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Integrate Salesforce with MINDBODY

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

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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.

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 ways to Integrate Salesforce + MINDBODY

  • Salesforce Integration MINDBODY Integration

    Salesforce + MINDBODY

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

    Salesforce + MINDBODY

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

    Salesforce + MINDBODY

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

    Salesforce + MINDBODY

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

    Salesforce + MINDBODY

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

    Salesforce + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • 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
  • 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.

  • 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

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

How Salesforce & MINDBODY Integrations Work

  1. Step 1: Choose Salesforce 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 Salesforce to MINDBODY.

    (2 minutes)

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

Integration of Salesforce and MINDBODY

Salesforce?

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?

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.

Integration of Salesforce and MINDBODY

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.

Benefits of Integration of Salesforce and MINDBODY

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.