Complete synchronization, so you can send the right message to the right client at the right time.
Automatic, timely and accurate. Every purchase, visit, booking, membership, contract, and session pack. Everything HubSpot needs to automate your growth.
With smart logic to handle duplicates, family members and cross-regional clients, each client is accounted for in HubSpot.
Bookings and visits are the heart of every wellness business, so it’s essential that they’re tracked accurately in HubSpot.
Might it be to communicate with your client, measure your performance or assess your advertising ROI, every Mindbody purchase is now accounted for in HubSpot.
Automate renewal notices and track your memberships. All is now possible when complete membership and contract information is visible in HubSpot.
Custom Mindbody indexes and custom fields are also synced with HubSpot.
CRMConnect now supports ground-breaking multi-location functionality for franchises and enterprises with multiple Mindbody locations (even with multiple site IDs) connected to a single HubSpot Hub.
Everything you need to know about your Mindbody clients is automatically synced with HubSpot. You can also handpick HubSpot contacts and push them to any connected Mindbody site/location or use a workflow to do this.
Everything your Mindbody clients do is reflected in HubSpot. This includes bookings, visits (even missed classes and appointments), purchases and so much more.
HubSpot will be fully aware of your Mindbody clients active memberships, expiration dates, remaining sessions, contracts, etc. This allows you to automate renewal notifications and offers, up-sells, follow-ups, targeted newsletters – you name it.
Every purchase your clients make is recorded in HubSpot with the date, including the last intro offer, services and products purchased on the contact record. Purchase history is also itemized in the Mindbody Sales Pipeline. The possible ways you can leverage this information can be truly transformational for conversions, retention and increasing revenue!
The biggest pain point for Mindbody businesses syncing with HubSpot has been solved! Family members sharing an email address are grouped together in HubSpot as a company, so you can automate communication with a parent about a child's account.
When a client visits any of your locations, CRMConnect will now update that contact in HubSpot so you can have a 360-degree view of your client across your locations and sites.
Let's face it, duplicate Mindbody clients happen. With smart logic, CRMConnect will recognize the duplicated client and update the correct contact in HubSpot. This way, when you merge your client in Mindbody, you keep the complete history in HubSpot!
Data is power! Every relevant piece of data about your Mindbody client is synced in HubSpot with 120+ custom properties created by CRMConnect. Each property was carefully selected as an essential data point for your wellness business.
Knowing when a client last visited your location and for which service is crucial for automating your growth. Was it an appointment, a class, or an arrival? With whom? What was the name of the event? Imagine the possibilities for how you can respond to this information!
Hubspot will now know exactly when your client is scheduled to come in next for a class. What you do with this information is up to you with HubSpot workflows. Send an automated preparation email from the instructor. Take them out of a re-engage sequence. If you want it, you can now make it happen.
If appointments are important to your business, you absolutely must know when your Mindbody client is scheduled to come in next. This is vital to sending the right message at the right time to the right client.
The new Mindbody Appointment Pipeline will list every appointment as a deal with relevant information including related purchase information. Each deal will then be automatically updated with changes such as a schedule change or a status change or a remaining count for an appointment series.
You choose what you deem an intro offer and CRMConnect will sync it accordingly in HubSpot. Last service and product purchased is also synced. Now you can automate your lead funnel, target newsletters based on historical purchases, or create dynamic lists.
You can't improve what you don't measure. This pipeline created by CRMConnect will itemize every purchase by your clients. You can finally measure the effectiveness of everything your company and staff do, by connecting revenue to these activities (like newsletters, coaching, sales activities, etc.)
Yes, you can even measure your ROI for each ad asset! Imagine how you could respond if you discovered that 10% of your ad spend generated 80% of your revenue! Or that ads work on Instagram, but not on Facebook?
Since CRMConnect syncs all this data from Mindbody to HubSpot, you can now use HubSpot’s powerful reports and dashboards to keep track of anything that matters to you. Run these reports by location, by service, and even by staff member!
Build workflows and sequences to automate renewals, and recovery by combining membership information with other relevant data points, such as total visits, last visit, last purchase or anything else you feel is pertinent to your business.
Contracts (also known as auto-pays) are synced separately, so if a payment fails you’ll know immediately and can automate the recovery (e.g. via an email, or a task for a staff member?) You can also manage renewals based on renewal dates or other info.
You now have visibility of what class pack a client has and how many sessions are left in their pack. Build a quick workflow when they get low to invite them to purchase a new one!
Similar to class packs, but for any type of appointment series. Build workflows to make sure your clients always have enough sessions on their account.
If you use Mindbody indexes to segment your clients based on things that matter to you (for example, age range, spa or gym client, experience level, etc.), CRMConnect will sync the indexes with HubSpot as well!
Any custom field you create in Mindbody will become a custom property in HubSpot and will be synced instantly. This is important because your business is unique and you should be able to segment your client based on what’s important to you!
If you only want to show certain contacts or deals to certain HubSpot users (for example, franchisees you add as teams in HubSpot) CRMConnect will make sure these records are only visible to the teams you designate.
Every time your client does anything (like a visit, a booking, or a purchase) in any of your connected locations, CRMConnect will tag your client with that location.
For data-share and cross-regional Mindbody businesses, this is essential to measuring KPIs across your network.
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.
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.
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.
No. Class bookings and attendance, visits, sales, appointments, membership, and contracts are only synced from Mindbody → HubSpot.
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.
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.
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.
A Mindbody client with no email that’s synced with HubSpot will not have an email in HubSpot either.
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.
CRMConnect relies on the "Pays for" and "Is paid for" relationship in Mindbody to identify family members and add them to the same company.
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".
When you have HubSpot Marketing Hub at the enterprise level, you can go to Marketing / Ads, connect your ad accounts and configure your reports.
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.