Tagged: crm

Push ActiveCampaign Contacts ➜ Cliniko Patients

Refreshing trigger fields

Learn how triggers in CRM systems can provide dynamic output fields that can be easily updated or added later on. With the ability to emit newly added custom fields by simply clicking the "Refresh Fields" button, these triggers enable seamless mapping to

Version 1.26 Enhancements

**Feature Overview**

CRMConnect: Mindbody → HighLevel

Turnkey bi-directional integration that syncs client profiles, memberships, visits, sales, and 140+ custom fields between Mindbody and HighLevel CRM in real time.

CRMConnect v3.6 – International Phone Number Formatting (Mindbody → HubSpot)

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How to Add or Update a Mindbody Client from ActiveCampaign

Push contacts from ActiveCampaign to Mindbody using the updatembo tag — create new clients or update existing ones automatically.

Version 1.29 Enhancements

**Feature Overview**

Concurrency

Learn how to control and optimize the number of automations running simultaneously with concurrency controls. Discover how setting the right concurrency limit can drastically improve the processing speed of automations with webhook instant triggers and wh

Version 1.30 Enhancements

### Feature Overview

Turn off filtered data row recording

Learn how to optimize storage space and improve search performance in your system by unchecking the option to record filtered records. Discover the benefits and considerations of this feature to efficiently manage large amounts of data and ensure effectiv

Refreshing action fields

Learn how to dynamically determine input and output fields for actions with our document! Discover how CRM actions, such as adding a new contact, can have custom fields and how the "Refresh Fields" button can update automations when new fields are added t

Key Concepts

Learn about automation in APIANT and how it can save you time and money. Discover triggers and actions, including instant webhooks, polling triggers, date time triggers, and two-way sync triggers. Explore the benefits of using subroutines and learn about

HTTP

Learn how the HTTP system utility app allows you to easily fetch data from a URL and make REST-style API calls using various HTTP verbs. Discover how you can customize the app's functionality by copying the HTTP action in the Assembly Editor to create you

CRMConnect: Cliniko → ActiveCampaign

Learn how CRMConnect ensures accurate client matching between Mindbody and HubSpot by implementing specific rules. This document covers strategies to overcome challenges like duplicating client profiles with identical emails in Mindbody. Gain insights int

CRMConnect: Cliniko → HubSpot

Synchronize client information between Cliniko and HubSpot with CRMConnect's turnkey integration solution. Supports patient, contact, appointment, and invoice syncing with practitioner email caching and configurable deal owner assignment.

CRMConnect: Cliniko → Salesforce (cloned)

This document explores the matching rules employed by CRMConnect to pair up clients in Mindbody with contacts in HubSpot. With the challenge of multiple clients sharing the same email in Mindbody, the document illuminates five matching rules based on dive

CRMConnect: DonorPerfect → ActiveCampaign

Learn about CRMConnect: DonorPerfect → ActiveCampaign version 1.2, a pre-built integration solution that seamlessly connects DonorPerfect and ActiveCampaign. Discover how this integration grants ActiveCampaign real-time access to valuable information on d

CRMConnect: DonorPerfect → HubSpot

Learn about the benefits and features of CRMConnect version 1.2, a powerful integration solution connecting DonorPerfect and HubSpot. Discover how this two-way sync ensures seamless transfer of donor information and donations, enabling HubSpot to access r

CRMConnect: DonorPerfect → Keap

Learn how CRMConnect version 1.1 enables seamless integration between DonorPerfect and Keap, granting Keap users instant access to up-to-date donor information and comprehensive donation details in real-time. Enhance your fundraising efforts with this str

CRMConnect: Mindbody → ActiveCampaign

Turnkey bi-directional integration that syncs client profiles, 120+ custom fields, memberships, class bookings, appointments, visits, sales pipelines, and marketing automation data between Mindbody and ActiveCampaign — instantly.

Trigger functionality

Discover how triggers in automation, such as Instant Webhook, Polling, Date Time, and Two-way Sync triggers, play a crucial role in initiating data processing. Learn how these triggers emit new or modified data rows, containing vital information about tri

CRMConnect: Mindbody → HubSpot

Turnkey bi-directional integration that syncs client profiles, 120+ custom properties, memberships, visits, sales pipelines, and appointment data between Mindbody and HubSpot.

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.

Two-way sync

Learn how to implement two-way sync, or bidirectional sync, to mirror data between two systems. Discover how triggers and automations can be connected to create efficient sync automations. Understand the importance of data conversions, especially with dat

CRMConnect: Mindbody → Klaviyo

Turnkey one-way integration that syncs client profiles, class bookings, appointments, visits, purchases, and membership data from Mindbody into Klaviyo for behavioral email and SMS marketing.

CRMConnect: Mindbody → Zoho CRM

Turnkey bi-directional integration that syncs client profiles, appointments, memberships, contracts, purchases, and client services between Mindbody and Zoho CRM with custom object mapping.

Explore our documentation

Find relevant documentation easily with this comprehensive resource. Access documentation tailored to your subscriptions and specific needs, including ShopConnect, ZoomConnect, MailConnect, and CRMConnect. Discover helpful information for managing account

What is APIANT?

Discover APIANT, the low-code browser-based platform for building automated workflows and integrating APIs without coding. With its drag-and-drop editor, create trigger and action API integrations effortlessly. Customize your solutions through coding, ens