The native Mindbody and HubSpot integration powered by Data Sync is a robust starter engine designed to ensure HubSpot Contacts inside your CRM stay populated with fresh Mindbody Client data.
In this post, we'll review popular use cases available within Mindbody's native HubSpot Data Sync and when custom mapping is required.
Keeps your contact information (phone, address, birthday) identical in both systems.
Perfect for:
If a member moves or changes their number, your front desk updates it once in Mindbody, and your HubSpot marketing team instantly has the correct data for the next SMS blast.
Automatically triggers "Welcome" sequences when new leads sign up.
Perfect for:
Med Spas and Boutique Studios that need to strike while the iron is hot—sending a digital "First Visit Guide" the second a profile is created in the Mindbody app.
High-volume migration filtered by "Last Purchase Date" or a full contact sync.
Studios with years of data who want a fresh start in HubSpot. You can choose to only sync "Active" members from the last 12 months, keeping your new portal lean and high-performing.
As your studio scales, your data needs often evolve beyond a basic contact sync. This is where we partner with you to build a custom bridge for deeper insights.
Family & Minor Accounts (One-Way)
While Accounts can natively transfer, maintaining households as separate accounts requires custom logic to map unique Mindbody Client IDs to either HubSpot custom objects or specific Association Labels.
Appointment and Class Tracking
While the native sync focuses on the profile, we build custom objects to track every visit, booking, and "no-show" in real-time.
Revenue Attribution
We align Mindbody sales data with HubSpot deals, allowing you to see exactly which marketing campaigns drove which memberships.
Member Engagement Scoring
We translate raw activity into "Health Scores," letting you automate retention outreach before a member ever thinks about canceling.