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Integrate Cliniko with SharpSpring

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

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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 SharpSpring

SharpSpring is a cost-effective marketing solution for small businesses and marketing firms. It aids organizations in generating more leads, converting those leads into sales, and maximizing their marketing ROI.

SharpSpring Integrations

Best ways to Integrate Cliniko + SharpSpring

  • Cliniko Integration SharpSpring Integration

    Cliniko + SharpSpring

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

    Cliniko + SharpSpring

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

    Cliniko + SharpSpring

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

    Cliniko + SharpSpring

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

    Cliniko + SharpSpring

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

It's easy to connect Cliniko + SharpSpring 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

    A new Account is created in SharpSpring.

  • New Lead

    When a lead has been created in sharpspring.

  • New Opportunity

    A new Opportunity is created in SharpSpring.

    Actions
  • Create Appointment

    Creates a Appointment.

  • Create Contact

    Creates a Contact

  • Create Patient

    Creates a Patient Details.

  • Create Account

    Create an Account in SharpSpring.

  • Create Campaign

    Create a new Campaign in SharpSpring.

  • Create Lead

    Create a Lead in SharpSpring.

  • Create Opportunity

    Create Opportunity in SharpSpring. You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".

  • Update Lead

    Update a Lead in SharpSpring.

  • Update Opportunity

    Update a opportunity

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

How Cliniko & SharpSpring 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 SharpSpring 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 SharpSpring.

    (2 minutes)

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

Integration of Cliniko and SharpSpring

This paper will outline the integration of SharpSpring and Cliniko, its benefits, and how it can be used for marketing purposes.

Cliniko?

Cliniko is an EHR (Electronic Health Record. that is cloud based. It is an all-in-one platform designed to help medical professionals run their office more efficiently. Cliniko was created by Dr. John Lim back in 2012. The number of users has grown exponentially since it’s creation, particularly once it started integrating with SharpSpring. Since it’s creation, Cliniko has become one of the leading EHR platforms in the healthcare industry, with over 10,000 users in over 200 countries.

SharpSpring?

SharpSpring is a marketing automation platform used by businesses in a variety of different fields, from eCommerce to healthcare. It’s unique in that it allows companies to track their customers across multiple devices, including mobile phones. This is a huge advantage in a world that is shifting towards mobile use. It can be used in conjunction with any CRM or EHR platform, and it’s easy to integrate into your existing website.

Integration of Cliniko and SharpSpring

Integrating SharpSpring and Cliniko makes it easier for medical professionals to promote their services. This integration creates a way for doctors to send emails, send text messages, and make phone calls directly from their application. Importantly, patients can also see this data from within their profiles on Cliniko. Clinicians can then track everything that is going on with a particular patient, including when they’ve made a purchase or if they’ve opened a new email campaign.

The integration of these two programs also makes things easier for patients looking for a doctor. They can search within the Cliniko database and easily find the doctor they were looking for. The best part of the integration is that it’s all automated. Clinicians no longer have to manually reach out to potential patients; instead, the software does everything on its own. All of this data can be organized using customizable reporting tops, which allow clinicians to keep track of what’s happening on their end and on the patient’s end as well. This makes it much easier for them to improve their customer service and streamline operations without sacrificing quality care.

Benefits of Integration of Cliniko and SharpSpring

This integration makes it possible for clinicians to communicate with patients without having to type out long emails or make hang up phone calls. Instead, they can do everything right from the Cliniko platform, which makes it easier for them to get through all of their patients without feeling overwhelmed. The automation also allows patients to get in touch with their doctors much quicker than before, which increases customer satisfaction and helps keep neglect rates low. Most importantly, the integration makes it easier for physicians and therapists to find new patients and reach out to pd ones without worrying about time management issues or any other problems that arise when dealing directly with patients.

Cliniko is an excellent EHR (electronic health record. program that allows medical professionals to run their business more efficiently by providing them with better communication options with their patients and clients. It can be used with practically any other program or software platform. The integration of Cliniko and SharpSpring creates a way for medical professionals to automate their marketing efforts, which means they don’t have to worry about spending valuable time reaching out to potential customers themselves. The software handles all of the heavy lifting for them, which prevents neglect rates from increasing while improving product quality across the board.

The process to integrate Cliniko and SharpSpring 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.