HubSpot is a great CRM for sales and marketing. If you schedule meetings with HubSpot and you want to send text reminders to your prospects and clients, it’s really easy to do. You’ve got to link to your Google or Outlook Office 365 calendar. So if you haven’t done that, click on the cog wheel in the upper right-hand corner of the screen, click on Calendar, and then connect to your calendar. Choose the calendar you wish to connect to. In this example, we’ll connect to our Google Calendar. We accept the terms and we make sure that we connect to the right account, and then grant permissions for HubSpot to access your Google Calendar or Outlook Calendar. It’s real quick, and now you’re 90% there.

So let’s schedule a meeting. We click on Contacts and we select one. Select Create Meeting. Now in the title portion, include whatever you wish for the title. Just make sure that you add your contact’s mobile phone number in the title. We’ll set up the date and time. The next important step is to make sure the “Add to Google or Outlook Calendar” is selected. Once you select it, it will remain selected for future meetings that you schedule.

Okay, that’s it for HubSpot. Let’s take a look at our Google Calendar. Here’s the meeting that we just scheduled. You can see that the title that we created includes our contact’s phone number, so really we’re all set. So that was set on the 10th at 3 p.m.

So let’s jump over to G Reminders. Since G Reminders also connects to Google or Outlook, the meeting will appear here as well. You can see reminders are scheduled for this meeting—in fact, two: a client reminder that will go out a day before the meeting and a personal reminder that is scheduled to be sent to the user 15 minutes prior to the meeting.

Let’s take a look at where we set up the reminders. Here we go. Our client reminder templates—here you can set up reminders to go out immediately upon booking, anytime prior to the meeting, and even follow-up reminders. And you can include keywords in your title that will trigger specific reminders.

Here’s a link to another video that will help you set up reminders in G Reminders. If you’re a HubSpot user, you can now send text reminders to your contacts when you use G Reminders—two really powerful applications that will help you with sales and marketing.

You can try G Reminders for free and see how it works.

Happy scheduling!