduling Links Inside your CRM
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 […]
Organization and User Level Connectors for CRM
When you connect your CRM to GReminders, in most cases you are doing this at the Organization Level. Meaning you go to Org Settings > Integrations click through to your CRM you are using and connect it. The “User” you connect with is the “primary” connector that the system will interface with. Meaning that whatever […]