CRMConnect: Mindbody and ActiveCampaign Integration - How to Add or Update a MINDBODY Client from ActiveCampaign

with the release of crmconnect v1 30 , you can now push contacts from activecampaign to mindbody automatically this feature allows you to either create a new client in mindbody or update an existing one how it works when a new contact is added in activecampaign , it can be manually entered, submitted through a form, or added via a workflow to sync this contact with mindbody , you need to add a specific contact tag steps to add or update a mindbody client create or select a contact in activecampaign enter the contact’s details, including name, email, and phone number ensure any required fields in mindbody (such as birthdate) are filled in activecampaign apply the activecampaign contact tag the tag to trigger the sync is updatembo this tag can be added manually to the contact automatically via a form submission through a workflow in activecampaign mindbody sync process once the tag is added, the system will check mindbody if the contact already exists , it updates the details if the contact does not exist , it creates a new entry in mindbody after the update is complete, the system removes the tag automatically to prevent duplicate updates confirm the contact in mindbody search for the contact in mindbody using the name or email verify that the details have been updated or a new record has been created using the tag in an activecampaign automation when a tag is added manually to a contact record, activecampaign's system webhook is automatically triggered however, when a tag is added via automation, the webhook is not triggered this is a known behavior in activecampaign support article from activecampaign https //help activecampaign com/hc/en us/articles/115000161204 how can i send a webhook in an automation?utm lp=forethought chat to work around this, you can manually add a "webhook" action within the automation where the tag is added here's how you can do it contact support\@apiant com to have them provide the webhook url for your apiant account edit the automation click on "automations" in the left menu click "edit" for the automation you want to modify add the webhook action click the node (+) where you want to place the webhook in the “add an action” modal, click “workflow” and then “webhook ” enter the url to post to and click “save ” important notes ensure required fields are filled if mindbody requires a birthdate , make sure this field is completed in activecampaign before adding the tag if missing, the sync will fail you can either enter the birthdate or change mindbody settings to make it optional summary by adding the updatembo tag to a contact in activecampaign , you can seamlessly sync contact details with mindbody this feature ensures that new and existing clients remain up to date across both platforms if you experience any issues, check ✅ required fields (e g , birthdate) ✅ the tag has been applied correctly ✅ mindbody settings for required fields for further assistance, reach out to us at support\@apiant com