Tagged: cliniko
8 documents
clear filterPush ActiveCampaign Contacts ➜ Cliniko Patients
Automatically sync ActiveCampaign contacts to Cliniko patients using a simple tag. Create new patients or update existing records based on email matching, with automatic cleanup and error tracking.
Version 1.26 Enhancements
Version 1.26 introduces automatic syncing of next appointment properties from Cliniko to HubSpot, including date, time, category, and practitioner details, updating whenever appointments are created, modified, canceled, or archived.
Version 1.29 Enhancements
New appointment sync range controls, custom HubSpot deal naming from Cliniko data, business display name options, and expanded field mappings including pronouns and appointment notes.
Version 1.30 Enhancements
Multi-brand HubSpot organizations can now route synced Cliniko data to specific business units using new integration settings that enable accurate brand-based data assignment.
CRMConnect: Cliniko → ActiveCampaign
Automates patient data synchronization from Cliniko to ActiveCampaign, including appointments, invoices, and engagement tags, enabling targeted communications and real-time record updates for healthcare practices.
CRMConnect: Cliniko → HubSpot
Synchronize client information between Cliniko and HubSpot with CRMConnect's turnkey integration solution. Supports patient, contact, appointment, and invoice syncing with practitioner email caching and configurable deal owner assignment.
CRMConnect: Cliniko → Salesforce
Bi-directional sync between Cliniko and Salesforce that syncs client profiles, appointments, visits, memberships, and contracts with matching rules to accurately connect clients across systems.
CRMConnect: Cliniko → Salesforce (cloned)
Bi-directional sync between Cliniko and Salesforce that syncs client profiles, appointments, visits, memberships, and contracts with matching rules to accurately connect clients across systems.