Integrating MINDBODY with Salesforce by AI Agents and Assistants

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

  • No credit card required
  • 7 days free trial
  • Lightning Fast Setup
Heart
20 Million man hours saved

Award Winning App Integration Platform

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.

Integrations for Salesforce
Salesforce Alternatives

Looking for the Salesforce Alternatives? Here is the list of top Salesforce Alternatives

  • Zoho CRM Integration Zoho CRM
  • Pipedrive Integration Pipedrive
  • HubSpot CRM Integration HubSpot CRM
  • Zendesk Integration Zendesk
  • Alore CRM Integration Alore CRM
  • amo CRM Integration amo CRM
  • Dubsado Integration Dubsado
  • Flexie CRM Integration Flexie CRM
  • OnePageCRM Integration OnePageCRM
  • Teamgate Integration Teamgate
  • ClickUp Integration ClickUp
  • Keap Integration Keap
Connect MINDBODY + Salesforce in easier way

It's easy to connect MINDBODY + Salesforce 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.

  • 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 (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 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 Record

    Updates a existing record.

How MINDBODY & Salesforce 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 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.

Page reviewed by Abhinav Girdhar  | Last Updated on July 21, 2024, 11:44 pm
Book An Appointment