Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.
Cliniko is a practice management system for clinics and allied health practitioners.Cliniko Integrations
Agile CRM + MailChimpTurn new Agile CRM Contacts into MailChimp subscribers Read More...
Agile CRM + GmailSend Gmail Email for every Changing Milestone in a Specific Deal in Agile CRM Read More...
Agile CRM + MailChimpCreate MailChimp Subscribers from tagged Agile CRM Contacts Read More...
It's easy to connect Agile CRM + Cliniko without coding knowledge. Start creating your own business flow.
Triggers when a Deal reaches a specific milestone.
Triggers when changes are made in any deal milestone.
Triggers when a new contact is added.
Triggers when a new Deal is added.
Triggers when a new event is created.
Triggers whenever a tag is added to contact in AgileCRM.
Triggers whenever a new task is added.
Triggers upon an addition of a new ticket in Agile CRM.
Triggered when an individual appointment is cancelled.
Triggered when an individual appointment is deleted.
Trigger when a patient is created.
Triggered when a new contact is created or updated.
Triggered when a group appointments is created or updated.
Triggered when an individual appointments is created or updated.
Triggered when a patient is created or updated.
Triggered when a practitioner is created or updated.
Create an event in Agile CRM.
Add a note to a specific contact.
Add Score to a Contact in the Agile CRM.
Add Tag to a Contact.
Subscribe to a Campaign.
Create a New Company.
Creates a New Contact.
Add a deal in the Agile CRM.
Create a Task for the Contact.
Generates Ticket in the Agile CRM.
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
Update a Company.
Creates a Contact
Creates a Patient Details.
Cliniko is a web-based spution that will help to manage your healthcare business. It has all the required features that you need as a healthcare professional as well as some advanced features as well. It can be used by a wide range of users from the receptionist, the physician, and manager to the care manager, provider, and also the patient. It can be used for both small & larger healthcare businesses.
Agile CRM is a cloud based customer relationship management software. It is a freemium software which means free until the user finds it valuable enough for using advanced features. It is a feature rich software with a lot of advanced features. It can be used by both the small and larger businesses.
The integration of Cliniko and Agile CRM brings the fplowing benefits:
Cliniko and Agile CRM have been integrated so there is no need of manually entering information from one program to another which reduces errors and improves efficiency. It also enhances security as all the information is in one place and it is easier to keep track of everything as you only need to go to one place for everything. By integrating Agile CRM and Cliniko, your business will be streamlined and simplified which will lead to increased productivity and an improved end product.
The process to integrate Agile CRM and Cliniko may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.