SharpSpring + Cliniko Integrations

Appy Pie Connect allows you to automate multiple workflows between SharpSpring and Cliniko

About SharpSpring

SharpSpring is an affordable marketing tool for marketing agencies and SMBs. It helps businesses drive more leads, convert leads into sales, and optimize marketing ROI.

About Cliniko

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

Cliniko Integrations
Connect SharpSpring + Cliniko in easier way

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

  • New Account

    A new Account is created in SharpSpring.

  • New Lead

    When a lead has been created in sharpspring.

  • New Opportunity

    A new Opportunity is created in SharpSpring.

  • 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.

  • Create Account

    Create an Account in SharpSpring.

  • Create Campaign

    Create a new Campaign in SharpSpring.

  • Create Lead

    Create a Lead in SharpSpring.

  • Create Opportunity

    Create Opportunity in SharpSpring. You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".

  • Update Lead

    Update a Lead in SharpSpring.

  • Update Opportunity

    Update a opportunity

  • Create Contact

    Creates a Contact

  • Create Patient

    Creates a Patient Details.

How SharpSpring & Cliniko Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate SharpSpring 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 SharpSpring and Cliniko

Using a customized software, Cliniko can help independent practitioners manage their own clinical operations. It includes features such as appointment keeping, scheduling, billing and patient management. In addition, it offers tops for marketing, customer retention and reporting.

In this project, I will explain how Cliniko integrates with SharpSpring, a marketing automation platform that helps increase sales by using a multichannel approach to advertise a brand.

SharpSpring is a marketing automation platform that uses a multichannel approach to advertise a brand. This platform’s goal is to increase sales of a company’s product or service by combining several marketing channels. It also helps answer the question. “How do you know when you should use email, social media, or digital ads?” To accomplish this goal, SharpSpring is used in three different ways:

1-Email Marketing. It allows users to send emails to customers who have given their consent to receive them. Each email is sent in accordance with the customer’s profile and preferences and they can be sent in various languages.

2-Social Media. It uses social media sites such as Facebook and Twitter to publish content and advertise a brand. A SharpSpring user can create a post on Facebook and Twitter and schedule it in advance to post at a later date and time.

3-Analytics. It provides detailed information on site traffic and conversion rates. It also gives the user an overview of which channels are working best for him/her.

The process to integrate SharpSpring 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.