Zoho CRM + Cliniko Integrations
Appy Pie Connect allows you to automate multiple workflows between Zoho CRM and Cliniko
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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 IntegrationsBest ways to Integrate Zoho CRM + Cliniko
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When this happens...
New Contact
Then do this...
Create Contact
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When this happens...
New Contact
Then do this...
Create Patient
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When this happens...
New Record
Then do this...
Create Contact
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When this happens...
New Record
Then do this...
Create Patient
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Zoho CRM + Cliniko
Create Contact to cliniko from New or Updated Contact in Zoho CRM Read More...When this happens...
New or Updated Contact
Then do this...
Create Contact
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Zoho CRM + Cliniko without coding knowledge. Start creating your own business flow.
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New Contact
Triggers when a new contact is added.
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New Record
Triggers instantaneously when any entry is created in the specified module.
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New or Updated Contact
Triggers when a new contact is added or modified in Zoho.
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Cancelled individual appointment
Triggered when an individual appointment is cancelled.
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Deleted individual appointment
Triggered when an individual appointment is deleted.
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New Patient
Trigger when a patient is created.
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New or Updated Contact
Triggered when a new contact is created or updated.
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New or updated group appointment
Triggered when a group appointments is created or updated.
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New or updated individual appointment
Triggered when an individual appointments is created or updated.
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New or updated patient
Triggered when a patient is created or updated.
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New or updated practitioner
Triggered when a practitioner is created or updated.
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Add Attachment
Add attachment to the selected Module entry.
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Create Module Entry
Creates a new entry in a module
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Create/Update Contact
Adds a new contact. (Note: you can use this Connect to update an existing one too.)
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Create/Update Lead
Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)
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Create Appointment
Creates a Appointment.
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Create Contact
Creates a Contact
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Create Patient
Creates a Patient Details.
How Zoho CRM & Cliniko Integrations Work
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Step 1: Choose Zoho CRM as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Cliniko as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Zoho CRM to Cliniko.
(2 minutes)
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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.
