01
Client & Membership Sync
Clients, memberships, visits and sales flow from Mindbody into Salesforce in near real time through Mindbody webhooks, with scheduled syncs as a backstop, with custom objects and fields mapped to your org.
SmartIntegration for Sports & Fitness
Salesforce + Mindbody integration.
Mindbody Public APISalesforce REST APIQuickBooks + Sage (optional)Webhooks + scheduledDeduplicatedTLS/SSL encrypted
Built for fitness studios, gyms, wellness centers and training facilities running Mindbody with Salesforce — single or multi-location, with optional payment reconciliation and revenue posting to QuickBooks Online, QuickBooks Desktop or Sage Intacct.
→Mindbody to Salesforce sync
1Record per person
+GLOptional accounting posting
100%Configurable to your rules
Data Objects & Mappings
What gets synced — every object.
Standard mappings cover the client lifecycle from first sign-up through payments and revenue. Every mapping is configurable to your Salesforce fields and custom objects.
| Mindbody Object | Direction | Salesforce Object | Notes |
|---|---|---|---|
| Client | → To Salesforce | Contact / Account | Clients matched and deduplicated; one CRM record per person |
| Contract / membership | → To Salesforce | Membership (custom object) | Membership type, status, start, renewal and cancellation dates |
| Class and appointment visits | → To Salesforce | Visit history (custom object) | Attendance and engagement history for retention programs |
| Sale — packages, class passes, retail | → To Salesforce | Sale (custom object) | Purchases with line items for lifetime-value reporting |
| Payment | → To Salesforce | Payment (custom object) | Payments and refunds linked to the client and sale |
| Site / location | → To Salesforce | Location field or custom object | Multi-location reporting and routing |
| Sales revenue | → To accounting | QuickBooks / Sage journal entry | Revenue posted by location and revenue category |
| New client (optional) | ← To Mindbody | Salesforce Lead / Contact | Converted leads can create the client in Mindbody through the Public API |
ClientMembershipVisitSaleSalesforce
How It Works
Built for clean, reliable, secure sync.
02
Client Matching
Records are matched and deduplicated before they are created, so each person has one record across locations, memberships and purchases.
03
Payments + Reconciliation
Payments and refunds are linked to the right client, and processor deposits can be reconciled before revenue posts to accounting.
04
Accounting Posting
Optional revenue posting to QuickBooks Online, QuickBooks Desktop or Sage Intacct by location and revenue category.
05
Monitoring & Logging
Transaction-level logging for every sync, error queues with automated retries and alerts when a record needs attention.
06
Secure & Configurable
TLS encryption, role-based access and audit logs — with mappings, rules and schedules configured to your Salesforce org, not hard-coded.
Customer Results
Sports and training, running on Inter Weave.
Academies and training organizations use
Workload
“I couldn’t imagine how we’d be able to handle the workload without
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End to end
See the full registration-to-revenue model — CRM, payments, reconciliation and accounting.
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48+
Payment processors supported for payment application, settlement reconciliation and refunds.
Explore payments →
Stop Re-KeyingClients enter data once in Mindbody; it reaches Salesforce automatically.
One Record per PersonDeduplicated contacts across seasons and locations.
Better OutreachSegment by membership, visits and purchases for campaigns and renewals.
Finance-ReadyPayments linked and revenue posted by rule.
Shared VisibilityStaff, coaches and finance see the same data.
Where to Start
Start with the Native Series. Expand when you’re ready.
Pre-configured Mindbody → Salesforce integration with household matching and monitoring. Add payment reconciliation, accounting posting and multi-location orchestration on the same platform.
From $450per month · platform subscription
implementation scoped separately
implementation scoped separately
Frequently Asked Questions
Salesforce + Mindbody FAQs.
What data does the Mindbody + Salesforce integration sync?
Standard mappings cover client, membership, visits, sales, payment / refund, location. Revenue can optionally post to QuickBooks or Sage. Every mapping is configurable to your Salesforce fields and custom objects.
How are duplicates handled?
Clients are matched on email, phone and other configurable rules before records are created, so each person has a single Salesforce record with their memberships, visits and purchases linked to it.
Is the sync real-time?
Near real time. Mindbody webhooks notify
Can Salesforce update Mindbody?
Optionally. The Mindbody Public API supports creating and updating clients, so leads converted in Salesforce can create the client in Mindbody. Any other write-back is scoped during solution design.
Do we have to change how we use Mindbody?
No. Staff and clients keep using Mindbody exactly as they do today.
Can revenue post to our accounting system?
Yes. Mindbody revenue can post to QuickBooks Online, QuickBooks Desktop or Sage Intacct as journal entries by location and revenue category, with payments reconciled against processor deposits.
We use both LeagueApps and Mindbody. Can you connect both?
Yes. Many organizations run leagues, camps and teams in LeagueApps and classes or memberships in Mindbody.
How is it priced?
Salesforce + Mindbody integration starts with the Native Series from $450 per month, with the Orchestrator Series available as you add payments, accounting and multi-location automation. Implementation is a one-time fee scoped to your deployment.