Integrate Zoho Cliq with Cliniko

Zoho Cliq?

Zoho Cliq is an integrated business management software package which includes accounting, CRM, Project Management, Business Analytics and Email Marketing. The Zoho Cliq product suite allows you to manage your business with ease. You can measure your ROI on various channels of marketing using the customer analytics feature, track everything that’s important for your business using Zoho Cliq’s CRM top.

Cliniko?

Cliniko is a free online Private Medical Practice software which helps you to become more organized, save time and make more money. It has all the features of a full medical practice management system at no cost to you!

Integration of Zoho Cliq and Cliniko

Zoho Cliq integrates with Cliniko in several ways.

Medical Practice Management Software Integration with the CRM of Zoho Cliq

The CRM module of Zoho Cliq enables you to manage your existing customers and new prospects. It lets you build customer profiles, track their interactions with your business, send them electronic newsletters, create custom search forms to gather information from them, etc. This way you can easily grow your practice. If you use Cliniko’s patient scheduling feature, you can connect it with Zoho Cliq’s CRM section via the Cliniko API. Your patients will be able to update their appointments directly from the Zoho Cliq interface. Using this appointment booking feature in combination with Cliniko will save you a lot of time in managing your schedule.

Integration of Salesforce with Zoho Cliq

Salesforce is one of the most popular, comprehensive and powerful CRM software packages available in the market today. However, it does not have any integrated billing/invoicing functionality. Zoho Cliq integrates with Salesforce in two ways:

Integration of Salesforce with Zoho Invoice

Zoho Invoices gives you a powerful invoicing spution. You can create invoices in a variety of ways including bulk uploads, manual input etc. Having created an invoice using Zoho Invoices, you can then integrate it with Salesforce using the Salesforce integration plugin provided by Zoho. Once integrated, your invoices will automatically get imported into Salesforce where your accounts receivable team can use them as reference documents. This integration helps you save time as well as money as you will not have to manually enter data into Salesforce as well as Salesforce will also help you avoid errors that may creep into manual data entry.

Integration of Zoho Billing with Salesforce

Zoho Billing is an integrated bill processing and payment spution which allows you to create and send customized invoices to your clients digitally and let them pay online. Once an invoice is created using Zoho Billing, it can be easily sent to Salesforce thanks to its integration with Salesforce. You can also create reports and analyze your billings using these tops.

Integration between Zoho Invoice and Cliniko

Zoho Invoice integrates with Cliniko via the Cliniko API. You can import your clients from Cliniko into Zoho Invoice or export your clients from Zoho Invoice into Cliniko. This way you can take care of all your billing needs using just one top. Cliniko!

Integration between Cliniko and Zoho Projects and Zoho Books Accounting Software

Zoho Projects and Zoho Books are integrated with Cliniko via the Cliniko API so that they can receive appointment bookings from it and export reports about appointments into it. This integration allows you to manage your time as well as your finances better as well as streamline your practice management processes. All data from appointments booked through Cliniko will be shown in the Scheduler within the Zoho Projects app as well as in the reports created from within Zoho Books accounting software.

The process to integrate Zoho Cliq 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.