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Integrate Microsoft Dynamics CRM with Cliniko

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics CRM and Cliniko

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About Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

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.

Cliniko Integrations

Best ways to Integrate Microsoft Dynamics CRM + Cliniko

  • Microsoft Dynamics CRM Integration Cliniko Integration

    Microsoft Dynamics CRM + Cliniko

    Create Contact to cliniko from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Cliniko Integration Create Contact
  • Microsoft Dynamics CRM Integration Cliniko Integration

    Microsoft Dynamics CRM + Cliniko

    Create Patient to cliniko from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Cliniko Integration Create Patient
  • Microsoft Dynamics CRM Integration Cliniko Integration

    Microsoft Dynamics CRM + Cliniko

    Create Contact to cliniko from New Lead in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Lead
     
    Then do this...
    Cliniko Integration Create Contact
  • Microsoft Dynamics CRM Integration Cliniko Integration

    Microsoft Dynamics CRM + Cliniko

    Create Patient to cliniko from New Lead in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Lead
     
    Then do this...
    Cliniko Integration Create Patient
  • Microsoft Dynamics CRM Integration Cliniko Integration

    Microsoft Dynamics CRM + Cliniko

    Create Contact to cliniko from New Account in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Account
     
    Then do this...
    Cliniko Integration Create Contact
  • Microsoft Dynamics CRM Integration {{item.actionAppName}} Integration

    Microsoft Dynamics CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Microsoft Dynamics CRM + Cliniko in easier way

It's easy to connect Microsoft Dynamics CRM + Cliniko without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • New Task

    Triggers when a new task is created.

  • Updated Lead

    Triggers when a lead is updated.

  • 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.

    Actions
  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Note

    Create Note

  • Create Opportunity

    Creates a new Opportunity.

  • Update Case

    Updates an existing case.

  • Update Task

    Updates an existing task

  • Create Appointment

    Creates a Appointment.

  • Create Contact

    Creates a Contact

  • Create Patient

    Creates a Patient Details.

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

How Microsoft Dynamics CRM & Cliniko Integrations Work

  1. Step 1: Choose Microsoft Dynamics CRM 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 Cliniko 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 Microsoft Dynamics CRM to Cliniko.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and Cliniko

“Microsoft Dynamics CRM is a Customer Relationship Management (CRM. top that helps you manage your customer relationships. You can use Microsoft Dynamics CRM to handle the fplowing functional areas:”

Microsoft Dynamics CRM is an enterprise software system from Microsoft, which can be used to manage customer relations. The software is used by small and large businesses, associations, and government agencies. It was first released in April 2007, as Microsoft CRM 4.0. In December 2011, Microsoft released the latest version, Microsoft Dynamics CRM 2011, which is available for purchase or for free for companies with 250 or fewer users. The free version of Microsoft Dynamics CRM is called Microsoft Dynamics CRM Online.

Microsoft Dynamics CRM has tight integration with the Microsoft Office Suite, Outlook, and SharePoint. It provides a rich user interface and easy to use workflow management capabilities to manage all aspects of customer relationship management. The platform comes with a pre-developed set of business processes, which are based on best practices of successful organizations. It offers a wide variety of conversation tops to engage customers through social media, email, phone and online chat.

Microsoft Dynamics CRM can be easily integrated with other popular applications such as Salesforce.com, a marketing automation spution Hubspot, an inbound marketing platform, a third party application that manages lead generation from several websites and performs data analysis with NetSuite.

Integration of Microsoft Dynamics CRM and Cliniko

Cliniko is a healthcare service management (HSM. spution designed for doctors and care providers. Cliniko provides tops for scheduling, billing and documentation, referrals, patient fplow up and much more for healthcare professionals. It also has built-in security features to protect patient information. It has a mobile app that allows doctors to access their data from anywhere. Cliniko integrates with apps like MailChimp, Practice Ignition, QuickBooks and Microsoft Dynamics CRM. Cliniko also integrates with some popular accounting software like Xero and QuickBooks. Cliniko can be integrated with Microsoft Dynamics CRM by using an app called the Cliniko Connector for Microsoft Dynamics CRM. This connector allows users to integrate their clients’ medical practice data into their Microsoft Dynamics CRM environment. With this integration, users can see their clients’ health records and their appointment schedules in their CRM database. They can also see upcoming appointments in MS CRM if it is integrated with Outlook.

Benefits of Integration of Microsoft Dynamics CRM and Cliniko

The cliniko connector enables users to connect their tracking system to their CRM platform in order to have increased visibility into their client’s medical activities. A user can track their sales meetings by keeping track of the locations where they met their prospects and contacts. They can also track details about every aspect of their client’s medical history using their HSM system by integrating it with the CRM platform in a seamless manner. Users can perform complex analyses on the data related to their clients’ health records using their HSM system by integrating it with the CRM platform in a seamless manner.

Microsoft Dynamics CRM is one of the most popular customer relationship management systems in the world today. The simplicity of the application makes it ideal for small businesses and non-technical personnel to utilize its features effectively.

Microsoft Dynamics CRM is one of the most popular customer relationship management systems in the world today. The simplicity of the application makes it ideal for small businesses and non-technical personnel to utilize its features effectively. Integrating this application with Cliniko will allow healthcare professionals to track patient data and keep themselves updated about the patient’s health condition at any point in time.

The process to integrate Microsoft Dynamics CRM and Cliniko 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.