Tagged: cliniko
7 documents
clear filterPush ActiveCampaign Contacts ➜ Cliniko Patients
Version 1.26 Enhancements
**Feature Overview**
Version 1.29 Enhancements
**Feature Overview**
Version 1.30 Enhancements
### Feature Overview
CRMConnect: Cliniko → ActiveCampaign
Learn how CRMConnect ensures accurate client matching between Mindbody and HubSpot by implementing specific rules. This document covers strategies to overcome challenges like duplicating client profiles with identical emails in Mindbody. Gain insights int
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 (cloned)
This document explores the matching rules employed by CRMConnect to pair up clients in Mindbody with contacts in HubSpot. With the challenge of multiple clients sharing the same email in Mindbody, the document illuminates five matching rules based on dive