Mindbody and Zoho CRM

Supercharge Your Wellness Business: Seamless Mindbody + Zoho CRM Integration

CRMConnect

Real-Time Syncing. Actionable Insights. Accelerated Growth.

CRMConnect Mindbody and Zoho CRM
Trusted by wellness businesses worldwide
Trusted by partners and customers

Excellence recognized by Mindbody

Mindbody_Most_Valuable_Partner

Why Choose CRMConnect?

Smarter syncing, deeper insights, seamless growth.

🤝
Boost client retention.
🚀
Accelerate revenue growth.
Access real-time client insights.
⌨️
Eliminate manual data entry.
🎯
Ensure precise, error-free data.
📐
Measure true marketing ROI.
📌
Manage multiple locations seamlessly.
🌿
Scale your wellness business effortlessly.
♻️
Improve membership renewals.
Personalize every client touchpoint.

What Our Customers Say

CRMConnect bridges Cliniko and HubSpot, providing a unified platform to manage patient information and client relationships efficiently.

"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
"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
"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
"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
"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
"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
"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
"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

Features that Transform Mindbody Data into Action

Automatically sync detailed Mindbody data into Zoho CRM custom objects—powering precise automations, insightful reporting, and targeted client experiences.

Contact Sync & Activity Tracking

Two-Way Client Profile Sync
Automatically maintain synchronized client profiles between Mindbody and Zoho CRM, effortlessly updating and pushing leads and clients between both systems.
Last-Visit Tracking
Automatically track clients' most recent visits, empowering you to effectively follow up or proactively re-engage clients who haven't scheduled an appointment or class within a specified timeframe.

Mindbody Data Itemized in Zoho CRM's Custom Objects

MB Appointments
Sync appointments directly into Zoho CRM for clear visibility of scheduling, attendance, cancellations, and reschedules.
MB Memberships
Real-time updates on membership status, sessions remaining, renewals, and expirations.
Comprehensive Purchases & Payments Integration
Automatically capture every client purchase, individual items bought, and payment statuses. Leverage this detailed data for precise sales tracking, targeted marketing, granular client segmentation, and crystal-clear financial visibility.
MB Client Services
Track detailed client service information for personalized communication.
MB Contracts
Continuously sync client contract details and auto-pay statuses directly into Zoho CRM.

Sales & Revenue Insights

Comprehensive Revenue Visibility
Clearly link client payments and purchases to services, campaigns, and locations.
Sales Performance Dashboard
Instantly visualize revenue health: live tiles show leads, revenue, pipeline, and new accounts with MoM deltas, while gauge, bar, and heat-map views reveal progress to goals and top-performing industries or reps—all tied back to Mindbody data in Zoho CRM.

Flexible pricing based on the number of client.

CRMConnect bridges Mindbody and Zoho CRM, providing a unified platform to manage client information and relationships efficiently.

5,000

Additional Mindbody Locations:

$49/ month
$169

/month

Requires a paid Mindbody subscription.

Schedule a Demo
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Frequently asked questions

Everything you need to know

How does client syncing work between Mindbody and Zoho CRM?
Client syncing from Mindbody → Zoho CRM happens automatically. Zoho CRM → Mindbody sync is triggered by marking leads or contacts to sync manually or via automation.
What Mindbody data syncs into Zoho CRM custom objects?
Appointments, Client Services, Memberships, Contracts, Purchases, Purchased Items, and Payments each sync into dedicated custom objects within Zoho CRM.
Is this integration two-way for appointments and sales?
No. Appointment, membership, service, and payment data flow from Mindbody to Zoho CRM only. Client profiles have a two-way sync.
How often does data sync?
Most data—including appointments, memberships, and purchases—sync in real-time or within minutes. Comprehensive reconciliation occurs daily.
How much historical data is imported initially?
By default, appointments sync 7 days back and 30 days forward; sales and visits sync 1 month back. Additional historical data can be imported upon request.
What Zoho CRM edition is required?
CRMConnect requires Zoho CRM Enterprise or higher for optimal custom object management and advanced automation capabilities.
Are Zoho CRM workflows and automations included?
CRMConnect provides the synced data. You configure automations, workflows, and reports inside Zoho CRM. Assistance available via integration partners if needed.
What happens if a Mindbody client has no email?
A unique placeholder email is created in Zoho CRM, ensuring seamless syncing without interruptions.
How are duplicate emails handled?
Matching logic checks name and email; exact matches update existing contacts. Non-exact matches follow advanced matching rules detailed at info.apiant.com.
Can multiple Mindbody locations sync to one Zoho CRM account?
Yes, seamlessly manage multiple locations within one unified Zoho CRM account, clearly tracking client locations and activity.
Can I track marketing ROI in Zoho CRM?
Yes, map client revenue directly to marketing campaigns within Zoho CRM, providing clear, actionable ROI insights.
Do inactive clients count towards my sync limit?
No, only active clients who trigger sync activity count towards your limit. Dormant clients remain stored but don’t impact sync counts.
Still have questions?

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

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Blog Posts

CRMConnect bridges Cliniko and HubSpot, providing a unified platform to manage patient information and client relationships efficiently.

Blog Posts
Mindbody and Klaviyo
Automatically synchronize patient and contact data, including demographics, preferences, and appointment history.
Alec Whitten • 17 Jan 2022
Podcasts
Mindbody and Klaviyo
Automatically synchronize patient and contact data, including demographics, preferences, and appointment history.
Alec Whitten • 17 Jan 2022
Webinars
Mindbody and Klaviyo
Automatically synchronize patient and contact data, including demographics, preferences, and appointment history.
Alec Whitten • 17 Jan 2022
Case Studies
Mindbody and Klaviyo
Automatically synchronize patient and contact data, including demographics, preferences, and appointment history.
Alec Whitten • 17 Jan 2022
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