GReminders integrates seamlessly with Redtail CRM, allowing it to automatically launch workflows in Redtail when a new meeting is scheduled...
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https://www.youtube.com/watch?v=ykXkfMCnVTE Welcome to GReminders. Meet smarter and grow faster with our AI-powered pre-meeting preparation. Are you ready?You will be. With...
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This guide walks you through setting up GReminders API access for NetSuite, ensuring a smooth and secure integration. It explains...
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GReminders integrates seamlessly with Redtail CRM, allowing it to automatically launch workflows in Redtail when a new meeting is scheduled through GReminders (e.g., via online booking or calendar events). However, if you also have Redtail Automations set up to trigger the same (or similar) workflows based on newly created events/activities in Redtail, this can lead […]
Welcome to GReminders. Meet smarter and grow faster with our AI-powered pre-meeting preparation. Are you ready?You will be. With AI-generated pre-meeting briefs, you decide what information you want included and how you’d like it organized. Our system gathers the data you need automatically. We’ll pull information from your CRM, including Wealthbox, Salesforce, Redtail, and more. […]
This guide walks you through setting up GReminders API access for NetSuite, ensuring a smooth and secure integration. It explains how to create the required roles, permissions, and user accounts, generate access tokens, and obtain the REST API base URL. By following these steps, you can quickly configure your GReminders integration to improve efficiency and […]
GReminders allows you to ask Custom Questions when clients or prospects schedule appointments through your Event Types. This powerful feature enables you to gather important details directly at the time of booking, while integrating seamlessly with your reminders and calendar events. One common use case is capturing potential changes to client information, such as a […]
CurrentClient is a leading VoIP and compliance-friendly text messaging platform trusted by financial professionals. There are 2 areas of integration: Sending SMS Messages To send Client Reminders or Bulk Sends via your CurrentClient Account you must first connect your CurrentClient Account to GReminders. Within GReminders go to your Profile > My Integrations and connect your […]
NextAgency is a leading Life & Health Insurance Agency CRM. GReminders has partnered with NextAgency to drive next generation AI powered Meeting Tools that ensure nothing slips through the cracks. What It Enables How To Enable It Step 1) Log into your NextAgency account.Click your profile picture in the upper-right corner, or use the left-hand […]
