{"id":8913,"date":"2025-03-03T22:51:14","date_gmt":"2025-03-03T22:51:14","guid":{"rendered":"https:\/\/www.greminders.com\/articles\/?p=8913"},"modified":"2025-06-09T15:09:36","modified_gmt":"2025-06-09T15:09:36","slug":"smartoffice-integration","status":"publish","type":"post","link":"https:\/\/www.greminders.com\/articles\/smartoffice-integration\/","title":{"rendered":"SmartOffice Integration"},"content":{"rendered":"\n<p>Using SmartOffice as your CRM?  Here is the GReminders Integration<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"GReminders + Zinnia&#039;s SmartOffice\" width=\"800\" height=\"450\" src=\"https:\/\/www.youtube.com\/embed\/p2ddG4dA1Xs?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p>Get the following benefits when connecting SmartOffice and GReminders together:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Create new Contacts\/Households in SmartOffice when a new prospect schedules a meeting with you<\/li>\n\n\n\n<li>If you are manually putting events on your Google\/Outlook calendar, GReminders will automatically lookup phone numbers, timezones, etc&#8230; on your client to send the proper Reminders\/Notifications to the right place.<\/li>\n\n\n\n<li>When Client Notifications are sent out, log these back to your SmartOffice client record.<\/li>\n\n\n\n<li>When using GReminders&#8217; <a href=\"https:\/\/www.greminders.com\/product\/ai-notetaker\">AI Notetaker<\/a> automatically log summaries back to SmartOffice Households\/Contacts<\/li>\n\n\n\n<li>Writeback Action Items \/ Tasks after a meeting to the proper Client Record.<\/li>\n<\/ul>\n\n\n\n<p>Start a Free Trial today.<\/p>\n\n\n\n<p>For help connecting GReminders to SmartOffice, <a href=\"https:\/\/www.greminders.com\/articles\/smartoffice-setup-connection-instructions\/\">Click Here<\/a><\/p>\n\n\n\n<p>Any questions, email to support@greminders.com<\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>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 support@greminders.com<\/p>\n","protected":false},"author":1,"featured_media":8915,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[37],"tags":[],"class_list":["post-8913","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>SmartOffice 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\/smartoffice-integration\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"SmartOffice Integration - End to End Meeting Management Platform - SMS Reminders - AI Notetaker\" \/>\n<meta property=\"og:description\" content=\"Using SmartOffice as your CRM? 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