Gleantap Help Center
  • 👋Welcome
  • Popular Use Cases
  • ✅Product Updates
  • Getting Started
    • 🛠️Getting set up
      • 🧑Inviting Members
    • 🛠️Configure Email
    • 🛠️Configure SMS
    • 💬Configure AI Chatbot
    • 🔔Notifications
      • SMS Notifications
    • ☎️Setup Yealink Phone
  • Inbox
    • 📫Inbox Overview
    • 📫Filtering Conversations
    • 📫Open & Closed Conversations
    • 📫Auto-closing Conversations
    • 📫Tagging Conversations
    • 📫Group Messaging
    • 📫Pre-saved Templates
    • 📫Assigning Conversations
    • 📫Sending Emails
    • 📫Connect Social Channels
    • 📫Notifications
    • 📫Mobile App
    • 📫Setup Auto-Response
  • Integration
    • 🔗How to Integrate Gleantap with Ring Central
    • 🔗How to Connect other apps to Gleantap through Zapier
    • 🔗Push Data to Mindbody
    • 🔗Push Leads to ClubReady
    • 🔗Push Leads to Club Automation
    • 🔗Push Leads to Jonas
    • 🔗Push Leads to Gleantap
  • Tasks
    • ✔️Tasks Overview
    • ✔️Automating Tasks
    • ✔️Filtering
    • ✔️Notifications
  • AI Chatbot
    • 💬Train AI
    • 💬Custom Intents
    • 💬Tools
    • 💬Test Your AI Chatbot
    • 💬Embed Your AI Chatbot Widget
  • Campaigns
    • 📣Creating a Campaign
      • 📧Email Campaign
      • 📱SMS Campaign
      • 📲Keyword Campaign
      • 🆎A / B Campaign
    • 📣Email Campaign Stats
    • 📣SMS Campaign Stats
    • 📣Ongoing vs One Time
    • 📣Updating Campaign Status
    • 📣Working with Templates
    • 📣Sending a Test
    • 📣Creative Playground (AI)
    • 📣Campaign Suspended
    • 📣Email Reputation
    • 📣Quiet Hours
    • 📣FAQs
  • Audience
    • 🖥️Creating Segments
      • 📝Static vs Dynamic
      • 🧑Filter Options
      • 🧑Custom Attributes
    • 🖥️Segments Auto-Refresh
    • 🖥️Add / Remove from Segments
    • 🖥️Segment Report
    • 🖥️Using Segments
    • 🖥️Segment Folders
    • 🖥️Uploading a CSV
    • 🖥️Understanding Suppression
    • 🖥️Adding Contacts
    • 🖥️FAQs
  • Templates
    • 🗂️Creating Templates
    • 🗂️Sending a Test
    • 🗂️Duplicating Templates
    • 🗂️Copy to Other Workroom
  • Flows
    • 🖥️Creating a Flow
    • 🖥️Enrolling & Removing People from a Flow
    • 🖥️Enrolling & Removing People from a Flow
    • 🖥️Flow Report
    • 🖥️Editing Ongoing Flows
    • 🖥️FAQs
  • Forms
    • 📋Creating a Form
    • 📋Customizing Design
    • 📋Embedding Forms
    • 📋Notifications
    • 📋Trigger Flows or Campaigns
    • 📋Popular Use Cases
    • 📋Multi-Step Forms
  • Pages
    • 📝Creating a Page
    • 📝Customizing Design
    • 📝Adding Forms to Pages
    • 📝Copy to Other Workroom
  • Pipeline & Automations
    • 🖥️Pipeline Overview
    • 🖥️Configuring Stages
    • 🖥️Adding Contacts to Pipeline
    • 🖥️Automations
    • 🖥️Working on Contacts
    • 🖥️Assigning Leads
    • 🖥️FAQs
  • Appointments
    • 🖥️Appointments Overview
    • 🖥️Appointment Types
    • 🖥️Public Calendar
    • 🖥️Notifications
    • 🖥️Triggering Workflows
    • 🖥️Sync with Google & Outlook
    • 🖥️FAQs
  • Dashboard
    • 🖥️Marketing Dashboard
    • 🖥️Sales Dashboard
  • Reports
    • 📊Campaign Analysis
    • 📊Monthly Report
    • 📊Email Reputation
    • 📊Ratings & Reviews
    • 📊Pipeline Reports
    • 📊Appointment Report
    • 📊Tasks Reports
  • Scorecards
    • 🖥️Scorecard Overview
    • 🖥️Configure a Scorecard
    • 🖥️Add Custom Metrics
    • 🖥️Popular Scorecards
  • Reputation
    • ⭐Setting up Reputation
    • ⭐Dashboard
    • ⭐Reviews
    • ⭐Settings
  • Settings
    • 🖥️Changing Timezone
    • 🖥️Add / Remove Sub Users
      • Campaign Approval
    • 🖥️API
    • 🖥️Integrations
  • Marketing Best Practices
    • 📧Best Practices for Email
    • 📲Best Practices for SMS
Powered by GitBook
On this page
  • Option 1 - Form, via Workflow
  • Option 2 - Form, via Redirect URL
  • Option 3 - Flow, via Webhook
  • Data Attributes to Pass (Payload):

Was this helpful?

  1. Integration

Push Data to Mindbody

PreviousHow to Connect other apps to Gleantap through ZapierNextPush Leads to ClubReady

Last updated 1 year ago

Was this helpful?

Option 1 - Form, via Workflow

First, navigate to your form list under Forms & Pages > Forms and click on the three little dots for any form. Then, select the 'Workflows' option. If you have Mindbody integrated with Gleantap, you'll see the option to 'Submit Lead to Mindbody.'

If you've created a Gleantap Form and would like leads to be added to Mindbody, here are the steps to take. (Currently, Mindbody is the only system this works with, but ask your account manager if you want to have the team set it up for another service.)

Option 2 - Form, via Redirect URL

You can have a form redirect to the below URL with the parameters to submit to MBO.

NOTE

Before setting this up, confirm the required fields for the Studio by opening this URL with the studio’s site_id

First, navigate to your form list under Forms & Pages > Forms and select 'Redirect URL' under 'Configure.'

In the above URL, you need to replace the “site_id” with the Site ID of the Studio in MBO. Integration should be active within the workroom for this to work.

Option 3 - Flow, via Webhook

First, navigate to your flow list under Flows and click on the three little dots to edit your flow. The following steps will be the same if your are creating a new flow.

Click the + to add an Action, and select 'Other.'

Select 'Submit to Webhook' and enter the following information.

NOTE

Before setting this up, confirm the required fields for the Studio by opening this URL with the studio’s site_id

Enter the following information on the left column under 'Payload' and select the matching attribute from the menu on the right column.

Click 'Save.'

Data Attributes to Pass (Payload):

  • first_name

  • last_name

  • email

  • phone, optional

  • address, optional

  • city, optional

  • state, optional

  • postal, optional

  • birthdate, optional

  • email_optin (true or false), optional

  • text_optin (true or false), optional

  • redirect (URL to redirect after submission - only needed for Forms, via Redirect URL), optional

Next, you'll enter the Redirect URL:

The last step is to Map your Form Attributes. See below.

Webhook URL:

🔗
https://api.gleantap.com/v2/mindbody/checkNewClientFields/site_id
https://api.gleantap.com/v2/mindbody/pushClientToMBO/site_id
https://api.gleantap.com/v2/mindbody/checkNewClientFields/site_id
https://api.gleantap.com/v2/mindbody/pushClientToMBO/site_id
'Data Attributes to Pass (Payload)'