Tagged: crmconnect

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.

Push ActiveCampaign Contacts ➜ Cliniko Patients

Version 1.26 Enhancements

**Feature Overview**

Version 1.29 Enhancements

**Feature Overview**

Version 1.30 Enhancements

### Feature Overview

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.

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.

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.