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.
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
Salesforce + MINDBODYAdd Appointment in MINDBODY when New Lead is created in Salesforce Read More...
Salesforce + MINDBODYAdd Appointment in MINDBODY when New Contact is created in Salesforce Read More...
It's easy to connect Salesforce + MINDBODY without coding knowledge. Start creating your own business flow.
Triggers the moment a new account is created.
Triggers when a new attachment is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Triggers when a new class is created
Triggers when a new enrollment is created
Triggers when a new product created
Triggers when a new registrant is created.
Triggers when a new sale is created.
Triggers when a new staff appointment created
Triggers when new registrant added or an existing registrant is updated.
Create a new attachment (max 25 mb)
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Modify an existing custom object (of the type you choose).
Updates a existing record.
Action when a new appointment created
Creates a new sale.
Create a new user or updates an existing user.
Create New User
Salesforce is a cloud-based customer relationship management (CRM. software designed to maximize efficiency, reduce costs and drive revenue for businesses of all sizes. It helps companies to simply connect with customers across multiple channels, including social media, email, mobile and others.
MINDBODY is an all-in-one online booking platform for salons and spas. The company’s mission is to transform the way people book beauty appointments. The company helps professionals grow their business by providing a scalable spution that allows them to spend less time in the back office and more time doing what they do best – servicing clients. MINDBODY is comprised of a powerful platform and a dedicated team of experts. MINDBODY is based in San Francisco, California. Since its founding, the company has experienced rapid growth, rising from 30 employees in 2011 to over 200 today. In 2012, it was named one of the fastest growing private companies in America by the Inc. 5000.
By integrating Salesforce and MINDBODY, you can make your client’s experience easier and faster. You can also better communicate with them about your services and products via email reminders and marketing campaigns. MINDBODY’s client interface helps you take contrp of your customer data, making it easy to update client information across multiple channels such as email, text or phone. Through Salesforce, you can access client data from anywhere at any time and keep track of every interaction with them. It’s easy to see which clients are most active on the MINDBODY platform, allowing you to personally contact them and offer special incentives that get you to the top of their appointment list.
Automatically sync your clients’ information into Salesforce so that you never have to enter information twice. Use Salesforce to track your clients’ activity on MINDBODY. Know when they view your profiles or book appointments with your business and send them emails or text messages about upcoming promotions or changes to their service schedule. You can also use Salesforce to keep track of your customer leads and send them emails or text messages with reminders about the services they purchased or when they need to schedule their next appointment. When you know when a client first became a lead or when they signed up for your service, you can give them targeted messages based on their timing of purchase or appointment.
Salesforce and MINDBODY are an effective combination that helps salons and spas grow their business. You can market your services through targeted email campaigns, remind clients about upcoming appointments or services they have purchased, and track every interaction with every client. By integrating these two platforms together, it becomes much easier for you to build a strong base of clients who come back regularly for your services.
The process to integrate Salesforce 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.