CRMConnect: Mindbody → Keap
Turnkey bi-directional integration that syncs client profiles, appointments, sales data, memberships, and consultation tags between Mindbody and Keap in real time.
CRMConnect: Mindbody → Keap
Turnkey bi-directional integration that syncs client profiles, appointments, sales data, memberships, and consultation tags between Mindbody and Keap (Infusionsoft) in real time.
Overview
CRMConnect for Mindbody and Keap is a professionally-engineered integration that automatically synchronizes client data between Mindbody and Keap CRM (formerly Infusionsoft). Designed for fitness, wellness, and beauty businesses, it delivers real-time data flow with automatic custom field creation, duplicate detection via email matching, and multi-location support.
The integration enables powerful marketing automation by syncing appointment data, sales transactions, membership status, and client activity into Keap. Consultation tagging identifies new clients for onboarding sequences, while purchased service tagging enables upsell and cross-sell campaigns. No-show recovery triggers, membership status tracking, and marketing ROI attribution are all built in.
Data flows automatically from Mindbody to Keap. For the reverse direction, configured tag application in Keap triggers client creation or update in Mindbody, enabling lead nurturing workflows that feed directly into your booking system.
Key Features
Client & Contact Sync
- Two-way client profile synchronization in real time
- Automatic custom field creation during setup
- Duplicate detection via email matching
- Real-time data sync between platforms
Appointments & Activity
- Automatic appointment sync from Mindbody to Keap
- Consultation tagging for new client identification
- No-show recovery triggers
- Visit tracking and activity history
Financial Data
- Instant sales data sync for memberships, packages, and retail
- Purchased service tagging for segmentation and upsells
- Marketing ROI tracking tied to Keap campaigns
Membership & Contracts
- Membership status tracking and alerts
- Contract and auto-pay synchronization
- Renewal and expiration notifications
Multi-Location Support
- Connect multiple Mindbody locations to a single Keap account
- Location-based segmentation and routing
Marketing Automation
- Sophisticated nurture sequence support
- Personalized communications based on client activity
- Behavioral segmentation triggers
Data Types Synced
| Data Type | Direction | Details |
|---|---|---|
| Client profiles | Mindbody ↔ Keap | Bi-directional with custom fields |
| Appointments | Mindbody → Keap | Real-time sync with status updates |
| Sales & invoices | Mindbody → Keap | Memberships, packages, retail |
| Membership status | Mindbody → Keap | Status, expiration, session counts |
| Contracts & auto-pay | Mindbody → Keap | Status and renewal dates |
| Visit records | Mindbody → Keap | Attendance and activity history |
| Consultation tags | Mindbody → Keap | New client identification |
| Purchased services | Mindbody → Keap | Service tagging for segmentation |
Setup
- Connect -- Link your Mindbody and Keap accounts in the CRMConnect dashboard. No developers required.
- Configure -- Select which data types to sync. The platform handles deduplication and mapping automatically.
- Grow -- Build Keap automations and campaigns using the synced client data.
Setup typically completes in under 30 minutes. One month of historical appointment and invoice data is included upon installation.
Pricing
| Plan | Price | Includes |
|---|---|---|
| Base | $169/mo | Core bi-directional sync, first 5,000 clients |
| 5,001-10,000 clients | $43/thousand | Additional client tier |
| 10,001-25,000 clients | $30/thousand | Additional client tier |
| 25,001-50,000 clients | $26/thousand | Additional client tier |
| 50,000+ clients | $23/thousand | Additional client tier |
| Appointments Sync & Pipeline | $89/mo | Add-on module |
| Sales Sync & Pipeline | $89/mo | Add-on module |
| Additional Mindbody Location | $49/mo | Per location (1,000 free clients per location) |
| Per-location Appointments | $25/mo | Per additional location |
| Per-location Sales | $25/mo | Per additional location |
Requirements
- Active Mindbody subscription
- Keap subscription (all plans supported; higher-tier plans recommended for advanced automations)
- No coding or developer resources required
Historical Data Import
- Appointments & Invoices: 1 month backward included at installation
- Extended historical data available upon request
FAQ
How does duplicate detection work?
CRMConnect matches contacts by email address. When a Mindbody client's email matches an existing Keap contact, the record is updated rather than duplicated.
What is consultation tagging?
New clients in Mindbody are automatically tagged in Keap for identification, enabling onboarding sequences and first-visit follow-up automations.
What is purchased service tagging?
When a client purchases a service in Mindbody, a corresponding tag is applied in Keap, enabling targeted upsell campaigns and segmentation based on purchase behavior.
How does CRMConnect compare to Zapier or Make?
CRMConnect includes pre-built field mappings, consultation and purchase tagging, duplicate handling, and multi-location support. DIY tools require weeks of configuration, ongoing maintenance, and typically cost more at scale while lacking these specialized features.
What support is included?
VIP specialist support from integration experts is included with all plans. Zero ongoing maintenance is required on your end.
Synced Properties
These Keap contact fields are populated by the integration today:
Contact basics
- First name, Middle name, Last name
- Phone (set from Mobile phone, with Phone type)
- Birthday
Address
- Street address (line 1 and line 2)
- City, State / Region, Postal code, Country
Client identity & status
- Mindbody Client ID
- Member Status
- Last Status Change Date
- Gender
- Profile Creation Date
Visit activity
- First Visit Date
- Last Visit Date
- Number of Visits
Purchase activity
- Last Purchase Date
- Last Purchase Product Name *
Current class pass / membership
- Last Class Pass Name
- Last Class Pass Expired
- Last Class Pass Remaining
Next scheduled class
- Next Class Teacher
- Next Class Date & Time
- Next Class Day of Week
- Next Class Name
- Next Class Time
* About "Product" in Mindbody: Mindbody uses the term "product" for any pricing option — services, memberships, class packages, contracts, and retail items. Only service-side pricing options populate this field (memberships, class packages, contracts); retail product sales are excluded.