Integrations
GReminders is deeply integrated with the systems you use everyday. Enterprise systems need to talk to each other. All Integrations are native and not using any "middleware", which means we direct access to all the functionality of the system we are integrating with.
Archive Intel
Archive communications and reminders for compliance and supervision needs.
Asana
Create tasks automatically from AI Meeting Summaries.
Box
Leverage Documents in Box for Pre Meeting Briefs and AI Assistant/Ask Anything.
Facebook / Meta
Track booking behavior and engagement through Meta Pixel integration.
Google Analytics
Track booking behavior and engagement through analytics integration.
Global Relay
Archive communications and reminders for compliance and supervision needs.
Google Calendar
Keep availability perfectly aligned with real-time, bi-directional calendar sync so bookings always reflect true availability.
Google Drive
Leverage Documents in Google Drive for Pre Meeting Briefs and AI Assistant/Ask Anything
Google Meet
Generate Google Meet links directly from scheduled meetings with no manual setup, while the AI Notetaker joins calls to record and summarize them seamlessly.
GoTo Connect
Get AI Summaries immediately after your GoToConnect Phone Calls
GoToMeeting
Create and attach GoToMeeting sessions automatically for scheduled appointments, while the AI Notetaker joins calls to record and summarize them seamlessly.
HubSpot
Sync contacts and meeting activity to keep marketing and relationship data aligned.
Infinet
Connect scheduling and meeting activity directly to Infinet records for full visibility.
Get AI-powered social media post suggestions directly within your meeting summaries
Monday
Create tasks automatically from AI Meeting Summaries.
Microsoft Dynamics 365
Connect scheduling and meeting activity directly into Dynamics workflows.
Microsoft Exchange
Enterprise-grade calendar connectivity with conflict protection and live availability synchronization.
Microsoft Teams
Create Teams meetings automatically when events are booked in GReminders, while the AI Notetaker joins calls to record and summarize them seamlessly.
NextAgency
Align scheduling and meeting workflows with NextAgency client records and processes.
Notion
Create tasks automatically from AI Meeting Summaries.
Office 365
Sync meetings, availability, and updates seamlessly across Outlook and Microsoft 365 calendars.
One Drive
Leverage Documents in OneDrive for Pre Meeting Briefs and AI Assistant/Ask Anything
One Note
Leverage Notes for Pre Meeting Briefs and AI Assistant/Ask Anything
Outlook
Sync meetings, availability, and updates seamlessly across Outlook and Microsoft 365 calendars.
Practifi
Align scheduling and meeting workflows with Practifi client records and processes.
PreciseFP
Launch PreciseFP Engagements post Booking or embed a GReminders booking form into an FP Engagement
Quivr
Integrate scheduling into Quivr workflows for consistent client engagement.
Redtail
Sync client records, capture meeting activity, and keep advisor workflows aligned with Redtail.
Ring Central
Get AI Summaries immediately after your Ring Central Phone Calls
SS&C Salentica
Extend Salentica workflows with automated scheduling and meeting capture.
Salesforce
Connect scheduling and meeting activity directly to Salesforce records for full visibility.
Salesforce Financial Services Cloud
Connect scheduling and meeting activity directly to Salesforce records for full visibility.
Sharepoint
Leverage Documents in Sharepoint for Pre Meeting Briefs and AI Assistant/Ask Anything
Smarsh
Archive communications and reminders for compliance and supervision needs.
Smart Office
Keep contact records current with automated updates and activity capture.
Envestnet Tamarac
Support advisor workflows with scheduling alignment and record linkage.
Track That Advisor
Automatically Log Leads into Track That Advisor post Booking
Veritas
Archive communications and reminders for compliance and supervision needs.
Wealthbox
Automatically link meetings to client records with clean activity logging and contact updates.
Cisco Webex
Instant Webex meeting creation with scheduling and join-link automation, while the AI Notetaker joins calls to record and summarize them seamlessly.
Embed in your Website
Embed scheduling anywhere and build custom integrations using GReminders APIs.
XLR8
Support operational workflows with scheduling and meeting automation.
Zoom
Meetings automatically generate Zoom links with all details captured in your workflow, while the AI Notetaker joins calls to record and summarize them seamlessly.
