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Integrate Zoho CRM with Cliniko

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

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About Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

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 Zoho CRM + Cliniko

  • Zoho CRM Integration Cliniko Integration

    Zoho CRM + Cliniko

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

    Zoho CRM + Cliniko

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

    Zoho CRM + Cliniko

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

    Zoho CRM + Cliniko

    Create Patient to cliniko from New Record in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM Integration New Record
     
    Then do this...
    Cliniko Integration Create Patient
  • Zoho CRM Integration Cliniko Integration

    Zoho CRM + Cliniko

    Create Contact to cliniko from New or Updated Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM Integration New or Updated Contact
     
    Then do this...
    Cliniko Integration Create Contact
  • Zoho CRM Integration {{item.actionAppName}} Integration

    Zoho CRM + {{item.actionAppName}}

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

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

    Triggers
  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

  • 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
  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

  • 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 Zoho CRM & Cliniko Integrations Work

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

    (2 minutes)

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

Integration of Zoho CRM and Cliniko

Hello,

My name is James. I have been a Zoho CRM user for more than 5 years now and I am extremely happy with it. My office has more than 300 clients and they are all using Zoho CRM. I also use Cliniko on my personal laptop.

I would like to share my idea about on how to integrate the two systems so that it becomes beneficial for my clients.

Zoho CRM?

Zoho CRM helps users to keep track of their customers, sales, marketing campaigns, etc. It is available as a web application, desktop application or mobile app. The system helps you to manage your business data intuitively and effectively. You can share the information with your team members and it is really easy to use. Zoho can also be integrated with other apps.

Cliniko?

Cliniko is a free medical practice management software. Cliniko has features like appointment scheduling, patient billing, charting, prescription management, online payment integration, etc. Cliniko is really easy to use. Users can create new appointments, view their schedule, send new messages, etc. Cliniko has excellent reporting tops which help users to analyze their business data. Cliniko is compatible with most modern browsers like Firefox, Chrome, Safari, IE8+, etc.

Integration of Zoho CRM and Cliniko

Users can integrate their Zoho account with their Cliniko account so they can enjoy more benefits using both of them together.

Benefits of Integration of Zoho CRM and Cliniko

  • Users can import patient data directly into Cliniko from Zoho. They just have to view Reports in their Zoho account and they will find an option called “Export Data”. They can select “Cliniko” there and select “Import” option. Then they have to enter their Cliniko login details and all their patient data will be imported into Cliniko automatically.
  • Users can also export their Cliniko data into Zoho if they want to access it from one place only. They can simply go to Reports -> Export Data -> select “Cliniko” -> select “Manage” option. Then they have to fill in their login details there and click “Next” button. After that they will see a list of options where they can select the fields they want to export into their Zoho account.
  • Users can view all patients who are scheduled for next week and the week after that in their Zoho CRM account. This way they can easily view their schedule and plan accordingly. If there is any change in schedule then they can update all appointments at once using this option.
  • Users can view all appointments created in their Cliniko account for next week right from their Zoho CRM account as well because both systems are integrated now.
  • Users can also view all messages sent by other users in both systems from one place only so they don’t have to search for those messages twice.

The process to integrate Zoho CRM 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.