We have a HubSpot and Mindbody integration. Our leads usually come through HubSpot and their information gets sent to MindBody automatically through the integration. We want HubSpot to change the client's lifecycle stage from "lead" to "client" once they purchase something in MindBody but right now HubSpot has no way of knowing when a client made a purchase or had an appointment in MindBody. The current custom field mappings available from MindBody are extremely limited (even with Operations Hub Professional) so it seems we are unable to do this easily. So how can we communicate that information (purchases or booked appointments) to HubSpot? Is there a way to do this through custom code workflows? Would that be the way to do it?
This is absolutely something that a custom code action should be able to do, but it will depend on whether Mindbody has the APIs you need.
You can have a scheduled trigger that periodically enrolls your contacts into a workflow where a custom code action check the Mindbody API to see whether that same contact made a purchase. If so, then you can ping the HubSpot API to update the Lifecycle Stage to Client.
