Unlocking the Potential with Cliniko and Active Campaign Integration

Integrating Cliniko with Active Campaign streamlines your workflow and enables you to create targeted campaigns and automated follow-ups. You can send appointment reminders, treatment plans, and surveys to patients automatically. The integration helps improve patient engagement and provides a more personalized and efficient experience.

The Pitfalls of Manual Data Entry

Manual data entry is time-consuming and error-prone. Transferring information from Cliniko to Active Campaign manually can lead to inconsistencies, delays, and inefficiencies. The Zapier Cliniko integration automates the process and eliminates manual data entry and its associated risks. This saves time and reduces errors, allowing you to focus on more important tasks.

Step-by-Step Guide to Automating Cliniko to Active Campaign

 

Setting up the Zapier Cliniko integration is a straightforward process. Here’s a step-by-step guide to get you started:

Sign up for a Zapier account if you haven’t already, and add the Zapier Cliniko integration.

 

Step	Title	Description
1	New or Updated Patient in Cliniko	Add the Cliniko trigger New or Updated Patient. This will check periodically for new patients.
2	Add a Zapier Path action to check the Patient has an Email	Active Campaign requires an email to add a contact. This path filters patients based on whether they have an email address. If they do not have an email we go down a path to send an email to a user to prompt them to add an email to the customer.
3	Has Email Path
4	Change to Date Format (for Cliniko (1.0.1)’s “Date Of Birth” field)	Formats the date of birth field from Cliniko to UTC YYYY-MM-DD format. This is needed for Active Campaign
5	Create customer record in Active Campaign	Creates a new customer in Active Campaign with patient details from Cliniko.
6	Email missing Path	Identifies patients missing an email address.
7	Send Notification for Missing Email	Sends an email notification if a patient added does not have an email address.

Maximizing Efficiency and Streamlining Your Workflow

Automation is the key to maximizing efficiency and streamlining your workflow. By integrating Cliniko with Active Campaign using Zapier, you can automate repetitive tasks, reduce manual errors, and free up your time to focus on more important aspects of your practice.

With the Zapier Cliniko integration, you can:

– Automatically add new patients to Active Campaign and start nurturing them with personalized emails.

– Send appointment reminders and follow-ups without manual intervention.

– Sync patient data between Cliniko and Active Campaign in real-time, ensuring consistency across both platforms.

– Create targeted marketing campaigns based on patient attributes and behavior.

By harnessing the power of automation, you can provide a better patient experience, improve communication, and ultimately grow your practice.

Why Choose Zapier for Cliniko Integration

Zapier is a powerful automation tool that connects over 3,000 apps, including Cliniko and Active Campaign. Here’s why Zapier is the ideal choice for integrating Cliniko with Active Campaign:

– Ease of use: Zapier’s user-friendly interface makes it easy to set up and manage automations without any coding knowledge.

– Flexibility: Zapier offers a wide range of triggers and actions, allowing you to create custom workflows tailored to your specific needs.

– Reliability: Zapier ensures that your automations run smoothly and reliably, so you can trust that your data is transferred accurately and on time.

– Scalability: As your practice grows, Zapier can easily accommodate your increasing automation needs, ensuring a seamless integration between Cliniko and Active Campaign.

With Zapier, you can unleash the full potential of Cliniko and Active Campaign, supercharging your workflow and taking your practice to new heights.