Tagged: hubspot
16 documents
clear filterVersion 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.
CRMConnect 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.
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.
Automations
Foundational concepts for the APIANT automation platform, including automations, triggers, actions, apps, and the automation editor used to build workflows.
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 → 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: 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 → 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
Central hub for navigating APIANT documentation by subscription type or task, with quick links to account management, automation building, app connections, and platform features.
ShopConnect: Shopify → Mindbody
Turnkey e-commerce integration that syncs products, inventory, pricing, orders, customers, and services between Shopify and Mindbody with multi-location support.
Shopify Collaborator Access
Collaborator access grants APIANT temporary Shopify store access for integration setup and troubleshooting without sharing owner credentials.
ZoomConnect
Automated Zoom meeting creation, attendance tracking, and email/SMS notifications for Mindbody virtual classes, enrollments, and appointments.