Tagged: crmconnect
19 documents
clear filterCRMConnect v3.6 – International Phone Number Formatting (Mindbody → HubSpot)
International phone number formatting automatically adds country calling codes to phone numbers synced from Mindbody to HubSpot, storing them in standard E.164 format for validation and reliable country detection.
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.
Version 1.26 Enhancements
Version 1.26 introduces automatic syncing of next appointment properties from Cliniko to HubSpot, including date, time, category, and practitioner details, updating whenever appointments are created, modified, canceled, or archived.
Push ActiveCampaign Contacts ➜ Cliniko Patients
Automatically sync ActiveCampaign contacts to Cliniko patients using a simple tag. Create new patients or update existing records based on email matching, with automatic cleanup and error tracking.
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
New appointment sync range controls, custom HubSpot deal naming from Cliniko data, business display name options, and expanded field mappings including pronouns and appointment notes.
Version 1.30 Enhancements
Multi-brand HubSpot organizations can now route synced Cliniko data to specific business units using new integration settings that enable accurate brand-based data assignment.
CRMConnect: Cliniko → ActiveCampaign
Automates patient data synchronization from Cliniko to ActiveCampaign, including appointments, invoices, and engagement tags, enabling targeted communications and real-time record updates for healthcare practices.
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)
Bi-directional sync between Cliniko and Salesforce that syncs client profiles, appointments, visits, memberships, and contracts with matching rules to accurately connect clients across systems.
CRMConnect: Cliniko → Salesforce
Bi-directional sync between Cliniko and Salesforce that syncs client profiles, appointments, visits, memberships, and contracts with matching rules to accurately connect clients across systems.
CRMConnect: DonorPerfect → ActiveCampaign
Sync donor records and donation data from DonorPerfect to ActiveCampaign to maintain current donor visibility and automate follow-up workflows.
CRMConnect: DonorPerfect → HubSpot
Bi-directional sync automation that keeps donor profiles and donation records synchronized between DonorPerfect and HubSpot in real time.
CRMConnect: DonorPerfect → Keap
Turnkey integration that syncs donor information and donation data from DonorPerfect into Keap, providing real-time visibility into donor records and giving history.
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.