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HubSpot CRM + Cliniko Integrations

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

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

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 Integrations

Best ways to Integrate HubSpot CRM + Cliniko

  • HubSpot CRM Cliniko

    HubSpot CRM + Cliniko

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

    HubSpot CRM + Cliniko

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

    HubSpot CRM + Cliniko

    Create Contact to cliniko from New Contact Property Change in HubSpot CRM Read More...
    Close
    When this happens...
    HubSpot CRM New Contact Property Change
     
    Then do this...
    Cliniko Create Contact
  • HubSpot CRM Cliniko

    HubSpot CRM + Cliniko

    Create Patient to cliniko from New Contact Property Change in HubSpot CRM Read More...
    Close
    When this happens...
    HubSpot CRM New Contact Property Change
     
    Then do this...
    Cliniko Create Patient
  • HubSpot CRM Cliniko

    HubSpot CRM + Cliniko

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

    HubSpot CRM + {{item.actionAppName}}

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

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

    Triggers
  • New Company

    Triggers when a new company is created.

  • New Contact

    Triggered every time a new contact is created in HubSpot.

  • 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.

  • New Deal

    Triggers when a new deal is created.

  • New Deal in Stage

    Triggers when a new deal enters a stage.

  • 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
  • Associate Deal

    Associates the deal with dealId with the contact.

  • Create Company

    Creates a new company.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Create a new contact or update an existing contact based on email address.

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates an existing deal.

  • Create Appointment

    Creates a Appointment.

  • Create Contact

    Creates a Contact

  • Create Patient

    Creates a Patient Details.

How HubSpot CRM & Cliniko Integrations Work

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

    (2 minutes)

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

Integration of HubSpot CRM and Cliniko

  • HubSpot CRM?
  • Hubspot CRM is a powerful customer relationship management (CRM. spution that allows you to manage all your relationships, leads, contacts, and accounts.

  • Cliniko?
  • 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 of HubSpot CRM and Cliniko
  • 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.

  • Benefits of Integration of HubSpot CRM and Cliniko
  • 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.