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Integrate Cliniko with Salesmate.io

Appy Pie Connect allows you to automate multiple workflows between Cliniko and Salesmate.io

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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 Salesmate.io

Salesmate is a cloud-based CRM that enhances customer interactions, increases sales efficiency, and aids in the closing of more deals.

Salesmate.io Integrations

Best ways to Integrate Cliniko + Salesmate.io

  • Cliniko Integration Salesmate.io Integration

    Cliniko + Salesmate.io

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

    Cliniko + Salesmate.io

    Create Company to Salesmateio from New or Updated Contact in cliniko Read More...
    Close
    When this happens...
    Cliniko Integration New or Updated Contact
     
    Then do this...
    Salesmate.io Integration Create Company
  • Cliniko Integration Salesmate.io Integration

    Cliniko + Salesmate.io

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

    Cliniko + Salesmate.io

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

    Cliniko + Salesmate.io

    Update Contact in Salesmateio when New or Updated Contact is created in cliniko Read More...
    Close
    When this happens...
    Cliniko Integration New or Updated Contact
     
    Then do this...
    Salesmate.io Integration Update Contact
  • 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 + Salesmate.io in easier way

It's easy to connect Cliniko + Salesmate.io 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 Activity

    Triggers when a new activity is created.

  • New Company

    Triggers when a New Company is created.

  • New Contact

    Triggers when a New Contact is created.

  • New Deal

    Triggers when a new Deal is created.

    Actions
  • Create Appointment

    Creates a Appointment.

  • Create Contact

    Creates a Contact

  • Create Patient

    Creates a Patient Details.

  • Create Activity

    Creates a new activity.

  • Create Company

    Creates a new company.

  • Create Contact

    Creates a New Contact

  • Create Deal

    Creates a new deals.

  • Update Activity

    Updates an existing activity.

  • Update Company

    Updates an existing company.

  • Update Contact

    Updates an existing contact.

  • Update Deal

    Updating an existing deal.

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

How Cliniko & Salesmate.io 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 Salesmate.io 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 Salesmate.io.

    (2 minutes)

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

Integration of Cliniko and Salesmate.io

Cliniko

Cliniko is an online medical practice management and electronic health record (EHR. software that is used by thousands of doctors and healthcare providers in over 50 countries. The software is very user-friendly and takes care of scheduling, financials, and patient records. It helps make it easier to run a smooth clinic and manage appointments. (Source. https://www.cliniko.com/about)

Salesmate.io

Salesmate.io is a sales CRM that provides sales managers with analytics and sales tracking sputions for their business. It helps to improve the efficiency of a company’s sales team and keep track of every interaction that a team member has with a client. It also provides analysis on where a company can increase its conversions and revenue. (Source. https://www.salesmate.io/)

Integration of Cliniko and Salesmate.io

Integrating Cliniko and Salesmate.io would be beneficial for both companies because it would provide each company with more clients, especially from each company’s different market niche. If Cliniko and Salesmate.io were integrated together, it would allow a clinician to post a patient note on the website or hand it out to a representative to email to a client, allowing them to seamlessly work together without having to go through additional steps. It would also allow a clinician to see what a representative has done based on the rep’s work history, such as how many appointments they have booked recently or if they have been fplowing up with clients appropriately. The integration would make it easier for both companies to work together and get the most out of each other without having to go through extra steps.

Benefits of Integration of Cliniko and Salesmate.io

There are many benefits of integrating Cliniko with Salesmate.io, including creating an overall better experience for both customers and employees; thus, increasing the revenue of both businesses. For customers, integrating both companies would make it easier for customers to search for products within Cliniko like prescriptions or diaries that may be needed for their health needs. It would also create an easier way for customers to engage with sales representatives through Cliniko by booking appointments with representatives through the software instead of having to wait for someone to call them back with availability. For employees, integrating both companies would make it easier for them to contact representatives when they need help or need to know about patients’ information or communicate with them through the software, rather than calling or emailing by themselves which could take time away from working on other tasks. Integrating Cliniko and Salesmate.io would bring more business opportunities to both companies because of the increased amount of clients they could acquire due to their integration and how easy it is for clients to find them through their platform.

Cliniko and Salesmate.io should integrate their platforms together because it will benefit both companies by increasing their revenue, making it easier for customers to contact representatives, and making it easier for employees to feedback clients with information about their patients. By integrating both companies, Cliniko could also increase its number of clients because it could broaden its market niche by acquiring more clients from outside groups.

The process to integrate Cliniko and Salesmate.io 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.