PushPress Core & Grow CRM API Connection
The PushPress Core and Grow CRM are seamlessly connected via an API that is constantly being enhanced to provide gym owners with a robust system designed to simplify operations and enhance the client and lead journey. This connection enables Core to send essential data to Grow, which can be leveraged to trigger workflows and automated messaging for improved engagement and efficiency.
Current Data Points Sent from Core to Grow
Core sends the following information to Grow CRM, which can be used to automate communications and streamline processes:
Member and lead details.
Plan and membership status.
Check-ins and attendance.
Tags and custom fields.
Important Notes
Continuous Updates: This list will be regularly updated as new features and data points are added.
Data Flow: Currently, Core sends various amounts of information to Grow, but Grow only sends "Contact" info back to Core (creates a contact in core). If a contact is created in Grow and does not exist in Core, then a lead will be created in your Core account.
Tags Based on Plan Designations
Lead: Assigned when a plan with the “Lead” designation (e.g., trials) is sold in Core.
Member: Assigned when a plan with the “Member” designation is sold in Core.
Non-Member: Assigned when a plan with the “Non-member” designation is sold in Core.
Ex-Member: Assigned when a client no longer has a valid member plan on their Core profile.
Paused: Assigned when a client’s membership/plan is paused in Core.
Tags Based on Client Actions
Recent Check-in: Sent every time a client checks into a class.
Use Case: For tracking check-ins
First Class Reserved: Sent when a client or lead reserves their first-ever class.
Use Case: Trigger workflows for trials when a reservation is made but not followed by a check-in.
Note* this tag should never be removed in Grow because it can re-trigger workflows and will just be added automatically by core if removed.
First Class Attended: Sent when a client or lead checks into their first-ever class.
Use Case: Trigger trial workflows when a first class is attended.
Note* this tag should never be removed in Grow because it can re-trigger workflows and will just be added automatically by core if removed.
Tags for Appointments
Appt Scheduled: Sent when a Core appointment is initially booked via a Core appointment link.
Use Case: Trigger appointment workflows upon booking.
Appt Cancelled: Sent when a Core appointment is cancelled by the contact or staff member.
Use Case: Trigger workflows for follow-up when an appointment is cancelled.
Appt Check-in: Sent when a client checks into a scheduled Core appointment.
Use Case: Trigger workflows to log attendance or initiate post-appointment follow-up.
Appt Rescheduled: Sent when a Core appointment is rescheduled by the client or staff admin.
Use Case: Trigger workflows for appointment reminders after rescheduling.
Additional Tags and Data Sent from Core to Grow
The following tags and data points are sent from PushPress Core to Grow CRM, allowing for more personalized and automated workflows, detailed client management, and enhanced communication.
First Class Details (for First Class Messaging)
*Note: these only update 1x for the first ever class details and can never change
First Reservation Coach: The name of the coach assigned to the client’s first class.
First Reservation Class Name: The name of the client’s first reserved class.
First Reservation Class Date: The date of the client’s first class reservation.
First Reservation Class Time: The time of the client’s first class reservation.
Check-In Data
Last Check-In Coach Name: The coach assigned to the client’s last check-in class.
Total Check-Ins: The cumulative number of check-ins, updated after each class.
Use Case: Can trigger milestone workflows (e.g., “Congratulations on 50 Check-ins!”).
Last Check-In Date: The date of the client’s most recent check-in.
Plan Information
Plan Category: The category name of the client’s plan (e.g., Membership, Personal Training).
Use Case: Can trigger workflows based on the type of plan sold.
Plan Name: The specific name of the plan (e.g., “12-Month Unlimited Membership”).
Use Case: Enables targeted workflows and messaging based on the exact plan purchased.
Appointment Data
*Note: ONLY the most current next in line appt details will show in these fields. Once the appt time/date passes they will go blank (if no other appt) or the next appt in line will populate them
Appt Type: The type of appointment scheduled by the client or lead (e.g., Consultation, Personal Training).
Next Appt Time: The time of the client’s next scheduled appointment.
Next Appt Date: The date of the client’s next scheduled appointment.
Next Appt Staff: The staff member assigned to the client’s next appointment.
Total Credits: The total number of available appointment credits for the client/lead.
Help
If you would like more information or need further assistance, please use our HELP DOCs, just like this one or reach out through intercom, the little blue box in your CORE account or email us at support@pushpress.com. Our team is here to help.
About PushPress
PushPress is a gym management software that can help you a lot in managing your gym. We've helped thousands of local gyms streamline and professionalize their businesses with our intuitive, powerful solution for managing fitness facilities - all from the palm of their hands! Want to take charge? Give us 3 minutes on the phone or schedule an in-person demo today!