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Freshworks CRM + Cliniko Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Freshworks CRM

Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.

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 Freshworks CRM + Cliniko

  • Freshworks CRM Cliniko

    Freshworks CRM + Cliniko

    Create Contact to cliniko from New Appointment in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Appointment
     
    Then do this...
    Cliniko Create Contact
  • Freshworks CRM Cliniko

    Freshworks CRM + Cliniko

    Create Patient to cliniko from New Appointment in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Appointment
     
    Then do this...
    Cliniko Create Patient
  • Freshworks CRM Cliniko

    Freshworks CRM + Cliniko

    Create Contact to cliniko from New Task in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Task
     
    Then do this...
    Cliniko Create Contact
  • Freshworks CRM Cliniko

    Freshworks CRM + Cliniko

    Create Patient to cliniko from New Task in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Task
     
    Then do this...
    Cliniko Create Patient
  • Freshworks CRM Cliniko

    Freshworks CRM + Cliniko

    Create Contact to cliniko from New Completed Task in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Completed Task
     
    Then do this...
    Cliniko Create Contact
  • Freshworks CRM {{item.actionAppName}}

    Freshworks CRM + {{item.actionAppName}}

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

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

    Triggers
  • New Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task created.

  • 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
  • Add Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

  • Create Appointment

    Creates a Appointment.

  • Create Contact

    Creates a Contact

  • Create Patient

    Creates a Patient Details.

How Freshworks CRM & Cliniko Integrations Work

  1. Step 1: Choose Freshworks 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 Freshworks CRM to Cliniko.

    (2 minutes)

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

Integration of Freshworks CRM and Cliniko

Freshworks CRM?

Freshworks CRM is a cloud based customer relationship management (CRM. software. It helps small and medium business (SMBs. companies to manage their customers and track their activities. The software allows its users to capture customer data, analyze it further, and then use this data for various business purposes. Some of the useful features of Freshworks CRM are:

Data Capture. The software allows you to capture contact details such as name, email address, phone number, date of birth, etc. You can also add notes and attachments to each entry.

The software allows you to capture contact details such as name, email address, phone number, date of birth, etc. You can also add notes and attachments to each entry. Advanced Analytics. The software provides you with advanced analytical tops so that you can create reports, charts, and more. You can use these reports for different purposes such as sales forecasting, lead generation, etc.

The software provides you with advanced analytical tops so that you can create reports, charts, and more. You can use these reports for different purposes such as sales forecasting, lead generation, etc. Real-time Reporting. The software enables your sales team to access real-time reports 24/7 so that they can easily connect with the right prospects at the right time.

The software enables your sales team to access real-time reports 24/7 so that they can easily connect with the right prospects at the right time. Cplaboration. The software allows you to share contacts with your cpleagues using an internal email system or through a mobile app.

The software allows you to share contacts with your cpleagues using an internal email system or through a mobile app. Sales Funnels. The software allows you to create sales funnels for your sales team so that they can execute them with ease. For instance, you can create a sales funnel that tracks whether or not your sales team is connecting with the right prospects at the right time.

The software allows you to create sales funnels for your sales team so that they can execute them with ease. For instance, you can create a sales funnel that tracks whether or not your sales team is connecting with the right prospects at the right time. Mobile Apps. There are two mobile apps available for Freshworks CRM. You can download them on Android and iOS devices. The apps allow you to manage contacts on-the-go.

There are two mobile apps available for Freshworks CRM. You can download them on Android and iOS devices. The apps allow you to manage contacts on-the-go. Cloud-Based. Freshworks CRM is cloud-based which means that it requires an active internet connection in order to function properly. However, if the internet goes down temporarily, the software will continue to work with minimal disruption.

Cliniko?

Cliniko is a web-based management top used by medical professionals to manage their patients’ data. This top comes with many beneficial features such as appointment scheduling, charting, documentation, billing, staff management etc. Using Cliniko, medical professionals can monitor patient progress and track their activities easily. Some of the features of Cliniko are listed below:

eRx Integration. Using Cliniko’s eRx integration feature, medical professionals can easily send prescriptions via fax or email to local pharmacies or online pharmacies such as Walgreens or CVS.

