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APIANT's CRMConnect

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APIANT's CRMConnect

Turbocharge HubSpot: Sync Mindbody, DonorPerfect or Cliniko fully!

Built by
APIANT
Installs
100+ installs
Rating

5(13)

Sign in to installRequires APIANT's CRMConnect subscription

Requirements

HubSpot Plan
    Works with all HubSpot plans
Learn more
HubSpot Account permissions
View the required account permissions
APIANT's CRMConnect Subscription
CRMConnect plan

Overview

Turbocharge HubSpot with CRMConnect!

Struggling with disjointed apps and data? CRMConnect offers sophisticated, bi-directional integrations between HubSpot and Mindbody, DonorPerfect or Cliniko.

Built by APIANT, the leader in mission-critical CRM integration platforms, these three integration API apps represent the pinnacle of understanding and solving business challenges. APIANT's expertise in seamless and robust integrations ensures that businesses not only connect their systems efficiently but also automate growth effectively. With these tools, an integration is not just about linking systems; it's a strategic step towards amplified business performance and success.

Our turnkey configurable integration apps help you consolidate systems, eliminate tedious tasks, and activate insights across platforms — so your team can collaborate seamlessly while leveraging the full capabilities of your stack.

Purpose-built for key industries, CRMConnect integrations enhance the value of your existing tools:

Fitness, Health and Beauty Businesses (Mindbody):

Achieve complete visibility into client activities, visits and purchases to create targeted communications that convert and retain members.

Click Here to Learn more about CRMConnect: Mindbody → HubSpot

Nonprofits (DonorPerfect):

Combine donor management and marketing automation to steward supporters based on their interests and giving history while gaining strategic insights.

Click Here to Learn more about CRMConnect: DonorPerfect → HubSpot

Healthcare Organizations (Cliniko):

Unify patient records, bookings, visits and referral tracking to deliver personalized experiences and connect engagement to revenue cycle management.

Get more from your tech investments with CRMConnect today!

Features

Mindbody → HubSpot more than 120 properties synced

Data is power! Every relevant piece of data about your Mindbody client is synced in HubSpot with 120+ custom properties created by CRMConnect. Each property was carefully selected as an essential data point for your wellness business.

The Appointment Pipeline

The Appointment Pipeline will list every appointment as a deal with relevant information including related purchase information. Each deal will then be automatically updated with changes such as a schedule change or a status change or a remaining count for an appointment series.

The Sales Pipeline

You can't improve what you don't measure. This pipeline created by CRMConnect will itemize every purchase by your clients. You can finally measure the effectiveness of everything your company and staff do, by connecting revenue to these activities (like newsletters, coaching, sales activities, etc.)

DonorPerfect "CodeSync"

With "CodeSync", manual re-entry of dropdown codes and code descriptions from DonorPerfect to HubSpot becomes a thing of the past. Make changes in DonorPerfect and watch them automatically populate in your HubSpot dropdown properties.

DonorPerfect "FlagSync"

When you add or modify flags in DonorPerfect, they're automatically integrated into HubSpot as multi-select options. Your adjustments in one platform populate effortlessly in the other. You no longer need to reference DonorPerfect - all the options are already in HubSpot, simplifying and enhancing your data analysis.

App Functionality

Shared Data
Data Source
Sync Direction
In HubSpot
In HubSpot

(varies by connected app)

Contacts

Contacts

(varies by connected app)

Contact Lists

Forms

CMS Blog

Calendar

Tickets

Engagements

Deals

Email Subscription

Owners

Tasks

Contact Lists

Forms

CMS Blog

Calendar

Tickets

Engagements

Deals

Email Subscription

Owners

Tasks

(varies by connected app)

Social Media

Events

Workflows

Company Properties

Contact Properties

Deal Pipelines

Deal Properties

Social Media

Events

Workflows

Company Properties

Contact Properties

Deal Pipelines

Deal Properties

(varies by connected app)

Conversations

Email Events

Notifications

Transactional Email

Conversations

Email Events

Notifications

Transactional Email

More info about shared data

True two-way sync as opposed to (round trip) means a user can make changes in either app and the data will sync (including email changes).

Reviews

Average rating

5.0

Based on 13 ratings


Total reviews

13

Number of reviews all-time


5
100% complete
100%
4
0% complete
0%
3
0% complete
0%
2
0% complete
0%
1
0% complete
0%

Average rating

5.0

Based on 13 ratings

Total reviews

13

Number of reviews all-time

5
100% complete
100%
4
0% complete
0%
3
0% complete
0%
2
0% complete
0%
1
0% complete
0%

Filter reviews:

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5/5
    Oct 23, 2024

Save loads of time with APIANT's HubSpot intgegration

This has been a game changer; Works wonderfully, saves me hours in manual data entry and you can do just about any automation 11/10

  • Nacin, J.

  • Consulting/Advisory

5/5
    May 6, 2024

Great System

Our data flows seamlessly using this solution between our customer database platform and our CRM thanks to CRMConnect. It allows us to use two systems in the most efficient way possible. I also can't speak highly enough about Apiant! Apiant has been fantastic to work with. We've been partnering with Apiant since 2019 when they first helped us connect our HubSpot instance with our Customer data platform. They were responsive and helpful in getting us onboarded and even show us some best practices on workflows along with gave us some new ways to consider using our data to interact with leads and customers. The real defining moment for us was during COVID. We operate gyms and pulled in Apiant who worked fast and tirelessly to custom build a solution that would allow us to host classes virtually via zoom. This helped keep our members engaged during lockdown. Without this solution, we no doubt would have lost a lot of those customers. They have been great partners since day 1. THANK YOU!

  • Covington, L.

  • Medical & Wellness
  • 26 to 50 employees

CRMConnect

$154.92

/month

Unlock the Power of HubSpot with CRMConnect!

Unlimited syncs

CRMConnect

$154.92

/month

Unlock the Power of HubSpot with CRMConnect!

Unlimited syncs

* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 11/28/2023

More info

Built by
APIANT
Installs
100+ installs
Categories
Languages this app is available in
English

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