Redtail Integration When Using Redtail Calendar

Redtail Integration Setup #1

For Redtail Integration when using Google Calendar or Microsoft Outlook / Office 365 / Exchange as your primary calendar, Click Here.

If you are a financial advisor who uses Redtail as your CRM, we have great news! GReminders integrates directly with Redtail to allow you to:

  • Send Reminders to contacts in Redtail when you schedule activities in Redtail
  • Writeback Reminders as Notes in Redtail
  • Add new contacts in Redtail when using GReminders automated online scheduling

Setup Your Free Trial of GReminders

If you use Redtail’s calendar, you will want to setup GReminders using a username and password.

Create Account with Username and Password

Select Create Your Account with Username and Password (top left). Complete your profile and then select Redtail Calendar as your provider (top right).

Redtail Account Login

Next, include your Redtail username and password to connect GReminders to your Redtail account.

Redtai Integration Setup Options

To manage your integration once you have created your account, click on Integrations from the main menu, scroll down and select Setup under Redtail CRM.

Redtail Setup Options

There are three setup options from which you can choose.

Pull Best Phone Number from Contacts

Pull Best Phone Number from Contacts option allows GReminders to import your Redtail contact’s first and last name and phone number, when an activity is scheduled with the contact.

Create Activity in Redtail

Add a New Activity for your Redtail Contacts or create appointments on your Redtail Calendar.

Imported Data from Redtail

In GReminders, after opening an event by clicking on the Event Title, you will see:

1.) The calendar the event was scheduled on.

2.) The Contact’s full name is imported into GReminders.

3.) The Contact’s email address is imported into GReminders.

4.) The Contact’s mobile phone number is imported into GReminders.

Although you can check this out anytime you like in GReminders, once you set up your reminder templates and integrate with Redtail, all of this will happen in the background.

Reminder Templates

Use personal Variable

With the integration and importation of contacts’ name and phone number, when you set up your reminder templates (above), you can use SMS reminders and you can include your contacts’ names into the reminder message using the {{invitee.firstname}} variable. Select the variable from the Insert a Variable dropdown list.

Create Note Against Matching Contact

Writeback to Redtail Notes

When you select Create Note Against Matching Contact, a copy of the reminders your clients receive will be added to latest notes under the matching contact.

Create Contact in Redtail CRM when New Meeting is Booked

GReminders allows you to create an online appointment booking calendar that allows prospects and clients to schedule their own appointments. You will save a tremendous amount of time not having to call clients to schedule appointments manually.

You can setup your Events using the Event Type Templates:

Event Type Setup

To access the Event Template, choose Event Types from the Main Menu.

Include a name for the event, a description and a location (which can be used in your reminders to allow your new prospects to open up a map to your location).

Check Availability against Redtail Calendar

By default, the template will set to check your availability against your Redtail Calendar.

Indicated Availability Range

If you would like to narrow down when people can schedule this type of event with you throughout the week, you can select Advanced and indicate availability and time ranges for each day of the week.

Sharing your link

Next, you’ll need to share your link with others. View this short video on where and how to share your online booking calendar link:

Exporting New Contact info to Redtail CRM

GReminders Online Scheduling

Using your online booking calendar, new prospects choose a date and time to schedule an appointment and enter their contact details.

Import New Contact into Redtail

New invitee’s information is imported into Redtail CRM…

Redtail Calendar

And the appointment appears on your Redtail Calendar.

Integrating Redtail with GReminders is quick and easy. Once completed, your prospects and clients will receive reminders of their appointments so they show up and they can schedule themselves onto your Redtail calendar. All of this will increase your office efficiency and save you time and money.

You can try everything without obligation by clicking on the Try it Free Today button below.

Be sure to schedule a one on one system setup call with one of our customer success team member who can help you get started.

If you have any questions, contact us here.

Happy Scheduling

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