Integrating MINDBODY with Pipedrive by AI Agents and Assistants

Appy Pie Automate allows you to automate multiple workflows between MINDBODY and Pipedrive

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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 Pipedrive

Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process

Integrations for Pipedrive
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Connect MINDBODY + Pipedrive in easier way

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

  • Triggers
  • New Appointment Booking Cancelled

    Triggers when a new staff appointment created

  • Appointment Booking Updated

    Triggers when a staff appointment updated

  • Class Description Updated

    Triggers when a class Description is updated

  • Class Roster Booking Status Updated

    Triggers when a Class Roster Booking status is updated

  • Class Schedule Updated

    Triggers when class schedule is updated

  • Class Updated

    Triggers when a class is updated

  • Client Contact Logs

    Trigger when a client contact logs.

  • Client Contract

    Triggers when a new client contract is created.

  • Client Contract Updated

    Triggers when a Client Contract is updated

  • New Class

    Triggers when a new class is created

  • New Class Booking Instant

    Triggers when a new class booking is created.

  • New Class Visit

    Triggers when a new class visit is created.

  • New Client Indexes

    Trigger when a new client indexes.

  • New Client Purchases

    Triggers when a new client purchases is created.

  • New Contract

    Triggers when a new contract 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. (min 4 api calls + api calls depending upon count of purchased items)

  • New Staff Appointment

    Triggers when a new staff appointment created

  • Staff Updated

    Triggers when a staff is updated

  • Updated Product Inventory

    Triggers when a new product inventory is updated

  • New or Updated Registrant

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

  • Deal Matching Filter

    Triggers every time a deal matches a Pipedrive filter.

  • New Activity

    Triggers upon an addition of a new activity in Pipedrive.

  • New Deal

    Triggers every time a new deal is created.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is added.

  • Organization Matching Filter

    Triggers every time an organization matches a Pipedrive filter.

  • Person Matching Filter

    Triggers whenever a person matches a Pipedrive filter.

  • Updated Deal

    Triggers upon a updation in an existing deal.

  • Updated Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact is updated.

  • Actions
  • Add Appointment

    Action when a new appointment created (max 2 api calls per task)

  • Cancel Appointment

    Cancel a existing appointment (max 2 api calls per task)

  • Create Sale

    Creates a new sale (max 3 api calls per task)

  • Create/Update User

    Create a new user or updates an existing user (max 3 api calls per task)

  • Create User

    Create New User (max 2 api calls per task)

  • Purchase Account Credit

    Purchase account credit (max 2 api calls per task)

  • Purchase Contract

    Creates a new purchase contract (min 2 api calls per task)

  • Purchase Gift Card

    Creates a new gift card (max 2 api calls per task)

  • Remove Client From Class

    Remove client from class (max 2 api calls per task)

  • Remove Client from Class booking

    Remove client from existing class booking (max 2 api calls per task)

  • Update Appointment

    Action when an appointment updated (max 2 api calls per task)

  • Void Sale

    Delete an existing sale (max 2 api calls per task)

  • Create Activity

    Creates a new activity.

  • Create Deal

    Creates a new deal.

  • Create Note

    Creates a new note.

  • Create Organization

    Creates a new organization.

  • Create Person

    Creates a new person.

  • Update Deal

    Updates an existing deal.

  • Update Organization

    Updates an existing organization.

  • Update Person

    Updates an existing person.

How MINDBODY & Pipedrive Integrations Work

  1. Step 1: Choose MINDBODY as a trigger app and authenticate it on Appy Pie Automate.

    (30 seconds)

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

    (10 seconds)

  3. Step 3: Pick Pipedrive 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 Pipedrive.

    (2 minutes)

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

Page reviewed by Abhinav Girdhar  | Last Updated on July 21, 2024, 2:01 am
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