Connect and Integrate
Zoho CRM with Cliniko

Connect Zoho CRM to Cliniko and watch how much smoother your workflows can become with automation.

Easy Steps to Connect
Zoho CRM and Cliniko

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Select a trigger in Zoho CRM

Choose an event in Zoho CRM like “New event in Zoho CRM,” to set off your automation.

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Automate an Action in Cliniko

Connect your Cliniko account and select an action like “Take action in Cliniko” to make your work flow.

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Customize the Workflow

Build your Zoho CRM - Cliniko automations the way you want with an easy-to-use workflow builder tools that suits your needs.

Connect Zoho CRM and Cliniko
to Automate these Workflows

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Create bills in Xero from updated Zoho CRM entries

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Update Xero contacts from new Zoho CRM entries

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Create Xero contacts from updated Zoho CRM entries

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About Zoho CRM

Zoho CRM is a cloud-based platform that streamlines sales, marketing, and customer support processes. It offers customizable tools like lead management, sales automation, and AI-powered insights. Ideal for businesses of all sizes, Zoho CRM helps enhance productivity, improve customer engagement, and drive informed decisions while integrating seamlessly with other apps.
Learn more

About Cliniko

Cliniko is a practice management software for health professionals, providing tools for appointment scheduling, patient records, and billing. Its user-friendly interface enhances operational efficiency and patient engagement. With integration capabilities, Cliniko sets itself up to be a good practice management tool that is essential for healthcare providers looking to improve patient care and operations.
Learn more