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 […]
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 […]
The first thing you’re going to want to do is click this “Sign in with Google.” You’re going to choose which account you would like to set up—you may have multiple accounts—and then you’re going to just allow a few permissions. This will allow our system to access your calendar in order to send your […]
A GReminders Administrator can manage reminder templates for the entire team under Setup menu at the top right of the page. Let’s start with a new client reminder template: When an assigned user clicks on Client Reminders, the reminder template is available. You can lock sections of the template or allow users to make changes.
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 […]
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: Ok, lets get started. 2. For the App Event select Webhooks 3. For the Event select Catch Hook. We want Zapier to listen […]
In this video, we’ll discuss how to send reminders on shared calendar events. Sending text and email reminders on your own events is simple. Now learn how to send reminders on your colleagues events when they share their calendar with you. In GReminders, you can see your calendar in the list on the top left. […]
Once you’re in GReminders, choose Integrations from the main menu. Scroll down the list of available integrations until you find SalesLoft. Click on Setup, then Set Up Now. Authorize GReminders and SalesLoft to communicate with each other. When the integration is complete, you’ll have three options to choose from. Option number one is checked by […]
Reduce your No Show Rate on your Salesforce Meetings by sending Text or SMS Reminders prior to your Salesforce Leads or Contacts.
