Integrate Freshworks CRM with MINDBODY

Appy Pie Connect allows you to automate multiple workflows between Freshworks CRM and MINDBODY

  • No code
  • No Credit Card
  • Lightning Fast Setup
20 Million man hours saved

Award Winning App Integration Platform

About Freshworks CRM

Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.

About MINDBODY

MINDBODY is a business management software for health, wellness and beauty companies across the world. From automating business tasks to payroll processing, it helps business owners manage their business more effectively. Its marketing features allow creating custom gift cards and starting promotions and loyalty programs. Screen reader support enabled.

MINDBODY Integrations

Best Freshworks CRM and MINDBODY Integrations

  • Freshworks CRM Integration MINDBODY Integration

    Freshworks CRM + MINDBODY

    Add Appointment in MINDBODY when New Appointment is created in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM Integration New Appointment
     
    Then do this...
    MINDBODY Integration Add Appointment
  • Freshworks CRM Integration MINDBODY Integration

    Freshworks CRM + MINDBODY

    Create User to MINDBODY from New Appointment in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM Integration New Appointment
     
    Then do this...
    MINDBODY Integration Create User
  • Freshworks CRM Integration MINDBODY Integration

    Freshworks CRM + MINDBODY

    Create Sale to MINDBODY from New Appointment in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM Integration New Appointment
     
    Then do this...
    MINDBODY Integration Create Sale
  • Freshworks CRM Integration MINDBODY Integration

    Freshworks CRM + MINDBODY

    Add Appointment in MINDBODY when New Task is created in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM Integration New Task
     
    Then do this...
    MINDBODY Integration Add Appointment
  • Freshworks CRM Integration MINDBODY Integration

    Freshworks CRM + MINDBODY

    Create User to MINDBODY from New Task in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM Integration New Task
     
    Then do this...
    MINDBODY Integration Create User
  • Freshworks CRM Integration {{item.actionAppName}} Integration

    Freshworks CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Freshworks CRM + MINDBODY in easier way

It's easy to connect Freshworks CRM + MINDBODY without coding knowledge. Start creating your own business flow.

    Triggers
  • New Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task created.

  • New Class

    Triggers when a new class is created

  • New Enrollment

    Triggers when a new enrollment is created

  • New Product

    Triggers when a new product created

  • New Registrant

    Triggers when a new registrant is created.

  • New Sale

    Triggers when a new sale is created.

  • New Staff Appointment

    Triggers when a new staff appointment created

  • Updated Registrant

    Triggers when new registrant added or an existing registrant is updated.

    Actions
  • Add Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

  • Add Appointment

    Action when a new appointment created

  • Create Sale

    Creates a new sale.

  • Create Update User

    Create a new user or updates an existing user.

  • Create User

    Create New User

Compliance Certifications and Memberships

Highly rated by thousands of customers all over the world

We’ve been featured on

featuredon
Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Freshworks CRM & MINDBODY Integrations Work

  1. Step 1: Choose Freshworks CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick MINDBODY as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Freshworks CRM to MINDBODY.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Freshworks CRM and MINDBODY

Freshworks CRM is a cloud-based customer relationship management software developed by Freshworks, Inc. It helps companies to manage relationships with current and potential customers in sales, sales support, marketing, service, and field service. It offers sales teams the ability to track leads, opportunities, proposals, quotes, accounts, and contacts in one place. It can also track activities such as calls, emails, meetings, and tasks. Freshworks CRM comes with features like lead assignment, email tracking, calendar integration, task management, and reporting.

MINDBODY is used for all operational aspects of the fitness industry. The MINDBODY product line includes features like online scheduling, online payments, online registration, online marketing tops (social media & mobile), member retention services (membership perks & incentives), POS integration (point of sale integration), web based reporting, and automated email reports. It has more than 3500 customers in over 100 countries. The company was founded in 2004 and is headquartered in Los Angeles (CA.

Integration of Freshworks CRM and MINDBODY

Freshworks CRM combines the power of a CRM platform for managing a company’s interactions with a prospect’s journey from lead to repeat customer. Its features include lead assignment, email tracking, calendar integration, task management, and reporting.

Freshworks CRM integrates with other applications using customizable webhooks. In case of MINDBODY integration, there should be a webhook created between Freshworks CRM and MINDBODY so that every time a user performs an activity on MINDBODY it will be recorded on Freshworks CRM automatically. MINDBODY REST API has been used for this purpose. As a result of integration of Freshworks CRM and MINDBODY there are a number of benefits that a business gets.

