{"id":12392,"date":"2026-10-12T22:28:20","date_gmt":"2026-10-12T22:28:20","guid":{"rendered":"https:\/\/www.greminders.com\/articles\/?p=12392"},"modified":"2026-10-12T22:51:31","modified_gmt":"2026-10-12T22:51:31","slug":"fmg-suite-integration","status":"publish","type":"post","link":"https:\/\/www.greminders.com\/articles\/fmg-suite-integration\/","title":{"rendered":"FMG Suite Integration"},"content":{"rendered":"\n<p>Managing client scheduling, marketing outreach, and CRM hygiene can often feel like juggling three separate jobs. Enter the GReminders <strong><a href=\"https:\/\/fmgsuite.com\/\">FMG Suite<\/a><\/strong> Integration &#8211; a seamless bridge designed to automate client acquisition, streamline post-meeting follow-ups, and keep your marketing lists sharp with zero extra manual effort.<\/p>\n\n\n\n<p>Here is a look at what this powerful new connection unlocks for your practice:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">1. Embed Scheduling Widgets Directly into FMG<\/h3>\n\n\n\n<p>Eliminate friction for prospective clients visiting your website. You can now embed your customized GReminders scheduling widget directly onto your FMG site. Whether a visitor lands on your homepage or a dedicated landing page, they can instantly pick a time on your calendar &#8211; no back-and-forth emails required.   <a href=\"https:\/\/www.greminders.com\/articles\/scheduling-widget-for-fmg-suite-websites\/\">Read More<\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">2. Instant Contact Creation &amp; Dynamic Group Tagging<\/h3>\n\n\n\n<p>When a new prospect books an appointment through a GReminders Booking Link, GReminders doesn&#8217;t just create a calendar event &#8211; it automatically:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Creates a new contact record in FMG.<\/li>\n\n\n\n<li>Adds the prospect (or existing client) to target Contact Groups.<\/li>\n<\/ul>\n\n\n\n<p>Whether you are routing new leads into a <em>&#8220;New Prospect Nurture&#8221;<\/em> campaign or organizing current clients into specific service tiers, your marketing database stays up-to-date in real time.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">3. Smart Email Follow-Ups with Relevant Article Recommendations<\/h3>\n\n\n\n<p>Finding the right article or thought leadership piece to send after a meeting takes time. With this integration, when you prepare post-meeting email follow-ups in GReminders, the system can search your FMG Content Library for relevant resources. You can easily attach high-value articles, guidebooks, or market commentary directly tailored to the conversation you just had.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">4. AI Notetaker Automated Group Assignments<\/h3>\n\n\n\n<p>Our GReminders AI Notetaker does more than transcribe meetings\u2014it turns conversations into targeted marketing actions. Based on the specific topics detected during your discussion, GReminders suggests adding the contact to relevant FMG Contact Groups automatically:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Discussed college savings?<\/strong> The system prompts to add the client to your <em>529 Plan<\/em> group.<\/li>\n\n\n\n<li><strong>Covered business exit strategies?<\/strong> Automatically tag them for your <em>Succession Planning<\/em> campaign.<\/li>\n\n\n\n<li><strong>Talked about retirement income?<\/strong> Add them straight to your<em> Income Planning<\/em> sequence.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Setting it Up<\/h2>\n\n\n\n<p>Ad an Administrator Navigate to Setup > Integrations and search for FMG.<\/p>\n\n\n\n<p>Click Setup, you will be prompted to login to your FMG with your FMG Credentials.   Accept and Approve the integration.<\/p>\n\n\n\n<p>You are now Connected<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Scheduling Widgets<\/h2>\n\n\n\n<p>For Scheduling or Booking Widgets on the FMG Suite Site <a href=\"https:\/\/www.greminders.com\/articles\/scheduling-widget-for-fmg-suite-websites\/\">please read this article.<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"791\" height=\"1024\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/10\/fmg-book-791x1024.jpg\" alt=\"\" class=\"wp-image-12398\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/10\/fmg-book-791x1024.jpg 791w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/10\/fmg-book-232x300.jpg 232w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/10\/fmg-book-768x994.jpg 768w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/10\/fmg-book-1187x1536.jpg 1187w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/10\/fmg-book.jpg 1313w\" sizes=\"(max-width: 791px) 100vw, 791px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Adding\/Updating Contact data from Booking Pages<\/h3>\n\n\n\n<p>Within an Event Type, you will now be able to automatically create new Contacts in FMG when a meeting is booked and also add them to specific Contact Groups.   <\/p>\n\n\n\n<p>This is useful for certain meetings around topics, this will further allow you to drip emails on them over time for specific topics.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"497\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/10\/create-update-contacts-fmg-1024x497.jpg\" alt=\"\" class=\"wp-image-12408\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/10\/create-update-contacts-fmg-1024x497.jpg 1024w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/10\/create-update-contacts-fmg-300x146.jpg 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/10\/create-update-contacts-fmg-768x373.jpg 768w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/10\/create-update-contacts-fmg.jpg 1190w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">After a Meeting<\/h2>\n\n\n\n<p>After a Meeting, AI Notetaker summarizes all your calls, and also suggest adding your Clients to certain FMG Contact Groups for additional follow ups<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"649\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/10\/fmg-group-recommendations-1024x649.jpg\" alt=\"\" class=\"wp-image-12410\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/10\/fmg-group-recommendations-1024x649.jpg 1024w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/10\/fmg-group-recommendations-300x190.jpg 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/10\/fmg-group-recommendations-768x486.jpg 768w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/10\/fmg-group-recommendations-1536x973.jpg 1536w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/10\/fmg-group-recommendations.jpg 1563w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Simply click, and add the client to that Contact Group.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"765\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/10\/fmg-contact-groups-1024x765.jpg\" alt=\"\" class=\"wp-image-12411\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/10\/fmg-contact-groups-1024x765.jpg 1024w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/10\/fmg-contact-groups-300x224.jpg 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/10\/fmg-contact-groups-768x574.jpg 768w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/10\/fmg-contact-groups.jpg 1389w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Recommended Content in Email Follow Ups<\/h2>\n\n\n\n<p>If you have web content on FMG Suite that is relevant to your Follow Up Conversations, your draft email may contain links to your Web Articles that can be shared with your Clients.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p>That&#8217;s It<\/p>\n\n\n\n<p>Any Questions?   Email to support@greminders.com<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Managing client scheduling, marketing outreach, and CRM hygiene can often feel like juggling three separate jobs. Enter the GReminders FMG Suite Integration &#8211; a seamless bridge designed to automate client acquisition, streamline post-meeting follow-ups, and keep your marketing lists sharp with zero extra manual effort. Here is a look at what this powerful new connection [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":12227,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[37],"tags":[],"class_list":["post-12392","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-integrations"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>FMG Suite Integration - End to End Meeting Management Platform - SMS Reminders - AI Notetaker<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greminders.com\/articles\/fmg-suite-integration\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"FMG Suite Integration - End to End Meeting Management Platform - SMS Reminders - AI Notetaker\" \/>\n<meta property=\"og:description\" content=\"Managing client scheduling, marketing outreach, and CRM hygiene can often feel like juggling three separate jobs. 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