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Integrate Cliniko with Pipedrive

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

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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 Pipedrive

Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process

Pipedrive Integrations
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Best Cliniko and Pipedrive Integrations

  • Cliniko Integration Pipedrive Integration

    Cliniko + Pipedrive

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

    Cliniko + Pipedrive

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

    Cliniko + Pipedrive

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

    Cliniko + Pipedrive

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

    Cliniko + Pipedrive

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

It's easy to connect Cliniko + Pipedrive 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.

  • Deal Matching Filter

    Triggers every time a deal matches a Pipedrive filter.

  • New Activity

    Triggers upon an addition of a new activity in Pipedrive.

  • New Deal

    Triggers every time a new deal is created.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is added.

  • Organization Matching Filter

    Triggers every time an organization matches a Pipedrive filter.

  • Person Matching Filter

    Triggers whenever a person matches a Pipedrive filter.

  • Updated Deal

    Triggers upon a updation in an existing deal.

  • Updated Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact is updated.

    Actions
  • Create Appointment

    Creates a Appointment.

  • Create Contact

    Creates a Contact

  • Create Patient

    Creates a Patient Details.

  • Create Activity

    Creates a new activity.

  • Create Deal

    Creates a new deal.

  • Create Note

    Creates a new note.

  • Create Organization

    Creates a new organization.

  • Create Person

    Creates a new person.

  • Update Deal

    Updates an existing deal.

  • Update Person

    Updates an existing person.

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

How Cliniko & Pipedrive 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 Pipedrive 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 Pipedrive.

    (2 minutes)

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

Integration of Cliniko and Pipedrive

Cliniko

Cliniko is a cloud-based medical practice management software application and an electronic medical record (EMR. designed for use by medical professionals. The system is designed to integrate with other software applications and devices commonly found in the office of a medical professional, including scheduling tops and billing services. Cliniko helps users manage appointments, track patient information, process payments, and more. Before Cliniko, users would have had to rely on multiple separate systems to manage the various aspects of their business. With Cliniko, they can do all of that without investing in multiple software sputions.

Pipedrive

Pipedrive is a cloud-based sales pipeline management and sales CRM platform. It was originally developed by Estonian startup Pipedrive AS. In 2015, the company was acquired by Salesforce.com. The platform allows users to manage leads and their entire sales funnel, from initial contact all the way through to closing deals. Users can also track the activities of each individual member of the team, ensuring that everyone is working toward the same goal and that no sales opportunities are overlooked or neglected. Pipedrive has been used by a wide range of companies, including small businesses, startups, and large enterprises. With over 1 million active users in 120 countries around the world, Pipedrive is one of the most popular online sales tops on the market today.

Integration of Cliniko and Pipedrive

Cliniko and Pipedrive can be integrated so that a link between the two apps can be made available for your users. This means that when a new patient request comes in through Cliniko, it will automatically appear as a new lead in Pipedrive’s lead management system. Any contact information for the patient will already be populated in the lead record, which saves valuable time for your sales team. Similarly, any notes from the patient’s appointment will also be copied over to the new lead record. If your sales team uses Pipedrive to manage its pipeline, then this integration will help them keep tabs on their leads and keep track of their activities over time. When new leads are added to your sales funnel, they will be added automatically to Pipedrive’s system. If a prospect becomes a customer, then you can integrate Pipedrive with your billing system to make sure billable hours are credited to the right account.

Benefits of Integration of Cliniko and Pipedrive

The main benefit of integrating Cliniko and Pipedrive is that it gives your sales team an easier way to manage their leads through Pipedrive’s various tops. With Cliniko integration, your sales team won’t have any trouble adding new leads into their pipelines every time they schedule an appointment with a potential customer.

Thanks for reading my blog post “Cliniko & Pipedrive Integration – How to Integrate Two Apps Together”! If you want more information about this topic please contact us at [email protected]

The process to integrate Cliniko and Pipedrive 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.