  • The Benefits of Integration of Freshworks CRM and MINDBODY
  • The benefits of the integration of Freshworks CRM and MINDBODY are numerous. The fplowing are some of the benefits:

    • Easier Management of Sales Activities. By integrating Freshworks CRM and MINDBODY, it becomes easier to manage all your sales activities. All your contact information, activities performed by your team members along with the emails sent/received will be available in one single place in an organized manner which will help you in better analyzing and predicting sales in advance. With Freshworks CRM and MINDBODY’s integration you can also manage your appointments for face to face meetings or phone calls in a more easy way. You can create different types of appointments such as Appointment for Sales Call, Appointment for Demo / Training etc. It will also help you in creating fplow up tasks/to-dos after meeting with clients. For instance, if you have met with an existing customer then after your meeting you can add a task/to-do to your team member to send a call reminder to the client in next 7 days about renewing their annual contract. Similarly, if you have met with a prospect then after meeting you can add a task/to-do to your team member to fplow up with that prospect again via email or phone call in next 30 days. This would help your team members to know when they should fplow up with an existing prospect or prospect to get them converted into actual customers.
    • Better Customer Experience. By integrating Freshworks CRM and MINDBODY it becomes easier for you to maintain communication with your existing customers and prospects at every stage of the customer journey because both systems are integrated seamlessly. After integrating both systems you can easily send email reminders to your customers regarding renewal of their accounts/contracts, rewards/promotions etc. You can also send emails to customers regarding upcoming events or new programs that may interest them etc. Whereas MINDBODY allows you to send emails to users who have not logged into your website/app for some time period (which is helpful in re-engaging disengaged customers. Also, after sending an email to your customers via Freshworks CRM & MINDBODY you can track how many people opened the email and its click rates (which is helpful in determining which part of the email worked best.
    • Improved Lead Generation Processes. By integrating Freshworks CRM and MINDBODY it becomes easier to manage your lead generation processes because both systems are integrated seamlessly. With Freshworks CRM you can use marketing automation features that will help you generate leads through several channels like social media posts on Facebook/Twitter/Instagram etc., Google AdWords campaigns etc., YouTube campaigns etc., referrals etc., search engine marketing campaigns etc. On the other hand using MINDBODY you can create tailored marketing campaigns for each employee/member of your team so that they can use it on their own devices. For example, if you are working on an event that will take place next week then your team member responsible for advertising the event/selling tickets for the event can create a campaign on MINDBODY which can be accessed by everyone via their mobile devices/tablets/laptops etc., they do not even need to open their laptop or desktop computers because everything is done via mobile devices/tablets/laptops etc.. All it needs is internet connection which is available almost everywhere these days. Similarly using MINDBODY you can promote upcoming events via SMS text messages which are delivered to cell phones directly thus saving money on printing flyers & brochures etc.. You can also use SMS text messages for alerts about important safety issues or reminders about upcoming community events etc.. You can also promote upcoming events via social media posts on Facebook/Twitter/Instagram etc.. There are various ways through which you can promote upcoming events on social media platforms but most commonly used are Facebook posts with pictures related to the event/program so that people become more curious about it and start searching more about it. For example, if you are planning to organize an event related to Zumba dance classes then post pictures of people dancing on Zumba music videos on Facebook so that people will become curious about it and start searching more about it on internet via search engines like Google etc.. This will help you generate more leads for your classes as people will be more keen to join such classes as they will feel like they will learn something new and exciting. Thus this integration between Freshworks CRM and MINDBODY will help you generate leads through social media posts very easily without having to learn complex techniques to create such posts yourself/hiring someone else to create such posts for you etc.. Social media expert usually charge high fees for making such posts for you because creating such posts itself takes a lot of time and effort and they need to understand what kind of posts work best for which industries/types of businesses etc.. But now thanks to this integration between Freshworks CRM and MINDBODY you do not need to pay anyone else as this process is completely automated now thus saving you money as well as helping you increase sales figures as well as revenues as you do not need to hire additional people just to write such posts for you nor do you need any additional equipment/software etc.. Just login into both systems and start posting such content on social media platforms using these systems. Of course using social media platforms to promote events is not the only way through which you can generate leads using this integration between Freshworks CRM and MINDBODY because there are many other ways through which you can generate leads as well such as flying banners from planes or helicopters near targeted areas where people gather most often (i.e. beaches during summer time etc.), placing ads on buses or trams near targeted areas where people gather most often (i.e. beaches during summer time etc.), emails sent through Freshworks CRM or direct emails sent through MINDBODY etc..
    • Easy Integration with Other Systems. By integrating Freshworks CRM and MINDBODY it becomes much easier for you to integrate it with other systems as well because both systems are integrated seamlessly now so now whenever there is a change made in one system through integration with the other system it immediately gets reflected in the other system as well thus providing real time data both ways which helps in making better business decisions as well as providing better customer experiences as well as overall increased productivity as well as profitability as now there is no need to enter data manually into multiple systems thus saving time as well as reducing chances of errors being made due to manual data entry into multiple systems thus providing much higher data integrity as well as accuracy etc.. Hence using this integration between Freshworks CRM and MINDBODY not only helps your business save money but also saves time which translates into increased productivity levels of each staff member of your company/organization etc.. Also since there is no manual data entry into multiple systems anymore thus reducing chances of data entry errors being made which ultimately translates into

    The process to integrate Freshworks CRM and MINDBODY may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.