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Integrate Cliniko with Zendesk Sell

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

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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 Zendesk Sell

Zendesk Sell is an online and mobile-based customer relationship management solution that enables B2B and B2C sales professionals to manage sales, track prospects, and communicate with customers proactively from any location.

Zendesk Sell Integrations

Best ways to Integrate Cliniko + Zendesk Sell

  • Cliniko Integration Zendesk Sell Integration

    Cliniko + Zendesk Sell

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

    Cliniko + Zendesk Sell

    Create Product in catalog to Zendesk Sell from New or Updated Contact in cliniko Read More...
    Close
    When this happens...
    Cliniko Integration New or Updated Contact
     
    Then do this...
    Zendesk Sell Integration Create Product in catalog
  • Cliniko Integration Zendesk Sell Integration

    Cliniko + Zendesk Sell

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

    Cliniko + Zendesk Sell

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

    Cliniko + Zendesk Sell

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

It's easy to connect Cliniko + Zendesk Sell 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 Enters A New Stage

    Triggers when a deal enters a new stage.

  • New Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when new lead is created.

  • New Note

    Triggers when a new note is created.

  • New Product In Catalog

    Triggers when a new product in catalog is created. Requires sell enterprise plan or higher.

  • New Task

    Triggers when a new task is created.

  • Updated Contact

    Triggers when an existing contact is updated.

  • Updated Lead

    Triggers when an existing lead is updated.

  • Updated deal

    Triggers when an existing deal is updated.

    Actions
  • Create Appointment

    Creates a Appointment.

  • Create Contact

    Creates a Contact

  • Create Patient

    Creates a Patient Details.

  • Create Company

    Creates a company.

  • Create Deal

    Creates a new deal.

  • Create Lead

    creates a new lead.

  • Create Note

    Creates a note

  • Create Person

    Creates a person

  • Create Product in catalog

    Creates a product in a catalog

  • Create task

    Creates a task

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates an existing deal.

  • Update Lead

    Updates a lead.

  • 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 & Zendesk Sell 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 Zendesk Sell 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 Zendesk Sell.

    (2 minutes)

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

Integration of Cliniko and Zendesk Sell

Cliniko is a cloud-based electronic health record (EHR. for doctors, clinics, and hospitals. Cliniko provides EHR, Practice Management, Billing Software, and HIPAA compliance for healthcare professionals to run their business. Cliniko has over 3500 clients worldwide and 50% of client companies are the top 50 medical practices in USA. Cliniko currently operates in 8 countries including USA, UK, Canada, Australia, New Zealand, Germany, India, and Singapore.

Zendesk Sell is a simple to use, single spution for selling from within the Zendesk platform. Sell allows companies to effortlessly onboard customers into a full-fledged account with Zendesk for Service once they sign up for a free trial or purchase a subscription to your product or service. Zendesk Sell makes it simple to sell to new customers – and keep them – by providing user-friendly tops and advanced sales analytics to help you succeed at sales and customer success.

Integration of Cliniko and Zendesk Sell

Cliniko integrates with Zendesk Sell to simplify the sales process to provide an engaging experience that ultimately leads to more conversions. Cliniko’s integration with Zendesk Sell gives businesses the ability to capture patient data even before the trial starts, which enables Cliniko’s billing and EHR systems to seamlessly integrate with Zendesk’s billing and CRM systems.

Benefits of Integration of Cliniko and Zendesk Sell

Cliniko and Zendesk Sell together can provide an integrated and hpistic spution for healthcare providers. Cliniko offers EHR for doctors, clinics, and hospitals; while Zendesk Sell offers CRM to manage customer relationships and billing software to automate billing. The integration of Cliniko and Zendesk Sell will improve the overall user experience as well as provide seamless connectivity between these tops.

There are many benefits of integrating Cliniko with Zendesk Sell for both healthcare providers as well as their patients. Cliniko integrates with Zendesk Sell to simplify the sales process that ultimately leads to better conversions. This is because Cliniko captures patient data even before the trial starts that enable the billing and EHR systems to seamlessly integrate with Zendesk’s billing and CRM systems. The integration of Cliniko with Zendesk Sell is beneficial for healthcare providers as it helps them manage their customer relationship management effectively as well as automate their billing process using Zendesk’s billing software. For patients, this integration helps them gain access to medical records anytime anywhere without worrying about any security issues

The process to integrate Cliniko and Zendesk Sell 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.