Mindbody and Klaviyo
Automatically synchronize patient and contact data, including demographics, preferences, and appointment history.
Alec Whitten • 17 Jan 2022
Before you see pricing, see exactly what you're getting - and why hundreds of nonprofit organizations already rely on it.
You have thousands of donors in DonorPerfect. But without the right integration, your fundraising team can't use that data where it matters.
Staff waste time copying donor info between DonorPerfect and Keap instead of building relationships and fundraising.
Without automated triggers, recurring donations lapse and major donors disengage with no one noticing until it's too late.
Without real donor activity data in Keap, every email is a mass blast - no giving-level segmentation, no personalized stewardship.
Link your DonorPerfect and Keap accounts in minutes. No developers needed.
Choose what to sync. CRMConnect handles the data logic, deduplication, and mapping.
Build Keap automations on rich, real-time donor data. Automate what matters.
Automatically turn DonorPerfect data into actionable insights and automations within Keap, streamlining your operations and enhancing donor relationships.
Keep donor records updated in real-time between DonorPerfect and Keap without manual intervention. Every change flows instantly, so your team always works with accurate data.
Automatically refresh donor records in Keap whenever donations are made or updated, including contact information, donation dates, contribution amounts, year-to-date totals, giving history, and key donor metrics.
Automatically generate thank-you emails, receipts, and personalized follow-up communications based on updated donor actions and history.
Gain actionable insights into donor trends, year-to-date donations, average gift amounts, and other crucial metrics directly within Keap.
Effortlessly sync donor-specific details such as donor type, opt-in reasons, email preferences, and communication methods to maintain consistent and accurate donor records.
Instantly categorize donors based on their history and preferences, enabling precise and targeted communication for your fundraising campaigns.
Automatically convert DonorPerfect flags into Keap tags, streamlining segmentation for effective targeting and personalized donor journeys.
Watch how donor data flows automatically between DonorPerfect and Keap - no manual entry, no missed updates.
CRMConnect bridges DonorPerfect and Keap, providing a unified platform to manage donor information and relationships efficiently.
Everything you need to know
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Join nonprofits that have eliminated manual data entry and started focusing on what matters - building donor relationships.
2-minute interactive demo · No signup required
Discover our other ready-to-use integrations built to simplify your DonorPerfect workflows and boost your non-profit's efficiency.
Marketing automation solution that transforms Mindbody data into sophisticated engagement campaigns. Real-time synchronization of client activities, purchases, and memberships enables intelligent, targeted communications.
Robust integration that brings your Mindbody data into Keap. Automated synchronization of clients, sales, services, and memberships enables sophisticated marketing automation and client engagement.
Robust integration that brings your Mindbody data into Keap. Automated synchronization of clients, sales, services, and memberships enables sophisticated marketing automation and client engagement.
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