Mindbody + HubSpot Integration and Automation

What Our Customers Say

"Fast Theme Changes in Blured have transformed the way I work. Switching between themes on-the-fly helps me align my coding environment with different project requirements swiftly. Glossy has truly streamlined my workflow."

Emily Chen

DevOps Specialist

Emily Chen

DevOps Specialist

Emily Chen

DevOps Specialist

Emily Chen

DevOps Specialist

Emily Chen

DevOps Specialist

Emily Chen

DevOps Specialist

Emily Chen

DevOps Specialist

Emily Chen

DevOps Specialist

Features

CRMConnect is purpose-built from years of working closely with Mindbody and HubSpot users, deeply syncing client profiles, activities, memberships, and more—delivering precise automation, accurate insights, and effortless scalability for your wellness business.

Two-Way Client Profile Sync

Automatically keep Mindbody client profiles and HubSpot contacts fully synchronized. Easily push selected HubSpot contacts into any connected Mindbody location—manually or via automated workflows—ensuring accurate, consistent client data across all your systems

Membership and Services Sync

HubSpot automatically stays up-to-date on your Mindbody clients' memberships, expiration dates, remaining sessions, contracts, and more. Effortlessly automate renewals, personalized offers, timely follow-ups, and targeted newsletters to boost client engagement and retention.
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This ensures your team is prepared and enables automated reminders for upcoming visits. You can even set up gentle nudges for patients who haven’t booked, reducing no-shows, boosting attendance, and enhancing satisfaction while keeping your clinic running smoothly.

Family Member Email Grouping

CRMConnect solves a major challenge for Mindbody businesses syncing with HubSpot: family members who share a single email address are automatically grouped together in HubSpot under a single company record.

This makes it simple and clear to manage and automate communication—such as sending reminders, updates, or billing notifications—to a parent about their child's account, without confusion or duplication.

Smart Duplicate Profile Handling

Duplicate Mindbody client records are inevitable. CRMConnect uses intelligent matching logic to detect duplicate profiles automatically and update the correct contact in HubSpot.

This ensures that when you merge duplicate clients in Mindbody, your client's entire history remains accurately captured and organized in HubSpot.

Last Visit Tracking

CRMConnect keeps HubSpot updated with each client's most recent visit details—including date, type (appointment, class, or arrival), service provided, staff member, and event name.

Leverage this data to automate personalized follow-ups, targeted offers, and timely communications, enhancing client retention and business growth.

Upcoming Appointment Bookings

CRMConnect keeps HubSpot updated with each client's next scheduled appointment from Mindbody.

Access critical details to automate timely reminders, personalized messaging, and targeted follow-ups—ensuring every client receives the right communication exactly when it matters most.

Last Purchase Tracking

Automatically sync your clients' most recent purchases—including intro offers, services, and products—directly into HubSpot. Leverage this data to automate personalized lead nurturing, create targeted newsletters, and build dynamic lists based on purchase history.

Advertising ROI Tracking

Directly measure ROI for every advertising campaign within HubSpot. Clearly see which ads, platforms, or assets deliver the highest returns, empowering you to optimize your marketing spend and amplify your most profitable strategies.

Membership Management

Use synced membership data in HubSpot to automate renewals, recovery sequences, and personalized communications. Combine critical data points—like total visits, last visits, or recent purchases—to create powerful, targeted workflows that boost retention and enhance member engagement.

Class Pack Tracking & Automation

Gain clear visibility into each client's class pack status, including the number of remaining sessions. This insight enables you to set up automated workflows in HubSpot that proactively notify clients when their sessions are running low, encouraging timely renewals and ensuring uninterrupted engagement.

Client Index Sync

Automatically sync Mindbody client indexes—such as age range, client type (spa or gym), experience level, and more—directly into HubSpot. Easily segment your contacts based on these indexes, enabling targeted marketing, personalized engagement, and more effective client management.

