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.
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
HubSpot CRM + ClinikoCreate Contact to cliniko from New Contact Property Change in HubSpot CRM Read More...
HubSpot CRM + ClinikoCreate Patient to cliniko from New Contact Property Change in HubSpot CRM Read More...
It's easy to connect HubSpot CRM + Cliniko without coding knowledge. Start creating your own business flow.
Triggers when a new company is created.
Triggered every time a new contact is created in HubSpot.
Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.
Triggers when a new deal is created.
Triggers when a new deal enters a stage.
Triggered when an individual appointment is cancelled.
Triggered when an individual appointment is deleted.
Trigger when a patient is created.
Triggered when a new contact is created or updated.
Triggered when a group appointments is created or updated.
Triggered when an individual appointments is created or updated.
Triggered when a patient is created or updated.
Triggered when a practitioner is created or updated.
Associates the deal with dealId with the contact.
Creates a new company.
Creates a new deal.
Create a new contact or update an existing contact based on email address.
Updates an existing company.
Updates an existing deal.
Creates a Appointment.
Creates a Contact
Creates a Patient Details.
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
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