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APIANT's CRMConnect

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应用程序

APIANT's CRMConnect

Turbocharge HubSpot: Sync Mindbody, DonorPerfect or Cliniko fully!

构建者
APIANT
安装
超过 100 次安装
评分

5(13)

登录以进行安装需要 APIANT's CRMConnect 订阅

要求

HubSpot 计划
    适用于所有 HubSpot 计划
了解更多信息
HubSpot 帐户权限
查看必要帐户权限
APIANT's CRMConnect 订阅
CRMConnect 计划

概览

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!

功能

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.

应用程序功能

共享数据
数据源
同步方向
在 HubSpot 中
在 HubSpot 中

(varies by connected app)

联系人

联系人

(varies by connected app)

联系人列表

表单

CMS 博客

日历

服务工单

互动

交易

电子邮件订阅

所有者

任务

联系人列表

表单

CMS 博客

日历

服务工单

互动

交易

电子邮件订阅

所有者

任务

(varies by connected app)

社交媒体

事件

工作流

公司属性

联系人属性

交易管道

交易属性

社交媒体

事件

工作流

公司属性

联系人属性

交易管道

交易属性

(varies by connected app)

对话

电子邮件事件

通知

交易电子邮件

对话

电子邮件事件

通知

交易电子邮件

更多共享数据的相关信息

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).

评论

平均评分

5.0

根据 13 个评分


总审查数

13

历来审查数


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

平均评分

5.0

根据 13 个评分

总审查数

13

历来审查数

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

过滤评论:

排序:


5/5
    2024年10月23日

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.

  • 顾问/咨询

5/5
    2024年5月6日

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.

  • 医疗和保健
  • 26 到 50 个员工

CRMConnect

US$154.92

/月

Unlock the Power of HubSpot with CRMConnect!

Unlimited syncs

CRMConnect

US$154.92

/月

Unlock the Power of HubSpot with CRMConnect!

Unlimited syncs

* 此处的定价仅供展示。所有价格均不包含税、奖励、折扣或其他定价变量。你应联系合作伙伴以获取最新的正确定价信息。HubSpot 对合作伙伴所提供的定价信息不承担任何责任。上次更新定价时间:2023/11/28

更多信息

构建者
APIANT
安装
超过 100 次安装
类别
应用程序可用的语言
英语

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