Mindbody and Klaviyo
Automatically synchronize patient and contact data, including demographics, preferences, and appointment history.
Alec Whitten • 17 Jan 2022
Before you see pricing, see exactly what you're getting - and why hundreds of wellness businesses already rely on it.
You have thousands of clients in Mindbody. But without the right integration, your sales team can't use that data where it matters.
Staff waste time copying client info between Mindbody and Zoho CRM instead of serving clients and growing your business.
Without a unified profile, your team works from incomplete data - missing visits, expired memberships, and outdated contact details across two disconnected systems.
Without real client activity data in Zoho CRM, your pipeline is blind - no purchase history, no service context, no way to prioritize who to follow up with next.
Link your Mindbody and Zoho CRM accounts in minutes. No developers needed.
Choose what to sync. CRMConnect handles the data logic, deduplication, and mapping.
Build Zoho CRM workflows on rich, real-time client data. Automate what matters.
Automatically sync detailed Mindbody data into Zoho CRM custom objects - powering precise automations, insightful reporting, and targeted client experiences.
Automatically maintain synchronized client profiles between Mindbody and Zoho CRM. Updates flow in both directions, so your team always works with accurate, up-to-date data.
Automatically track clients' most recent visits, empowering you to follow up or proactively re-engage clients who haven't visited within a specified timeframe.
Sync appointments directly into Zoho CRM for clear visibility of scheduling, attendance, cancellations, and reschedules - enabling timely follow-ups and no-show recovery.
Real-time updates on membership status, sessions remaining, renewals, and expirations - all synced into Zoho CRM so your team can act on at-risk members before they leave.
Automatically capture every client purchase, individual items bought, and payment statuses. Leverage this detailed data for precise sales tracking, targeted marketing, and crystal-clear financial visibility.
Track detailed client service information for personalized communication, enabling your team to see exactly which services each client has purchased and used.
Integrations aren't side-projects - they're critical infrastructure. CRMConnect is a turnkey, professionally-engineered solution built by experts with deep domain knowledge in Mindbody and Zoho CRM.
Most customers understand the ROI before the demo is even over.
CRMConnect bridges Mindbody and Zoho CRM, providing a unified platform to manage client information and relationships efficiently.
Everything you need to know
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Join hundreds of wellness businesses already using CRMConnect.
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Business integration that mirrors your entire Mindbody operation in ZohoCRM. All business objects - clients, sales, payments, services, memberships, and contracts - are automatically synchronized in real-time, enabling unified management across multiple locations.
Business integration that mirrors your entire Mindbody operation in ZohoCRM. All business objects - clients, sales, payments, services, memberships, and contracts - are automatically synchronized in real-time, enabling unified management across multiple locations.
Business integration that mirrors your entire Mindbody operation in ZohoCRM. All business objects - clients, sales, payments, services, memberships, and contracts - are automatically synchronized in real-time, enabling unified management across multiple locations.
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