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Integrate Cliniko with Microsoft Dynamics CRM

Appy Pie Connect allows you to automate multiple workflows between Cliniko and Microsoft Dynamics CRM

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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 Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

Microsoft Dynamics CRM Integrations
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Best ways to Integrate Cliniko + Microsoft Dynamics CRM

  • Cliniko Integration Microsoft Dynamics CRM Integration

    Cliniko + Microsoft Dynamics CRM

    Create Lead to Microsoft Dynamics CRM from New or Updated Contact in cliniko Read More...
    Close
    When this happens...
    Cliniko Integration New or Updated Contact
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Lead
  • Cliniko Integration Microsoft Dynamics CRM Integration

    Cliniko + Microsoft Dynamics CRM

    Create Account to Microsoft Dynamics CRM from New or Updated Contact in cliniko Read More...
    Close
    When this happens...
    Cliniko Integration New or Updated Contact
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Account
  • Cliniko Integration Microsoft Dynamics CRM Integration

    Cliniko + Microsoft Dynamics CRM

    Create Contact to Microsoft Dynamics CRM from New or Updated Contact in cliniko Read More...
    Close
    When this happens...
    Cliniko Integration New or Updated Contact
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Contact
  • Cliniko Integration Microsoft Dynamics CRM Integration

    Cliniko + Microsoft Dynamics CRM

    Create Opportunity to Microsoft Dynamics CRM from New or Updated Contact in cliniko Read More...
    Close
    When this happens...
    Cliniko Integration New or Updated Contact
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Opportunity
  • Cliniko Integration Microsoft Dynamics CRM Integration

    Cliniko + Microsoft Dynamics CRM

    Create Case to Microsoft Dynamics CRM from New or Updated Contact in cliniko Read More...
    Close
    When this happens...
    Cliniko Integration New or Updated Contact
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Case
  • 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 + Microsoft Dynamics CRM in easier way

It's easy to connect Cliniko + Microsoft Dynamics CRM 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 Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • New Task

    Triggers when a new task is created.

  • Updated Lead

    Triggers when a lead is updated.

    Actions
  • Create Appointment

    Creates a Appointment.

  • Create Contact

    Creates a Contact

  • Create Patient

    Creates a Patient Details.

  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Note

    Create Note

  • Create Opportunity

    Creates a new Opportunity.

  • Update Case

    Updates an existing case.

  • Update Task

    Updates an existing task

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

How Cliniko & Microsoft Dynamics CRM 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 Microsoft Dynamics CRM 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 Microsoft Dynamics CRM.

    (2 minutes)

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

Integration of Cliniko and Microsoft Dynamics CRM

The first part is the introduction. In the introduction, you need to create a thesis statement. A thesis statement is a one sentence statement that explains what you are going to write about in your article. It also gives a brief explanation of why it is important. The thesis statement should be the last sentence in the introduction. In my case I would write something like this:

Cliniko and Microsoft Dynamics CRM are two software programs that have been integrated together to allow healthcare professionals to view patient information from both programs on one screen.

Cliniko

This paragraph will discuss what Cliniko is and what it does. Here I would give a description of what Cliniko is and how it works. For instance, I might describe Cliniko as a web based healthcare management software application for doctors and nurses to help them manage their patient information such as appointments, insurance claims, prescriptions, and more.

Microsoft Dynamics CRM

Explain what Microsoft Dynamics CRM is and how it is used. This should include an explanation of what business processes it supports and how it can be used. For instance, I might describe Microsoft Dynamics CRM as a powerful business management system that helps organizations manage customer relationships and develop new business opportunities. It does this by allowing organizations to track prospects and customers, market effectively, and improve sales productivity.

The body of the article outlines the benefits of integrating Cliniko and Microsoft Dynamics CRM together. This is where you explain how they work together. You will want to end the body paragraph with some sort of concluding statement such as “therefore” or “hence” to indicate that you are making a point that you will expand upon in the conclusion.

Integration of Cliniko and Microsoft Dynamics CRM

This section should explain how Cliniko and Microsoft Dynamics CRM are integrated together. You could start off by describing how these two systems are integrated together by explaining that Microsoft Dynamics CRM comes with a module that allows users to view the data from any other program that has been integrated with it. For instance, if you have not integrated Cliniko with Microsoft Dynamics CRM, you can go to the Marketplace which is part of Microsoft Dynamics CRM and download an app called Cliniko Connector which will integrate the two systems together for you. The same goes for any other program that has not yet been integrated with Microsoft Dynamics CRM, you can find an integration for it in the Marketplace. If you have already integrated Cliniko into Microsoft Dynamics CRM then you will only need to go into the settings screen within Microsoft Dynamics CRM and click on the checkbox to enable the Cliniko module. After doing this the data from both systems will appear side by side on one screen.

Benefits of Integration of Cliniko and Microsoft Dynamics CRM

This section should describe the benefits of integrating Cliniko and Microsoft Dynamics CRM together. You can do this by explaining how much easier it is to keep track of all your patient information when it is all available on one screen. You should also describe what you can do with this information once it is integrated together. For instance, if someone makes an appointment for you online through Cliniko then the data from that appointment should automatically appear in your schedule within Microsoft Dynamics CRM so you know when you are supposed to be working. You can also access all your prescription information through Microsoft Dynamics CRM so if someone asks you for medication, you can look up their prescription data right away instead of having to search through paper records to locate it. Similarly, if someone asks you about their insurance coverage then you can look up that information right away instead of having to search through paper records or contact an insurance company. You could also use this information to contact patients by sending out mass emails or even text messages letting them know about upcoming events or meetings. The possibilities are endless!

This section should provide a conclusion for your article about Cliniko and Microsoft Dynamics CRM integration. You should use this section to make some sort of final thought about the integration of these two programs, perhaps something like “I feel like integrating Cliniko and Microsoft Dynamics CRM together has greatly increased my productivity as well as allowing me to provide better service to my patients” or something along those lines. Remember that this is your article so feel free to come up with something completely different!

The process to integrate Cliniko and Microsoft Dynamics CRM 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.