Integrations - GReminders

• Overview
• Requirements
• Setup
• Using the Integration

Overview

The integration between SmartOffice and the GReminders meeting management platform offers advisors the following features:

• When a new prospect books a meeting with an advisor through GReminders, the meeting is automatically added to the advisor's SmartOffice calendar, and a new SmartOffice contact record is created.
• Advisors can save meeting summaries generated by GReminders's AI Notetaker to the contact's SmartPad in SmartOffice.
• Advisors can save action items generated by GReminders's AI Notetaker as tasks in SmartOffice.
• Reminders/notifications sent from GReminders via e-mail or text are automatically saved to the appropriate contact's SmartPad in SmartOffice.
• When an advisor manually adds an event to a Google or Outlook calendar connected to GReminders, GReminders looks up the contact in SmartOffice using the e-mail address. GReminders then automatically pulls the contact's name, phone number, address and time zone information into the calendar event, ensuring that GReminders text reminders/notifications are sent to the right number at the right time of day.

For more information about GReminders, visit the GReminders website.

Requirements

• GReminders account (a free trial is available)

Setup

For information about setting up the GReminders integration, see GReminders's instructions.

For more help, contact GReminders Support.

Using the Integration

For information about using the GReminders integration, see GReminders's instructions.

For general help with GReminders features, see the GReminders Help Center. For more help, contact GReminders Support.