Sending Text Reminders with HubSpot

Reduce your No Show Rate on your Hubspot Meetings by sending Text or SMS Reminders prior to your Hubspot Meetings or Calls.





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 will 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 contacts 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 contacts phone number so really we're all set so that was set on the 10th at 3 pm 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 give it a try go to g reminders.com that's it






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