HubSpot CRM + Cliniko Integrations
Appy Pie Connect allows you to automate multiple workflows between HubSpot CRM and Cliniko
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Hubspot CRM is a customer relationship management system that helps teams with their marketing, sales, and customer care needs. With Hubspot CRM, you can track prospects, close deals, nurture leads, sell more, and deliver exceptional customer support.
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 IntegrationsBest ways to Integrate HubSpot CRM + Cliniko
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When this happens...
New Deal
Then do this...
Create Contact
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When this happens...
New Deal
Then do this...
Create Patient
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HubSpot CRM + Cliniko
Create Contact to cliniko from New Contact Property Change in HubSpot CRM Read More...When this happens...
New Contact Property Change
Then do this...
Create Contact
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HubSpot CRM + Cliniko
Create Patient to cliniko from New Contact Property Change in HubSpot CRM Read More...When this happens...
New Contact Property Change
Then do this...
Create Patient
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When this happens...
New Company
Then do this...
Create Contact
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect HubSpot CRM + Cliniko without coding knowledge. Start creating your own business flow.
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New Company
Triggers when a new company is created.
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New Contact
Triggered every time a new contact is created in HubSpot.
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New Contact Property Change
Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.
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New Deal
Triggers when a new deal is created.
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New Deal in Stage
Triggers when a new deal enters a stage.
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Cancelled individual appointment
Triggered when an individual appointment is cancelled.
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Deleted individual appointment
Triggered when an individual appointment is deleted.
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New Patient
Trigger when a patient is created.
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New or Updated Contact
Triggered when a new contact is created or updated.
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New or updated group appointment
Triggered when a group appointments is created or updated.
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New or updated individual appointment
Triggered when an individual appointments is created or updated.
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New or updated patient
Triggered when a patient is created or updated.
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New or updated practitioner
Triggered when a practitioner is created or updated.
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Associate Deal
Associates the deal with dealId with the contact.
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Create Company
Creates a new company.
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Create Deal
Creates a new deal.
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Create or Update Contact
Create a new contact or update an existing contact based on email address.
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Update Company
Updates an existing company.
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Update Deal
Updates an existing deal.
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Create Appointment
Creates a Appointment.
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Create Contact
Creates a Contact
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Create Patient
Creates a Patient Details.
How HubSpot CRM & Cliniko Integrations Work
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Step 1: Choose HubSpot CRM as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Cliniko as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from HubSpot CRM to Cliniko.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of HubSpot CRM and Cliniko
Hubspot CRM is a powerful customer relationship management (CRM. spution that allows you to manage all your relationships, leads, contacts, and accounts.
Cliniko is an easy to use online medical practice management software. With Cliniko you can organize your time, manage your patients’ records, get paid faster, and automize your business.
Integration between HubSpot CRM and Cliniko allows clinics to automate data exchange between these two applications. This integration makes it possible to work with all the data synchronously. All changes in patient data are automatically synchronized in both applications. For example, when you add a new patient to Cliniko, this person will be automatically added to HubSpot CRM. And if you change some information about this new patient in HubSpot CRM, it will be automatically changed in Cliniko.
The integration of these two applications allows you to reduce the workload on the employees who are engaged in patient appointment scheduling, phone calls with patients, and contact via e-mails with them. You can also forget about duplicates in the database because all the information will be stored in only one place.
By integrating HubSpot CRM and Cliniko you can get the fplowing benefits:
Automation of work with data between these two applications
Reduction of workload for employees who are engaged in patient appointment scheduling, phone calls with patients, and contact via e-mails with them
You can forget about duplicates in the database because all the information will be stored in only one place
You can manage your contacts, leads, opportunities, and notes with the help of Cliniko
You can set up different tasks for each of your employees in Cliniko based on their rpes in the system
To learn more about HubSpot CRM integration with Cliniko or to see our demo visit http://integration.cliniko.com/hsp
The process to integrate 403 Forbidden and 403 Forbidden 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.
