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Integrate SugarCRM with Cliniko

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

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About SugarCRM

SugarCRM is a comprehensive customer relationship management product, from sales and marketing to service and support. It is used by companies of all sizes, across all industries.

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 SugarCRM + Cliniko

  • SugarCRM Integration Cliniko Integration

    SugarCRM + Cliniko

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

    SugarCRM + Cliniko

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

    SugarCRM + Cliniko

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

    SugarCRM + Cliniko

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

    SugarCRM + Cliniko

    Create Contact to cliniko from New User in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM Integration New User
     
    Then do this...
    Cliniko Integration Create Contact
  • SugarCRM Integration {{item.actionAppName}} Integration

    SugarCRM + {{item.actionAppName}}

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

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

    Triggers
  • New Case

    Triggers when you add a new case

  • New Contact

    Triggers when you add a new contact

  • New Lead

    Triggers when you add a new lead

  • New Opportunity

    Triggers when you add a new opportunity

  • New Task

    Triggers when you add a new task

  • New User

    Triggers when you add a new user

  • 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 Case

    Create a new case

  • 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 SugarCRM & Cliniko Integrations Work

  1. Step 1: Choose SugarCRM 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 SugarCRM to Cliniko.

    (2 minutes)

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

Integration of SugarCRM and Cliniko

SugarCRM?

SugarCRM is a customer relationship management (CRM. software that helps in managing and organizing all data related to clients, prospects, and the business system. This software is used for tracking and analyzing data in real time. It can be seamlessly integrated with other applications and this enables its users to share and synchronize the data in the application. SugarCRM is used by organizations of all sizes and industries. The best part about SugarCRM is that it provides a wide range of features which satisfies the needs of various business types. The organization can manage contacts, leads, accounts, and products easily.

Cliniko?

Cliniko is a clinical practice management software which allows medical practitioners to manage their appointments, patients, insurance claims, records, billing, and other tasks. It has many online tops which assist the clinic staff to handle their day-to-day operations easily. It can be tailored according to the requirements of the medical practice. It offers the fplowing benefits:-

Enhanced workflow process

Manage multiple locations easily

Easy-to-use web-based conspe

Multi-user facility

Secure backup facility

Many more…

Integration of SugarCRM and Cliniko

When Cliniko is integrated with SugarCRM, the employees of Cliniko can directly access the information of the patients while working on SugarCRM. The expert team of SugarCRM can assist you in integrating these two softwares so that you can benefit from the integration. Integration of these two softwares will enable you to have an updated database where you can view the details of the patients along with appointments, surgeries, payments, etc. It will also help you in creating new leads, offers, plans, accounts, etc. without any hassle. The integration will help you in cutting down your operational costs as well as increase your sales opportunities. You can have effective reports of patient services like appointments, ppicies, ppicies, payments, etc. You can also export patient information to other applications like Word or Excel for further use.

Benefits of Integration of SugarCRM and Cliniko

The integration of these two softwares will enable you to get the fplowing benefits:-

You can automate your operations by integrating these two softwares with each other. The integration will help you in saving time and effort while performing various tasks like creating new leads or appointments. You can elegantly organize patient information with ease by integrating these two softwares together. The integration will help you in cutting down your operational costs as well as increase your sales opportunities. It will also help you in saving time and effort while performing various tasks like creating new leads or appointments. You can have effective reports of patient services like appointments, ppicies, ppicies, payments, etc. You can also export patient information to other applications like Word or Excel for further use. This integration will also enable you to create new leads or appointments without any hassle. You can also create new leads or appointments without any hassle. You can manage contacts, leads, accounts, and products easily with the help of the integration between SugarCRM and Cliniko. With the help of this integration you can have an updated database where you can view the details of the patients along with appointments, surgeries, payments, etc. It will also help you in creating new leads, offers, plans, accounts, etc. without any hassle. The integration will help you in cutting down your operational costs as well as increase your sales opportunities. You can have effective reports of patient services like appointments, ppicies, ppicies, payments, etc. You can also export patient information to other applications like Word or Excel for further use. The integration will help you in cutting down your operational costs as well as increase your sales opportunities. You can have effective reports of patient services like appointments, ppicies, ppicies, payments, etc. You can also export patient information to other applications like Word or Excel for further use. The integration will help you in cutting down your operational costs as well as increase your sales opportunities. You can have effective reports of patient services like appointments, ppicies, ppicies, payments, etc. You can also export patient information to other applications like Word or Excel for further use. The integration will help you in cutting down your operational costs as well as increase your sales opportunities. You can have effective reports of patient services like appointments, ppicies, ppicies, payments, etc. You can also export patient information to other applications like Word or Excel for further use. The integration will help you in cutting down your operational costs as well as increase your sales opportunities. You can have effective reports of patient services like appointments, ppicies, ppicies, payments, etc. You can also export patient information to other applications like Word or Excel for further use. The integration will help you in cutting down your operational costs as well as increase your sales opportunities. You can have effective reports of patient services like appointments, ppicies, ppicies, payments, etc. You can also export patient information to other applications like Word or Excel for further use. The integration will help you in cutting down your operational costs as well as increase your sales opportunities. You can have effective reports of patient services like appointments, ppicies, ppicies, payments, etc. You can also export patient information to other applications like Word or Excel for further use. The integration will help you in cutting down your operational costs as well as increase your sales opportunities. You can have effective reports of patient services like appointments, ppicies, ppicies, payments, etc. You can also export patient information to other applications like Word or Excel for further use. The integration will help you in cutting down your operational costs as well as increase your sales opportunities. You can have effective reports of patient services like appointments, ppicies, ppicies, payments, etc. You can also export patient information to other applications like Word or Excel for further use.

In this article we have discussed about SugarCRM and Cliniko Integration which are used for managing all data related to clients and prospects including their details about their insurance claims or medical records smoothly and easily with no hassle by integrating them together effectively with the expert IT team support from SugarCRM Developers India at reasonable cost .

The process to integrate SugarCRM 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.