Integrate HubSpot CRM with Cliniko

Send information between HubSpot CRM and Cliniko automatically, without writing any code, using Zoho Flow.

Build your own integrations between HubSpot CRM and Cliniko

Connect HubSpot CRM and Cliniko with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate HubSpot CRM and Cliniko using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact created

Triggers when a new contact is created

Company created

Triggers when a new company is created

Meeting created

Triggers when a new meeting is created

Task created

Triggers when a new task is created

Contact created or updated

Triggers when a new contact is created or details of an existing contact is updated

Deal created or updated

Triggers when a new deal is created or details of an existing deal is updated

Company created or updated

Triggers when a new company is created or details of an existing company is updated

Email created

Triggers when a new email is created

Deal created

Triggers when a new deal is created

Individual appointment created

Triggers when a new individual appointment is created

Patient case created

Triggers when a new patient case is created

Attendee created

Triggers when a new attendee is created

Group appointment created

Triggers when a new group appointment is created

Individual appointment deleted

Triggers when an existing individual appointment is deleted

Invoice created

Triggers when a new invoice is created

Patient updated

Triggers when the details of an existing patient are updated

Contact created

Triggers when a new contact is created

Group appointment deleted

Triggers when an existing group appointment is deleted

Patient created

Triggers when a new patient is created

Individual appointment canceled

Triggers when an existing individual appointment is canceled

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create email

Creates a new email

Create task

Creates a new task

Create meeting

Creates a new meeting

Create company

Creates a new company

Create ticket

Creates a new ticket

Create deal

Creates a new deal

Create or update contact

Creates a new contact or updates the details of an existing contact

Update company

Updates the details of an existing company by ID

Update contact - By email

Updates the details of an existing contact associated with the specified email

Update contact - By VID

Updates the details of a contact associated with the specified VID

Update deal

Updates the details of an existing deal using its ID

Associate CRM entities

Associates two existing CRM entities

Fetch company - By ID

Fetches the details of an existing company by ID

Fetch contact - By VID or email

Fetches the details of an existing contact by VID or email

Fetch deal - By ID

Fetches the details of an existing deal by ID

Fetch company - By name

Fetches the details of an existing company by name

Fetch ticket pipeline stage - By name

Fetches the details of the existing stages in the pipeline of the ticket by name

Fetch ticket pipeline - By name

Fetches the details of the existing pipeline of the ticket by name

Create group appointment

Creates a new group appointment

Create contact

Creates a new contact

Create patient

Creates a new patient

Create individual appointment

Creates a new individual appointment

Create attendee

Creates a new attendee

Update individual appointment

Updates the details of an existing individual appointment

Update attendee

Updates the details of an existing attendee

Update contact

Updates the details of an existing contact

Update patient

Updates the details of an existing patient

Update group appointment

Updates the details of an existing group appointment

Fetch contact

Fetches the details of an existing contact

Fetch group appointment

Fetches the details of an existing group appointment

Fetch patient

Fetches the details of an existing patient

Fetch attendee

Fetches the details of an existing attendee by ID

Fetch practitioner

Fetches the details of an existing practitioner by ID

Fetch invoice

Fetches the details of an existing invoice

Fetch individual appointment

Fetches the details of an existing individual appointment

What is HubSpot CRM?

HubSpot CRM is a CRM tool that lets you convert prospects into contacts, improvise your strategy based on reports, and manage your contacts and sales funnel from one place.

CRM

What is Cliniko?

Cliniko is a medical practice management application designed for healthcare practitioners. It provides features such as multi-platform online booking, scheduling, billing and invoicing, video consultations, and more.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

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