Integrate Pipedrive with Cliniko

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

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About Pipedrive

Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process

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 Pipedrive and Cliniko Integrations

  • Pipedrive Integration Cliniko Integration

    Pipedrive + Cliniko

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

    Pipedrive + Cliniko

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

    Pipedrive + Cliniko

    Create Contact to cliniko from New Activity in Pipedrive Read More...
    Close
    When this happens...
    Pipedrive Integration New Activity
     
    Then do this...
    Cliniko Integration Create Contact
  • Pipedrive Integration Cliniko Integration

    Pipedrive + Cliniko

    Create Patient to cliniko from New Activity in Pipedrive Read More...
    Close
    When this happens...
    Pipedrive Integration New Activity
     
    Then do this...
    Cliniko Integration Create Patient
  • Pipedrive Integration Cliniko Integration

    Pipedrive + Cliniko

    Create Contact from cliniko from Organization Matching Filter to Pipedrive Read More...
    Close
    When this happens...
    Pipedrive Integration Organization Matching Filter
     
    Then do this...
    Cliniko Integration Create Contact
  • Pipedrive Integration {{item.actionAppName}} Integration

    Pipedrive + {{item.actionAppName}}

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

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

    Triggers
  • Deal Matching Filter

    Triggers every time a deal matches a Pipedrive filter.

  • New Activity

    Triggers upon an addition of a new activity in Pipedrive.

  • New Deal

    Triggers every time a new deal is created.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is added.

  • Organization Matching Filter

    Triggers every time an organization matches a Pipedrive filter.

  • Person Matching Filter

    Triggers whenever a person matches a Pipedrive filter.

  • Updated Deal

    Triggers upon a updation in an existing deal.

  • Updated Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact 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 Activity

    Creates a new activity.

  • Create Deal

    Creates a new deal.

  • Create Note

    Creates a new note.

  • Create Organization

    Creates a new organization.

  • Create Person

    Creates a new person.

  • Update Deal

    Updates an existing deal.

  • Update Organization

    Updates an existing organization.

  • Update Person

    Updates an existing person.

  • 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 Pipedrive & Cliniko Integrations Work

  1. Step 1: Choose Pipedrive 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 Pipedrive to Cliniko.

    (2 minutes)

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

Integration of Pipedrive and Cliniko

  • Pipedrive?
  • Pipedrive is a CRM (Customer Relationship Management. application for sales and marketing. It is designed to help companies with lead generation, sales process management and tracking of leads and opportunities. Pipedrive is an online application that can be accessed from anywhere using any device. It has easy-to-use interfaces and user-friendly features.

  • Cliniko?
  • Cliniko is a Web-based healthcare software that is used by doctors and other healthcare professionals to manage their patients’ health records and schedule appointments. Cliniko was founded in 2012 and it has been growing rapidly ever since. The platform helps physicians to communicate with patients and send them reminders about upcoming appointments and results of tests. It is available as a SaaS (Software as a Service. spution, which means that Cliniko does not require any installation or IT maintenance.

  • Integration of Pipedrive and Cliniko
  • Integrating Pipedrive with Cliniko is a smart move that can bring a lot of advantages to both products. Pipedrive has a proven track record in the CRM space and its integration with Cliniko will help it to expand its target audience and offer a broader range of products. On the other hand, integrating Cliniko with Pipedrive can add more value to Cliniko’s existing services. In addition, the integration will provide more flexibility for users who want to use both applications at their own pace.

  • Benefits of Integration of Pipedrive and Cliniko
  • Integrating two different applications might seem like a complicated task, but this is not always the case. In some cases integrating different systems together can be quite simple and easy to do. One of the biggest benefits of integrating Pipedrive and Cliniko is the ability to provide a wider range of services.

    Both platforms have a lot of similarities, so it would be quite logical to integrate them together. Both are designed for small businesses and healthcare providers, so they share a lot of similarities in terms of structure and work processes. Even though they are different types of applications, they have many similar features such as dashboards, reports, forecasting tops, etc. This makes it easier to integrate the two systems together in order to create an enhanced experience for users. The integration will also give customers more options in terms of features they can use. The integration will also allow customers to use these two applications separately if they prefer doing so. This means that customers will be able to choose whether they want to use both applications at the same time or just one of them. By making the choice to integrate these two applications, both Pipedrive and Cliniko can benefit from increased sales and revenue streams, while also attracting new clients due to the enhanced functionality of the system. This will allow both companies to expand their client base without investing too much time or money into creating additional features or improving their existing ones.

    By integrating Pipedrive with Cliniko, companies will be able to provide an enhanced experience for their customers. The integration will allow users to benefit from increased functionality while also saving them time and money. It is important for both companies to remember that not all integrations are created equal, so they should make sure that they take the time necessary to carefully select the right partner to integrate with.

    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.