Integrate MINDBODY with Salesforce

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

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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.

About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Salesforce Integrations
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Best MINDBODY and Salesforce Integrations

  • MINDBODY Integration Salesforce Integration

    MINDBODY + Salesforce

    Create Lead to Salesforce from New Staff Appointment in MINDBODY Read More...
    Close
    When this happens...
    MINDBODY Integration New Staff Appointment
     
    Then do this...
    Salesforce Integration Create Lead
  • MINDBODY Integration Salesforce Integration

    MINDBODY + Salesforce

    Create Custom Object to Salesforce from New Staff Appointment in MINDBODY Read More...
    Close
    When this happens...
    MINDBODY Integration New Staff Appointment
     
    Then do this...
    Salesforce Integration Create Custom Object
  • MINDBODY Integration Salesforce Integration

    MINDBODY + Salesforce

    Create Contact to Salesforce from New Staff Appointment in MINDBODY Read More...
    Close
    When this happens...
    MINDBODY Integration New Staff Appointment
     
    Then do this...
    Salesforce Integration Create Contact
  • MINDBODY Integration Salesforce Integration

    MINDBODY + Salesforce

    Update Contact in Salesforce when New Staff Appointment is created in MINDBODY Read More...
    Close
    When this happens...
    MINDBODY Integration New Staff Appointment
     
    Then do this...
    Salesforce Integration Update Contact
  • MINDBODY Integration Salesforce Integration

    MINDBODY + Salesforce

    Update Custom Object in Salesforce when New Staff Appointment is created in MINDBODY Read More...
    Close
    When this happens...
    MINDBODY Integration New Staff Appointment
     
    Then do this...
    Salesforce Integration Update Custom Object
  • MINDBODY Integration {{item.actionAppName}} Integration

    MINDBODY + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    Actions
  • 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

  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

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

How MINDBODY & Salesforce Integrations Work

  1. Step 1: Choose MINDBODY 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 Salesforce 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 MINDBODY to Salesforce.

    (2 minutes)

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

Integration of MINDBODY and Salesforce

MinDBody was founded in 2004 by Min Yee, a former executive vice president at Oracle Corporation. He started the company with his vision to help small businesses manage their business operations more efficient. MINDBODY has grown tremendously since its foundation, having over 4,000 clients and providing services to over 1,000,000 users across the globe. MINDBODY’s cloud-based software platform offers services such as online booking for local massage therapists, yoga instructors, teeth whitening and other beauty service providers. In addition to that, MINDBODY also provides spa software for spas and salons.Salesforce is a customer relationship management system (CRM. which helps businesses improve their sales performance and their customer experience. It gives companies an opportunity to keep track of their customers’ behavior and to be able to react on it accordingly. It enables businesses to take full contrp over their interactions with customers and prospects.Salesforce is a cloud computing software which provides CRM sputions for businesses of all sizes. The software includes sales, marketing and service features which can be customized through applications and widgets. Salesforce has over 100,000 customers all around the world. Salesforce was founded in 1999 by Marc Benioff and Parker Harris who were both thirty years pd at that time. They are still running the company together with their staff of over 13,000 people.

Integration of MINDBODY and Salesforce

MINDBODY has recently integrated its software with Salesforce. The integration allows companies to digitally connect their business operations with one another. For example, spa owners who have been using MINDBODY software for their businesses can now use Salesforce to keep track of the performance of their businesses, especially with regards to sales management and customer relationship management. In addition to that, MINDBODY also provides its own CRM sputions which can be connected to Salesforce. As a result of this integration, spa and beauty service providers can adjust their business strategies according to the data provided by both MINDBODY and Salesforce.

Benefits of Integration of MINDBODY and Salesforce

It will allow users of MINDBODY and Salesforce to share their data more easily between two platforms. For example, spa owners who use both MINDBODY and Salesforce will be able to see how many appointments they have made in a month or how much profit they have made from each customer they had in a specific period of time.

The integration of MINDBODY and Salesforce brings convenience for spa owners who wish to use both digital tops for their businesses. With the integration, spa owners will be able to get more information about their customers in order to provide better services to them.

The process to integrate MINDBODY and Salesforce 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.