Partition Contacts and Deals by Teams and Business Units

Easily control which HubSpot users or business units can access specific contacts and deals. CRMConnect ensures your client data is visible only to designated teams or business units, ideal for franchise networks and multi-location operations requiring precise user permissions and data management.

Comprehensive Client Activity Sync

Automatically reflect your clients' Mindbody activities—including bookings, visits, missed classes, and purchases—in HubSpot. Keep your team informed, enhance client engagement, and deliver timely, personalized communications.

Client Purchase History Sync

Automatically capture every client purchase from Mindbody—including dates, intro offers, services, and products—directly in HubSpot. Leverage detailed purchase histories and itemized data to power personalized communications, drive conversions, enhance retention, and boost your revenue.

Cross-Regional Client Tracking and Location Tagging

Automatically tag clients in HubSpot based on the specific Mindbody locations where they book, visit, or purchase. CRMConnect keeps each client's record consistently updated across all your sites, providing a unified view of client activity. This ensures clear segmentation, personalized communications, and valuable insights for multi-location or regional operations.

120+ Custom Client Properties

CRMConnect automatically creates and syncs over 120 custom HubSpot properties, specifically chosen to capture essential Mindbody client data points relevant to your wellness business.

Access comprehensive client insights, enabling precise segmentation, targeted communication, and more effective client engagement.

Upcoming Class Bookings

CRMConnect syncs your clients' upcoming class bookings directly into HubSpot, providing clear visibility into their next scheduled visits.

Use HubSpot workflows to automate preparation emails from instructors, remove clients from re-engagement campaigns, and personalize timely communications—ensuring each client receives exactly the right message at precisely the right time.

Mindbody Appointment Pipeline

CRMConnect creates and maintains a dedicated Mindbody Appointment Pipeline in HubSpot, automatically representing each appointment as a deal.

Each deal contains detailed information, including associated purchases, schedule changes, appointment statuses, and remaining session counts. Effortlessly track appointments, streamline follow-ups, and gain clear visibility into your scheduling and revenue pipeline.

Mindbody Sales Pipeline

Automatically itemize each client purchase within HubSpot's Mindbody Sales Pipeline. Clearly connect revenue to specific marketing campaigns, coaching efforts, staff activities, and more—enabling precise measurement and actionable insights for continuous improvement.

Powerful Reporting Insights

Leverage HubSpot’s robust reports and dashboards to analyze your synced Mindbody data. Generate detailed insights by location, service type, or staff member—empowering you to optimize performance, track KPIs, and make smarter business decisions.

Contracts & Auto-Pay Management

Seamlessly synchronize your clients' contract and auto-pay information from Mindbody into HubSpot. In the event of a failed payment, you'll receive immediate notifications, enabling you to automate recovery processes such as sending follow-up emails or creating tasks for your team. Additionally, you can proactively manage contract renewals by leveraging renewal dates and other pertinent details, ensuring timely and effective client engagement.

Appointment Pack Tracking

Clearly track your clients' appointment packs—including remaining session counts—in HubSpot. Use this data to build automated workflows that proactively prompt clients to replenish sessions, ensuring continuous engagement and preventing gaps in service.

Custom Field Sync

Instantly sync your custom Mindbody fields as custom properties within HubSpot. Because every business is unique, easily segment your clients and build highly personalized communications based on the specific data points most important to your business.

Cross-Location Reporting

Effortlessly run comprehensive reports across all your Mindbody locations directly in HubSpot. Ideal for data-share and cross-regional businesses, this capability helps you accurately measure key performance indicators (KPIs), compare location performance, and uncover insights to drive network-wide growth and efficiency.

Enterprise-Level Customization

CRMConnect was built to scale and can be customized to add any logic or additional apps you need to connect for the specific needs of your enterprise.

Flexible pricing based on the number of clients.

CRMConnect bridges Mindbody and HubSpot, providing a unified platform to automate your growth.

Number of clients

5,000

Appointments Sync & Pipeline

$89

/month

Sales Sync & Pipeline

$89

/month

Additional Mindbody Locations:

$49/ month

Appointments Sync & Pipeline:

$25 / month per location

Sales Sync & Pipeline:

$25 / month per location

$169

/month

Requires a paid Mindbody subscription.

