Mindbody and Klaviyo
Automatically synchronize patient and contact data, including demographics, preferences, and appointment history.
Alec Whitten • 17 Jan 2022
Before you see pricing, see exactly what you're getting - and why hundreds of healthcare practices already rely on it.
You have thousands of patients in Cliniko. But without the right integration, your operations team can't use that data where it matters.
Staff waste time copying patient info between Cliniko and Salesforce instead of delivering care and growing your practice.
Without unified data, your team pieces together patient history from two disconnected systems - missing critical context and slowing down decisions.
Without real patient activity data in Salesforce, follow-ups are generic, referrals fall through the cracks, and no one has the full picture.
Link your Cliniko and Salesforce accounts in minutes. No developers needed.
Choose what to sync. CRMConnect handles the data logic, deduplication, and mapping.
Build Salesforce workflows on rich, real-time patient data. Automate what matters.
Automatically turn Cliniko data into actionable insights and workflows within Salesforce, streamlining your operations and enhancing patient relationships.
Instantly sync patient and contact data between Cliniko and Salesforce. Demographics, lifetime value, attendance totals, preferred names, and marketing preferences stay consistently accurate across both systems.
Automatically track all Cliniko appointments as custom Salesforce objects, categorized by status - Booked, Arrived, Did Not Arrive, or Cancelled. Sync telehealth URLs and enable automated follow-ups directly from Salesforce.
Automatically sync Cliniko case information as organized Salesforce objects. Gain visibility into key case details, milestones, session limits, and referral notes - all accessible alongside related appointments.
Sync invoices as dedicated Salesforce objects capturing amounts, dates, patient lifetime spend, and payment status. Gain clear financial visibility and streamline billing operations.
Effortlessly manage and track group appointments from Cliniko within Salesforce. Each group session syncs as a custom object, keeping participant details accurate for classes, workshops, or therapy sessions.
Sync Cliniko practitioners and business locations into Salesforce as dedicated custom objects. Track practitioner details, clinic locations, and appointment activities to streamline management across multiple locations.
Seamlessly supports large-scale healthcare organizations and franchise networks by syncing patient, appointment, and operational data between multiple Cliniko clinics and a single Salesforce instance.
Integrations aren't side-projects - they're critical infrastructure. CRMConnect is a turnkey, professionally-engineered solution built by experts with deep domain knowledge in Cliniko and Salesforce.
Most customers understand the ROI before the demo is even over.
CRMConnect bridges Cliniko and Salesforce, providing a unified platform to manage patient information and client relationships efficiently.
Everything you need to know
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Join healthcare practices that have eliminated manual data entry and started focusing on what matters - delivering exceptional patient care.
2-minute interactive demo · No signup required
Discover our other ready-to-use integrations built to simplify your Cliniko workflows and boost your practice’s efficiency.
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