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APIANT's CRMConnect

APIANT's CRMConnect-icon
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APIANT's CRMConnect

Turbocharge HubSpot: Sync Mindbody, DonorPerfect or Cliniko fully!

建立者
APIANT
安裝次數
超過 100 次安裝
評分

5

(13)

登入以進行安裝需要 APIANT's CRMConnect 訂閱

要求

HubSpot 版本
HubSpot 帳戶權限
檢視所需的帳戶權限
APIANT's CRMConnect 訂閱
CRMConnect 版本

總覽

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.

應用程式功能

共用資料
資料來源
同步方向
在 HubSpot 中
在 HubSpot 中

(varies by connected app)

連絡人

連絡人

(varies by connected app)

連絡人名單

表單

CMS 部落格

行事曆

服務票證

參與

交易

電子郵件訂閱

擁有者

任務

連絡人名單

表單

CMS 部落格

行事曆

服務票證

參與

交易

電子郵件訂閱

擁有者

任務

(varies by connected app)

社群媒體

事件

工作流程

公司屬性

連絡人屬性

交易管道

交易屬性

社群媒體

事件

工作流程

公司屬性

連絡人屬性

交易管道

交易屬性

(varies by connected app)

對話

電子郵件事件

通知

交易電子郵件

對話

電子郵件事件

通知

交易電子郵件

更多共用資料的相關資訊

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).

評論

平均評分

5.0

依據 13 個評分


總檢閱數

13

歷來的檢閱次數


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%

平均評分

5.0

依據 13 個評分

總檢閱數

13

歷來的檢閱次數

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%

篩選評論:

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.

  • 顧問 / 諮詢

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.

  • 醫療和保健
  • 26 至 50 位員工

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

* 此處顯示的價格僅供參考。所有價格均不包含稅金、獎勵、折扣或其他價格變數。如需最新的正確價格資訊,請連絡合作夥伴。HubSpot 對合作夥伴所提供的價格資訊不承擔任何責任。上次更新價格時間:2025/08/09

更多資訊

建立者
APIANT
安裝次數
超過 100 次安裝
類別
此應用程式可用的語言
英文

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