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Frequently asked questions

Everything you need to know

How does the two-way client sync work?

The sync from Mindbody → HubSpot is automatic. The sync from HubSpot → Mindbody is triggered by a custom property in HubSpot called "Push to Mindbody" which instantly pushes the contact to the chosen Mindbody site. If a matching client already exists, an update is made. If not, a client is created in Mindbody. The "Push to Mindbody" custom property can also be set by a form or a workflow in HubSpot.

How frequently is the data synced?

Client and contact syncing happens instantly. Sales, class bookings, appointment bookings, membership, and contract info synced from Mindbody to the HubSpot contact also occur instantly. The Mindbody Appointment Pipeline is updated every 15 mins. Visits and the Mindbody Sales Pipeline are updated once a day.

Are class bookings and attendance, visits, sales, appointments, membership, and contracts two-way synced?

No. Class bookings and attendance, visits, sales, appointments, membership, and contracts are only synced from Mindbody → HubSpot.

How much historical data is included with the integration?

Mindbody imposes API rate limits and fees that throttle data importing into HubSpot. The default amount of data imported into HubSpot includes appointments going 7 days back and 30 days forward, and visits and sales going 1 month back.

Which HubSpot Hub do I need to run CRMConnect?

CRMConnect will work with the free version of HubSpot, but some features and benefits, such as the Mindbody Appointment and Sales pipeline require a HubSpot Pro Hub which also allows workflows. To set up even more powerful automations, a subscription to HubSpot’s Sales Hub Enterprise allows for auto-enrolling contacts in sequences. This is one of the most powerful features CRMConnect enables.

Are HubSpot workflows and sequences included?

No. CRMConnect only interprets and syncs data between Mindbody and HubSpot. This data then becomes very actionable, but it is up to you to build workflows, sequences, etc. If you are looking for help with this, please inquire within, as we can refer you to a HubSpot partner that is familiar with CRMConnect.

What happens to a Mindbody client with no email?

A Mindbody client with no email that’s synced with HubSpot will not have an email in HubSpot either.

What happens to Mindbody clients with duplicate emails?

If the first name, last name, and email are the same, the same HubSpot contact will be updated. For other situations, refer to the matching rules at info.apiant.com for a more in-depth explanation.

How do you connect families in HubSpot?

CRMConnect relies on the "Pays for" and "Is paid for" relationship in Mindbody to identify family members and add them to the same company.

How do I automatically contact a parent about their child in HubSpot?

Using a company-triggered workflow, you can check the property value of any contact associated to the company (family). You can then add an action to send an email or SMS to the contact with the custom association label "Pays for".

How do I get advertising ROI reporting?

When you have HubSpot Marketing Hub at the enterprise level, you can go to Marketing / Ads, connect your ad accounts and configure your reports.

I have more clients in Mindbody that I can afford to sync. What should I do?

The 5,000 clients synced only refer to the clients we see come through the integration. You can have many more clients in Mindbody and if they do not trigger a sync because they are inactive (without updates, visits, purchases, etc.) then they are not counted. So the number of clients you need to sync only includes currently active clients and clients who become active in the future.

Still have questions?

Can’t find the answer you’re looking for?Please chat to our friendly team.

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Transform your wellness business with the Mindbody and HubSpot integration. Grow smarter, not harder.

The Benefits

What Our Customers Say

Features

Flexible pricing based on the number of clients.

Frequently asked questions

Explore More Mindbody API Apps

Mindbody API Apps

Blog Posts

"The Deep Integration Gap"

Transform your wellness business with the Mindbody and HubSpot integration. Grow smarter, not harder.

The Benefits

What Our Customers Say

Features

Flexible pricing based on the number of clients.

Frequently asked questions

Explore More Mindbody API Apps

Mindbody API Apps

Blog Posts

"The Deep Integration Gap"

Schedule A Demo

White Paper

Contact Us