{"id":5855,"date":"2026-03-28T19:36:17","date_gmt":"2026-03-28T19:36:17","guid":{"rendered":"https:\/\/www.greminders.com\/articles\/?p=5855"},"modified":"2026-03-28T19:36:19","modified_gmt":"2026-03-28T19:36:19","slug":"meeting-category-and-redtail-crm","status":"publish","type":"post","link":"https:\/\/www.greminders.com\/articles\/meeting-category-and-redtail-crm\/","title":{"rendered":"GReminders Meeting Category and Redtail"},"content":{"rendered":"\n<p>GReminders &#8216;Meeting Category&#8217; option does more than organize your event types &#8211; it syncs with your Activity Categories in Redtail as well. This article takes you through understanding the GReminders Meeting Category option, Redtail&#8217;s Activity Category overview, and setting up the ability to map Meeting Category to Activity Category.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">GReminders Meeting Category<\/h2>\n\n\n\n<p>GReminders Meeting Category feature sits beside Meeting Type in the Event Type build options. Without integrating <a href=\"https:\/\/corporate.redtailtechnology.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Redtail<\/a> on an organizational level, you can use Meeting Category as a way to track Event Type criteria. There is an Event Category reporting option on the GReminders platform in Usage Reports. <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"872\" height=\"778\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/09\/RT-Meeting-Type.jpg\" alt=\"\" class=\"wp-image-5858\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/09\/RT-Meeting-Type.jpg 872w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/09\/RT-Meeting-Type-300x268.jpg 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/09\/RT-Meeting-Type-768x685.jpg 768w\" sizes=\"(max-width: 872px) 100vw, 872px\" \/><\/figure>\n\n\n\n<p><a href=\"https:\/\/www.greminders.com\/articles\/redtail-integration-when-using-redtail-calendar\/\" target=\"_blank\" rel=\"noreferrer noopener\">If Redtail is integrated on an Org level in GReminders<\/a>, you can map your Meeting Categories to Activity Categories by selecting the option in the integration settings. Your meeting Categories will sync nightly.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Redtail Activity Category<\/h2>\n\n\n\n<p>Redtail Activity Categories are commonly used as a measure of reporting. Sometimes, Redtail users will use them to automate actions in their CRM when an Activity Category is changed. It&#8217;s important to remember that activity Categories are the same categories as Workflow Categories and Note Categories. This is intended as a way to keep data clean and consistent as well as find information quickly. <\/p>\n\n\n\n<p><a href=\"https:\/\/www.greminders.com\/articles\/automate-your-wealthbox-workflows\/\" target=\"_blank\" rel=\"noreferrer noopener\">GReminders will already launch workflows on our end<\/a>, no need to set up automations for those. However, there are a myriad of actions you can automate when Activity Categories are changed, which is why this feature is so powerful.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Setting up Redtail Activity Categories within GReminders<\/h2>\n\n\n\n<p>To configure this setting, go to <strong>Setup<\/strong> (top right corner), then select <strong>Integrations<\/strong> from the left menu. Click on your <strong>Redtail CRM<\/strong> integration and scroll down.<\/p>\n\n\n\n<p>In the Redtail integration settings, you&#8217;ll see the option: <strong>&#8220;Sync Redtail Activity Categories with GReminders Meeting Categories Nightly?&#8221;<\/strong><\/p>\n\n\n\n<p>When this feature is enabled, you&#8217;ll have the ability to assign a Meeting Category to each Event Type in the Event Type setup screen.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"842\" height=\"258\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/09\/Screenshot-2026-03-28-at-12.30.01\u202fPM.png\" alt=\"sync categories\n\" class=\"wp-image-10915\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/09\/Screenshot-2026-03-28-at-12.30.01\u202fPM.png 842w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/09\/Screenshot-2026-03-28-at-12.30.01\u202fPM-300x92.png 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/09\/Screenshot-2026-03-28-at-12.30.01\u202fPM-768x235.png 768w\" sizes=\"(max-width: 842px) 100vw, 842px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Event Meeting Category Activity Report<\/h2>\n\n\n\n<p>Usage Reports can be found by clicking <strong>Setup<\/strong> (top right), then selecting <strong>Usage Reports<\/strong> from the left menu.<\/p>\n\n\n\n<p>You can generate reports using various criteria, including the <strong>Event Meeting Category<\/strong> report. This report shows a monthly breakdown of how many Event Types were scheduled under each specific meeting category.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"661\" height=\"499\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/09\/Screenshot-2026-03-28-at-12.35.09\u202fPM.png\" alt=\"category report\" class=\"wp-image-10917\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/09\/Screenshot-2026-03-28-at-12.35.09\u202fPM.png 661w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/09\/Screenshot-2026-03-28-at-12.35.09\u202fPM-300x226.png 300w\" sizes=\"(max-width: 661px) 100vw, 661px\" \/><\/figure>\n\n\n\n<p>GReminders is able to sync directly with your Redtail Activity Categories. This feature boosts reporting availability, makes automatic changes to your CRM, and keeps your data scrubbed and clean. With this ability, your best practices received an upgrade!<\/p>\n\n\n\n<p>That\u2019s it! Any questions? Please email support@greminders.com<\/p>\n\n\n\n<p>Happy Scheduling!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>GReminders &#8216;Meeting Category&#8217; option does more than organize your event types &#8211; it syncs with your Activity Categories in Redtail as well. This article takes you through understanding the GReminders Meeting Category option, Redtail&#8217;s Activity Category overview, and setting up the ability to map Meeting Category to Activity Category. GReminders Meeting Category GReminders Meeting Category [&hellip;]<\/p>\n","protected":false},"author":9,"featured_media":5857,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[17],"tags":[],"class_list":["post-5855","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-redtail-integration"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>GReminders Meeting Category and Redtail - End to End Meeting Management Platform - SMS Reminders - AI Notetaker<\/title>\n<meta name=\"description\" content=\"Sync GReminders Meeting Category with your Redtail Activity Category. 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Use this powerful feature to assist in reporting and trigger Automation\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greminders.com\/articles\/meeting-category-and-redtail-crm\/\" \/>\n<meta property=\"og:site_name\" content=\"End to End Meeting Management Platform - SMS Reminders - AI Notetaker\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/greminders\/\" \/>\n<meta property=\"article:published_time\" content=\"2026-03-28T19:36:17+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-03-28T19:36:19+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/09\/Redtail-Activity-Category.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"900\" \/>\n\t<meta property=\"og:image:height\" content=\"500\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Xeaira Burkett\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Xeaira Burkett\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greminders.com\/articles\/meeting-category-and-redtail-crm\/\",\"url\":\"https:\/\/www.greminders.com\/articles\/meeting-category-and-redtail-crm\/\",\"name\":\"GReminders Meeting Category and Redtail - End to End Meeting Management Platform - SMS Reminders - AI Notetaker\",\"isPartOf\":{\"@id\":\"https:\/\/www.greminders.com\/articles\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greminders.com\/articles\/meeting-category-and-redtail-crm\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greminders.com\/articles\/meeting-category-and-redtail-crm\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/09\/Redtail-Activity-Category.jpg\",\"datePublished\":\"2026-03-28T19:36:17+00:00\",\"dateModified\":\"2026-03-28T19:36:19+00:00\",\"author\":{\"@id\":\"https:\/\/www.greminders.com\/articles\/#\/schema\/person\/3f9ac5da65dfd94724e757b636073116\"},\"description\":\"Sync GReminders Meeting Category with your Redtail Activity Category. 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