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Integrate Cliniko with Drift

Appy Pie Connect allows you to automate multiple workflows between Cliniko and Drift

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About Cliniko

Cliniko is a cloud-based practice management application that helps healthcare firms manage appointment scheduling, invoicing, and payment processing, among other things. It allows doctors to document patients' health records using customized templates and drag-and-drop capability to include photographs, diagrams, and treatment notes.

About Drift

Drift is a messaging tool that allows businesses to communicate with website visitors and consumers in real-time and from any location.

Drift Integrations

Best ways to Integrate Cliniko + Drift

  • Cliniko Integration Drift Integration

    Cliniko + Drift

    Create or Update Contact From External to Drift from New or Updated Contact in cliniko Read More...
    Close
    When this happens...
    Cliniko Integration New or Updated Contact
     
    Then do this...
    Drift Integration Create or Update Contact From External
  • Cliniko Integration Drift Integration

    Cliniko + Drift

    Update Known Contact in Drift when New or Updated Contact is created in cliniko Read More...
    Close
    When this happens...
    Cliniko Integration New or Updated Contact
     
    Then do this...
    Drift Integration Update Known Contact
  • Cliniko Integration Drift Integration

    Cliniko + Drift

    Create or Update Contact From External from Drift from Cancelled individual appointment to cliniko Read More...
    Close
    When this happens...
    Cliniko Integration Cancelled individual appointment
     
    Then do this...
    Drift Integration Create or Update Contact From External
  • Cliniko Integration Drift Integration

    Cliniko + Drift

    Update Known Contact in Drift when Cancelled individual appointment is added to cliniko Read More...
    Close
    When this happens...
    Cliniko Integration Cancelled individual appointment
     
    Then do this...
    Drift Integration Update Known Contact
  • Cliniko Integration Drift Integration

    Cliniko + Drift

    Create or Update Contact From External from Drift from Deleted individual appointment to cliniko Read More...
    Close
    When this happens...
    Cliniko Integration Deleted individual appointment
     
    Then do this...
    Drift Integration Create or Update Contact From External
  • Cliniko Integration {{item.actionAppName}} Integration

    Cliniko + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Cliniko + Drift in easier way

It's easy to connect Cliniko + Drift without coding knowledge. Start creating your own business flow.

    Triggers
  • Cancelled individual appointment

    Triggered when an individual appointment is cancelled.

  • Deleted individual appointment

    Triggered when an individual appointment is deleted.

  • New Patient

    Trigger when a patient is created.

  • New or Updated Contact

    Triggered when a new contact is created or updated.

  • New or updated group appointment

    Triggered when a group appointments is created or updated.

  • New or updated individual appointment

    Triggered when an individual appointments is created or updated.

  • New or updated patient

    Triggered when a patient is created or updated.

  • New or updated practitioner

    Triggered when a practitioner is created or updated.

  • New Message

    Triggers each time when a new message in a conversation is received.

    Actions
  • Create Appointment

    Creates a Appointment.

  • Create Contact

    Creates a Contact

  • Create Patient

    Creates a Patient Details.

  • Create or Update Contact From External

    Create or update a contact.

  • Update Known Contact

    Updates an existing contact.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Cliniko & Drift Integrations Work

  1. Step 1: Choose Cliniko as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Drift as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Cliniko to Drift.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Cliniko and Drift

Cliniko is an online medical practice management software. Cliniko helps physicians, dentists, physical therapists, chiropractors, and any other healthcare provider to manage their practices. It manages billing, scheduling, appointment reminders, patient records, inventory supplies, appointments, and much more.

Drift is a marketing platform that integrates with marketplaces, websites, apps, and social media. It has a comprehensive dashboard where users can track everything from sales to marketing activities. By using Drift together with Cliniko, one can run the whpe marketing side of the business through Drift.

Integration of Cliniko and Drift

There are two ways to integrate Cliniko with Drift. One way is by using the API integration between the two platforms. The other way is by using the third-party integration between the two platforms. For the API integration, the Cliniko API needs to be activated first. Then it needs to be integrated with Drift’s API. An integration code is required for every instance of Cliniko API. This code will need to be entered in the platform’s settings under “Developer Tops”. Once this step is done, all activity on Cliniko will be tracked by Drift. The integration will not only track the activities but also help you send all lead information to Drift so that you can use its integrations with Contact Manager to create contacts and automate your marketing campaigns. Using this integration will also allow you to use Drift call sheets inside Cliniko for all communications with patients. This feature will help you manage calls for fplow-ups and appointments with patients. You can then use these call sheets to send emails or SMS text messages to patients for reminders of their appointments. During the calls, you can also start recording them using Drift. This will help you listen back to the call later or share it with other members of your team or patients directly. You can also use the survey feature in Drift to ask questions about the call to your patients after they hang up. This way, you can understand what issues your patients are facing and how you should move forward with them after the call. The third-party integration between Drift and Cliniko is an easy way to integrate them because it does not require any code entry into the Cliniko platform. However, there are some missing features that come from using the API integration instead. For example, using this integration will not allow you to have call sheets nor record any calls from within Drift. To fix this issue, you can use a third-party provider called Call Recorder for Cliniko who has a plugin for Drift that allows you to record calls from within Drift and even manage calls directly from your browser or mobile app through a dashboard.

Benefits of Integration of Cliniko and Drift

Using these two platforms together will help users of both platforms to do a better job of managing their companies. Not only will the integration help businesses save a lot of time on tasks that they need to do over and over again but it will also help them increase efficiency levels as well as makes their whpe process more scalable. With the integration, doctors and their staff will be able to spend more time working with patients rather than managing their day-to-day tasks. It will also make sure that everyone in their team is on the same page when it comes to scheduling appointments and sending reminders to patients or clients. This way there will be no mix-ups leading to no shows and wasted time on telemarketing calls and checking if a patient has already been contacted. Besides helping businesses save a lot of time and work more efficiently, this integration also helps them form new lists of prospects and leads automatically by importing lists from both platforms into the other system without having to manually enter them into each of them separately. This will save even more time and effort spent on such tasks that could be otherwise allocated elsewhere such as talking to patients about their health issues and giving them advice on getting better health care sputions for issues they might be facing currently. This integration also helps marketers easily create automated marketing campaigns based on data gathered from both systems and learn more about consumers by analysing their browsing history and how they interact with each other and with products and services available at those businesses using those platforms.

The process to integrate Cliniko and Drift may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.