Using Cliniko’s eRx integration feature, medical professionals can easily send prescriptions via fax or email to local pharmacies or online pharmacies such as Walgreens or CVS. Scheduling Management. With Cliniko’s scheduling management feature, medical professionals can schedule appointments for their patients or request for appointment from their patients directly from within the application itself. In addition to this, the doctors can also send reminders about upcoming appointments so that their patients do not forget them accidentally. The software lets its users synchronize schedules from other applications such as Google Calendar or Microsoft Outlook as well as other web-based applications such as Freshdesk and Zoho CRM.

With Cliniko’s scheduling management feature, medical professionals can schedule appointments for their patients or request for appointment from their patients directly from within the application itself. In addition to this, the doctors can also send reminders about upcoming appointments so that their patients do not forget them accidentally. The software lets its users synchronize schedules from other applications such as Google Calendar or Microsoft Outlook as well as other web-based applications such as Freshdesk and Zoho CRM. Prescription Management. Using Cliniko’s prescription management feature, medical professionals can view all their patients’ prescription information in one place and assign tasks relevant to each medication to qualified personnel such as nurses and doctors. The software also allows its users to send messages and reminders about medications and their side effects.

Using Cliniko’s prescription management feature, medical professionals can view all their patients’ prescription information in one place and assign tasks relevant to each medication to qualified personnel such as nurses and doctors. The software also allows its users to send messages and reminders about medications and their side effects. Charting. Cliniko’s charting feature allows medical professionals to document their patient’s symptoms and other important information related to their treatment in one place. The top enables its users to take pictures and videos of treatment procedures and then attach them to individual entries in the chart for future reference. Cliniko also provides multiple templates for charting which help its users keep track of treatment procedures more efficiently. The templates available in Cliniko include daily progress charting templates, diabetes charting templates, pediatric charting templates, surgery templates etc. In addition to this, users can also create custom templates as per their needs and preferences.

Cliniko’s charting feature allows medical professionals to document their patient’s symptoms and other important information related to their treatment in one place. The top enables its users to take pictures and videos of treatment procedures and then attach them to individual entries in the chart for future reference. Cliniko also provides multiple templates for charting which help its users keep track of treatment procedures more efficiently. The templates available in Cliniko include daily progress charting templates, diabetes charting templates, pediatric charting templates, surgery templates etc. In addition to this, users can also create custom templates as per their needs and preferences. Billing. Using Cliniko’s billing feature, medical professionals can bill their patients for services rendered quickly and easily without having to waste time on copying and pasting information between different applications such as QuickBooks and Zoho Invoice. They can also generate invoices automatically using Cliniko by entering billable charges into a single line item field entitled “Charge Amount” according to the number of visits required per visit type (i.e., per office visit.

Using Cliniko’s billing feature, medical professionals can bill their patients for services rendered quickly and easily without having to waste time on copying and pasting information between different applications such as QuickBooks and Zoho Invoice. They can also generate invoices automatically using Cliniko by entering billable charges into a single line item field entitled “Charge Amount” according to the number of visits required per visit type (i.e., per office visit. Staff Management. Using Cliniko’s staff management feature, medical professionals can add/remove employees from staff groups on a regular basis from within the application itself without having to enter new employee information on multiple applications separately every time they add/remove an employee from a staff group on one of the applications only. In addition to this, the top enables its users to add/remove employees from staff groups automatically whenever a new employee joins/leaves a staff group by entering his/her information directly into a field called “Employee Status” on a single application only where all his/her information is already available instead of entering his/her information on multiple applications separately every time he/she joins/leaves a staff group on one of the applications only. In addition to this, users can also set up profiles for each employee within Cliniko itself instead of creating profiles individually on multiple applications separately every time they add/remove an employee from a staff group on one of the applications only instead of creating profiles individually on multiple applications separately every time they add/remove an employee from a staff group on one of the applications only because all information pertaining to employees is already available in one place only in Cliniko rather than entering it individually on multiple applications separately every time they add/remove an employee from a staff group on one of the applications only because all information pertaining to employees is already available in one place only in Cliniko rather than entering it

The process to integrate Freshworks 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.