Class roster export to reporting or CRM tools

Purpose

1 To automate the transfer of class roster data from aerobics scheduling systems to reporting tools or CRMs for operational visibility, marketing, attendance tracking, follow-up, and detailed analytics purposes.

2 Ensures real-time and accurate sharing of participant data for class management, customer relationship nurturing, communication, and compliance reporting.

3 Reduces manual data entry, minimizes errors, and accelerates business response capabilities in the fitness and aerobics industry.

Trigger Conditions

1 New class scheduled on the platform.

2 Roster updated with enrollments, cancellations, or no-shows.

3 End of class triggers roster finalization.

4 Instructor marks attendance or notes changes.

5 Scheduled daily/weekly roster exports.

Platform Variants

1 Mindbody

• API: Class Roster endpoints – Setup webhook to push updated roster upon class or attendance change.
  

2 Zen Planner

• API: Members/Classes – Configure scheduled export to external endpoints (e.g., CRM).
  

3 Glofox

• Feature: Webhook on roster update – Connect to reporting or CRM targets.
  

4 Vagaro

• API: List Appointments/Classes – Configure polling every X minutes for new roster data.
  

5 WellnessLiving

• API: GET Classes/Class Enrollments – Trigger workflow on status change.
  

6 TeamUp

• API: Class Attendance – Automate export to analytics/reporting system.
  

7 ClubReady

• API: Class Attendance report – Scheduled report push via API or email parser.
  

8 Acuity Scheduling

• API: Appointments endpoint – Auto-send class registrations to CRM via webhook.
  

9 Punchpass

• API: Class Roster feed – Set recurring export to custom reporting app.
  

10 Google Sheets

• Feature: Apps Script trigger on sheet change – Send row updates to CRM API.
  

11 Salesforce

• API: REST/Post Contact or Campaign – Ingest roster data via webhook or batch job.
  

12 HubSpot

• API: Contacts/Events – Auto-create or update records when roster data received.
  

13 ActiveCampaign

• API: POST/Contacts – Push roster information into relevant audience lists.
  

14 Mailchimp

• API: Add/Update List Member – Sync new attendees to campaign lists.
  

15 Microsoft Dynamics

• API: Create Contact/Lead – Trigger population from roster data.
  

16 Zoho CRM

• API: Insert Leads or Contacts – Automated roster injection using function in Zoho Flow.
  

17 Tableau

• API: Data ingestion endpoint – Push fresh roster on class/attendance event.
  

18 Power BI

• Feature: DirectQuery dataset – Refresh scheduled as roster data updates are detected.
  

19 QuickBooks

• API: Customer endpoint – Optionally log attendance history as notes for client records.
  

20 Pipedrive

• API: Person endpoint – Sync new aerobics participant info to deal flow pipeline.
  

21 Freshsales

• API: Add Contact – Automatically post roster contact data as new record.
  

22 Smartsheet

• API: Add Row – Inject each class roster change into analytics sheet for tracking.
  

Benefits

1 Eliminates manual data transfer and reduces risk of error.

2 Enables rapid insights for management, marketing, and retention.

3 Delivers seamless integration between fitness scheduling tools and CRMs/reporting platforms for better customer engagement.

4 Supports scalability as operations grow by automating repetitive export/import processes.

5 Ensures compliance and accuracy in attendance records for regulatory or audit purposes.