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.
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 processPipedrive Integrations
Cliniko + PipedriveCreate Person to Pipedrive from New or Updated Contact in cliniko Read More...
Cliniko + PipedriveCreate Deal to Pipedrive from New or Updated Contact in cliniko Read More...
Cliniko + PipedriveCreate Activity to Pipedrive from New or Updated Contact in cliniko Read More...
Cliniko + PipedriveUpdate Person in Pipedrive when New or Updated Contact is created in cliniko Read More...
Cliniko + PipedriveCreate Note to Pipedrive from New or Updated Contact in cliniko Read More...
It's easy to connect Cliniko + Pipedrive without coding knowledge. Start creating your own business flow.
Triggered when an individual appointment is cancelled.
Triggered when an individual appointment is deleted.
Trigger when a patient is created.
Triggered when a new contact is created or updated.
Triggered when a group appointments is created or updated.
Triggered when an individual appointments is created or updated.
Triggered when a patient is created or updated.
Triggered when a practitioner is created or updated.
Triggers every time a deal matches a Pipedrive filter.
Triggers upon an addition of a new activity in Pipedrive.
Triggers every time a new deal is created.
Triggers when a new organization is created.
Triggers when a new person is added.
Triggers every time an organization matches a Pipedrive filter.
Triggers whenever a person matches a Pipedrive filter.
Triggers upon a updation in an existing deal.
Triggers when changes are made in an existing organization.
Triggers when an existing contact is updated.
Creates a Appointment.
Creates a Contact
Creates a Patient Details.
Creates a new activity.
Creates a new deal.
Creates a new note.
Creates a new organization.
Creates a new person.
Updates an existing deal.
Updates an existing person.
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 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.
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.
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]
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