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.
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 IntegrationsZoho CRM + Cliniko
Create Contact to cliniko from New or Updated Contact in Zoho CRM Read More...It's easy to connect Zoho CRM + Cliniko without coding knowledge. Start creating your own business flow.
Triggers when a new contact is added.
Triggers instantaneously when any entry is created in the specified module.
Triggers when a new contact is added or modified in Zoho.
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.
Add attachment to the selected Module entry.
Creates a new entry in a module
Adds a new contact. (Note: you can use this Connect to update an existing one too.)
Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)
Creates a Appointment.
Creates a Contact
Creates a Patient Details.
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(10 seconds)
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(10 seconds)
(2 minutes)
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 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 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.
Users can integrate their Zoho account with their Cliniko account so they can enjoy more benefits using both of them together.
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.