If you use Redtail, Wealthbox, HubSpot, Salesloft, ActiveCampaign or Salesforce as your CRM, you can now map custom questions asked during online scheduling with corresponding fields in your CRM. Important customer data is added to your CRM during scheduling and can be used in your appointment reminders. Keep reading to understand how to set up […]
When you ask your prospects and clients to confirm their appointments with you, it’s great to get confirmation they plan to show-up, but there’s one more thing you can do to ensure your no-shows become a thing of the past – let them know you received their confirmation. Your affirmation of their confirmation will make […]
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: Contents Setup Your Free Trial of GReminders If you […]
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 […]
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 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 […]
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 […]
Do you use SalesLoft to manage your contacts? If so, GReminders has made it simple to send SMS reminders from SalesLoft and import new contacts into SalesLoft from GReminders online scheduling. Now, you can be sure your prospects and clients will show up for their appointments! GReminders integrates directly with SalesLoft (we don’t use a […]
Salesforce is a robust and full-featured CRM for sales teams. GReminders is the setup and forget SMS reminder app that integrates with Google and Outlook Calendars. Together, these applications will help you meet with more prospects and clients by reducing your no-shows and automating your scheduling. In this article, we’ll discuss how you integrate GReminders […]
If you need to book multiple appointments at the same time on your calendar, GReminders automated scheduling offers a double booking scheduling option. Whether you’re in a business with an extremely high no-show rate or you can conduct multiple meetings simultaneously, you can now allow overlapping bookings on your Google or Outlook / Office 365 […]
