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 step what you do in activecampaign what crmconnect does in cliniko 1 make sure the contact contains at least an email address (needed for matching ) 2 add the updatecliniko tag – manually, via an activecampaign automation, or by auto tagging an activecampaign form submission instantly triggers the sync 3 sit back • looks for an existing patient • creates or updates the record • adds the new cliniko patient id in activecampaign for next time • removes the updatecliniko tag so the contact isn’t re processed by accident 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 contacts without an email address are skipped unless there is a patient id \# 3 fields that sync activecampaign field cliniko patient field first name first name last name last name email email date of birth date of birth mobile / home / work phone corresponding phone fields address lines 1 3 address lines 1 3 city city state / province state postal / zip postcode referral source referral source if you track “how did you hear about us?” in activecampaign, we’ll pass it straight through to cliniko \# 4 practical use cases scenario how to put it to work website inquiry → patient add a hidden field in your activecampaign web form that tags submissions with updatecliniko every new inquiry lands in cliniko ready for your reception team pre appointment intake update send patients an activecampaign email asking them to confirm their details when they click save , an automation adds the tag so fresh info overwrites the cliniko record automatically bulk data clean up have 200 contacts with updated phone numbers? use activecampaign’s bulk edit to apply updatecliniko to the group—crmconnect updates all 200 patients in one shot \# 5 tips & faqs question answer do i need to change any settings in crmconnect? no settings required just make sure both apps are connected and the tag is spelled exactly updatecliniko (all lower case, no spaces) for version 1 2 and above can we trigger the sync from an automation? absolutely use the “add tag” action in activecampaign automations wherever you need the push to cliniko what if the contact’s email changes? add the new email in activecampaign and tag again—the patient record in cliniko will update with the new address will duplicate patients be created? not if the email is the same crmconnect checks for an existing patient before creating a new one \# 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