Push ActiveCampaign Contacts ➜ Cliniko Patients

version 1 2 and above give your team one simple tag— updatecliniko —and crmconnect does the rest add the tag to any activecampaign contact and the platform will either create a brand new patient in cliniko or update the matching record for you 1 quick start how to use the feature true 220,220,221left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type • removes the updatecliniko tag so the contact isn’t re processed by accident • adds the new cliniko patient id in activecampaign for next time • creates or updates the record • looks for an existing patient that’s it no exports, no imports, no double entry 2 what happens behind the scenes (logic flow) tag instantly detected → crmconnect sees updatecliniko pull contact details from activecampaign do we already have a cliniko patient id? yes → update that exact patient no → go to step 4 search cliniko by email • found → update patient and store the id in activecampaign • not found → create a new patient and store the new id in activecampaign clean up → updatecliniko tag is removed automatically if the update to cliniko fails for any reason, the system will automatically add a new tag to the client—" cliniko update failed " this allows you to create a list in activecampaign based on the tag, making it easy to track and monitor unsuccessful updates contacts without an email address are skipped unless there is a patient id 3 fields that sync true 330,331left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type 4 practical use cases true 330,331left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type 5 tips & faqs true 330,331left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type need help? if you’d like a hand setting up your first automation or form tag, our support team is happy to walk you through it—no tech jargon, we promise for further assistance, reach out to us at support\@apiant com