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Salesmate.io + Cliniko Integrations

Appy Pie Connect allows you to automate multiple workflows between Salesmate.io and Cliniko

About Salesmate.io

SalesMate is a tech startup focused on providing the next-generation Customer Relationship Management platform designed for small businesses. Its vision is to build an elegant and intelligent web and mobile CRM application which can be accessed using Software as a Service (SaaS) model.

About Cliniko

Cliniko is a practice management system for clinics and allied health practitioners.

Cliniko Integrations

Best Salesmate.io and Cliniko Integrations

  • Salesmate.io Google Contacts

    Salesmate.io + Google Contacts

    Add new Salesmate contacts to your Google Contacts account Read More...
    When this happens...
    Salesmate.io New Contact
     
    Then do this...
    Google Contacts Create or Update Contacts
    Spending too much time transferring contacts from one app to the next? Once you set up this integration, Appy Pie Connect will create a Google Contact automatically for every new Salesmate contact, making sure your lists stay up-to-date.
    How This Salesmate-Google Contacts Integration Works
    • A new contact is added to Salesmate
    • Appy Pie Connect creates a new contact to Google Contacts.
    What You Need
    • Salesmate account
    • Google Contacts account
  • Salesmate.io MailChimp

    Salesmate.io + MailChimp

    Add Salesmate contacts to Mailchimp as new subscribers Read More...
    When this happens...
    Salesmate.io New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Instead of manually importing mailing lists over and over, Appy Pie Connect can do it for you! Once enabled, this integration will automatically subscribe new Salesmate contacts to a list on Mailchimp so you can be sure they'll get your next update.
    How This Salesmate-Mailchimp Integration Works
    • A new contact is added to Salesmate
    • Appy Pie Connect adds a new subscriber to Mailchimp.
    What You Need
    • Salesmate account
    • Mailchimp account
  • Salesmate.io MailChimp

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Salesmate.io {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Salesmate.io + Cliniko in easier way

It's easy to connect Salesmate.io + Cliniko without coding knowledge. Start creating your own business flow.

    Triggers
  • New Activity

    Triggers when a new activity is created.

  • New Company

    Triggers when a New Company is created.

  • New Contact

    Triggers when a New Contact is created.

  • New Deal

    Triggers when a new Deal is created.

  • Cancelled individual appointment

    Triggered when an individual appointment is cancelled.

  • Deleted individual appointment

    Triggered when an individual appointment is deleted.

  • New or Updated Contact

    Triggered when a new contact is created or updated.

  • New or updated group appointment

    Triggered when a group appointments is created or updated.

  • New or updated individual appointment

    Triggered when an individual appointments is created or updated.

  • New or updated patient

    Triggered when a patient is created or updated.

  • New or updated practitioner

    Triggered when a practitioner is created or updated.

    Actions
  • Create Activity

    Creates a new activity.

  • Create Company

    Creates a new company.

  • Create Contact

    Creates a New Contact

  • Create Deal

    Creates a new deals.

  • Update Activity

    Updates an existing activity.

  • Update Company

    Updates an existing company.

  • Update Contact

    Updates an existing contact.

  • Update Deal

    Updating an existing deal.

  • Create Contact

    Creates a Contact

  • Create Patient

    Creates a Patient Details.

How Salesmate.io & Cliniko Integrations Work

  1. Step 1: Choose Salesmate.io as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Salesmate.io with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Cliniko as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Cliniko with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Salesmate.io and Cliniko

Salesmate.io is a Sales Automation top which helps sales teams to track their leads and manage everything related to them easily. It also allows managers to analyze the performance of their employees and identify the future potential of the company.

Cliniko is a cloud-based software designed for clinics and medical centers to manage all the details of the business in one place. It has a lot of features such as patient management, appointment management, and billing and transcription. Cliniko can also share files and send messages through Skype.

The integration of these two tops will provide a lot of benefits to both companies and their users. Cliniko users will be able to create and automate lead generation campaigns with Salesmate.io. They will also be able to track the progress of each campaign in both applications. With this integration, Cliniko users will be able to save time by using the automation features provided by Salesmate.io.

For example, Cliniko users can set reminders for when to fplow up on a lead in Salesmate.io and they can also view the details and progress of each campaign in Salesmate.io through Cliniko. The integration will also help Cliniko users to generate leads faster and easier by tracking the details and the progress of each campaign in Salesmate.io. This way, they can focus on important tasks such as making appointments and even closing deals with their leads instead of spending time on tracking each lead manually. It will also allow Cliniko users to focus on growing their business rather than spending time on tedious tasks such as tracking leads.

The integration between Salesmate.io and Cliniko will not only help Cliniko users but also help Salesmate.io users as well since Cliniko users will be able to create and send automated emails with just a few clicks. These emails will contain information about new appointments and contacts with phone numbers and email addresses that include the address data from Google Maps and all other relevant data from Salesmate.io such as contact history, interactions, and contact notes. This way, Cliniko users will still be able to track the progress of each campaign in Salesmate.io without having to open Salesmate.io’s dashboard every time they want to check the progress of a campaign.

To sum up, an integration between Salesmate.io and Cliniko will:

Ensure efficient lead generation campaigns with automated email campaigns for Cliniko users.

Allow Cliniko users to save time by allowing them to access the progress of their campaigns in Salesmate.io through Cliniko.

Allow Cliniko users to view contact history, interactions, and notes within their own Cliniko account.

Create a seamless experience for both companies’ customers by allowing them to view their contact history, interactions, and notes from any device connected to the internet.

The process to integrate Salesmate.io 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.