Salesmate is a cloud-based CRM that enhances customer interactions, increases sales efficiency, and aids in the closing of more deals.
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
It's easy to connect Salesmate.io + Cliniko without coding knowledge. Start creating your own business flow.
Triggers when a new activity is created.
Triggers when a New Company is created.
Triggers when a New Contact is created.
Triggers when a new Deal is created.
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.
Creates a new activity.
Creates a new company.
Creates a New Contact
Creates a new deals.
Updates an existing activity.
Updates an existing company.
Updates an existing contact.
Updating an existing deal.
Creates a Appointment.
Creates a Contact
Creates a Patient Details.
Salesmate.io is a Sales Automation top which helps sales teams to track their leads and manage everything related to them easily. It also allows managers to analyze the performance of their employees and identify the future potential of the company.
Cliniko is a cloud-based software designed for clinics and medical centers to manage all the details of the business in one place. It has a lot of features such as patient management, appointment management, and billing and transcription. Cliniko can also share files and send messages through Skype.
The integration of these two tops will provide a lot of benefits to both companies and their users. Cliniko users will be able to create and automate lead generation campaigns with Salesmate.io. They will also be able to track the progress of each campaign in both applications. With this integration, Cliniko users will be able to save time by using the automation features provided by Salesmate.io.
For example, Cliniko users can set reminders for when to fplow up on a lead in Salesmate.io and they can also view the details and progress of each campaign in Salesmate.io through Cliniko. The integration will also help Cliniko users to generate leads faster and easier by tracking the details and the progress of each campaign in Salesmate.io. This way, they can focus on important tasks such as making appointments and even closing deals with their leads instead of spending time on tracking each lead manually. It will also allow Cliniko users to focus on growing their business rather than spending time on tedious tasks such as tracking leads.
The integration between Salesmate.io and Cliniko will not only help Cliniko users but also help Salesmate.io users as well since Cliniko users will be able to create and send automated emails with just a few clicks. These emails will contain information about new appointments and contacts with phone numbers and email addresses that include the address data from Google Maps and all other relevant data from Salesmate.io such as contact history, interactions, and contact notes. This way, Cliniko users will still be able to track the progress of each campaign in Salesmate.io without having to open Salesmate.io’s dashboard every time they want to check the progress of a campaign.
To sum up, an integration between Salesmate.io and Cliniko will:
Ensure efficient lead generation campaigns with automated email campaigns for Cliniko users.
Allow Cliniko users to save time by allowing them to access the progress of their campaigns in Salesmate.io through Cliniko.
Allow Cliniko users to view contact history, interactions, and notes within their own Cliniko account.
Create a seamless experience for both companies’ customers by allowing them to view their contact history, interactions, and notes from any device connected to the internet.
The process to integrate Salesmate.io 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.