Automate your Wealthbox Workflows

Automation in Wealthbox is now made possible through GReminders events. Do you wish you could launch your Wealthbox workflows against specific meeting types? GReminders can now launch your workflow templates in Wealthbox depending on your event type criteria. Understanding Wealthbox Workflows Wealthbox workflows keep your team organized and processes streamlined but cannot launch automatically when […]

Automate Workflows in Redtail CRM

GReminders makes triggering Redtail Workflows easy. Typically, triggering workflows in Redtail consists of using Redtail’s built-in feature “Automations”; for some, building those out can be tricky. GReminders has the capability of launching one or more workflow templates in Redtail depending on your event type criteria WITHIN the GReminders platform. Read below to learn how! Understanding […]

Post Schedule Questions for Online Scheduling

GReminders automated online scheduling is an excellent way to allow prospective clients and customers to schedule with you. You can create custom questions and map the answers to CRMs like Redtail, Salesforce, Salesloft and HubSpot. Since a unique variable is created when you create a custom question, you can use the answers in your reminders. […]

Assign Redtail Category When Scheduling Activities Using GReminders

When scheduling appointments on the Redtail Calendar using GReminders automated scheduling, or creating events directly on your Redtail calendar, an Activity Type is assigned for each event. GReminders direct integration with Redtail can read Activity Types and not only determine scheduling availability, but trigger specific reminders based on Activity Types.  Learn more about using Redtail […]

Routing based on CRM Record Ownership

GReminders integrates with many different CRMs. Salesforce, Hubspot, Redtail, Wealthbox, Pipedrive, Salesloft, ActiveCampaign and more. GReminders also supports Routing Forms, meaning you can Route a prospect or Customer to a Person’s or Team’s Event Type based on responses to form questions. Now you can Route your customers or prospects based on CRM Record Ownership. Prerequisites: […]

Reschedule Appointments in Redtail Using GReminders

Watch the short video below to learn how easy your can reschedule appointments on Redtail Calendar when using GReminders Direct integration. Set up Reschedule notifications and our automated system does the rest! To learn more about GReminders DIRECT integration with Redtail Calendar and CRM, click HERE. If you have any questions, reach out to us […]