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.
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.
- 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.
- 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.
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 [email protected].
