Cliniko Technology Partner HubSpot Platinum Partner

Stop Losing Patients Between Cliniko and HubSpot

CRMConnect

Before you see pricing, see exactly what you're getting - and why hundreds of healthcare practices already rely on it.

CRMConnect Cliniko and HubSpot
Trusted by Healthcare Practices Worldwide
Trusted by partners and customers

Your Cliniko Data Is Locked Away

You have thousands of patients in Cliniko. But without the right integration, your marketing team can't use that data where it matters.

Hours of Manual Patient Entry

Staff waste time copying patient info between Cliniko and HubSpot instead of caring for patients and growing your practice.

Missed Reactivation Opportunities

Without automated triggers, inactive patients slip away with no recall reminders or re-engagement campaigns.

Generic Emails That Don't Convert

Without real patient activity data in HubSpot, every email is a mass blast - no treatment-based segmentation, no personalized outreach.

Live in 3 Steps. No Coding Required.

1

Connect

Link your Cliniko and HubSpot accounts in minutes. No developers needed.

2

Configure

Choose what to sync. CRMConnect handles the data logic, deduplication, and mapping.

3

Grow

Build HubSpot workflows on rich, real-time patient data. Automate what matters.

See Pricing →
Flexible pricing based on your needs

Key Features of Cliniko + HubSpot Integration

Automatically turn Cliniko data into actionable insights and automations within HubSpot, streamlining your operations and enhancing patient relationships.

Two-Way Patient Profile Sync

Two-Way Patient Profile Sync

Automatically keep Cliniko patient profiles and HubSpot contacts perfectly synced in real-time. Demographics, preferences, appointment history, and 120+ key properties flow between platforms so your team always works with accurate data.

Next Appointment Sync

Next Appointment Sync

Always know when patients are scheduled or overdue for their next visit. Appointment details sync automatically into HubSpot, enabling reminders, no-show recovery, and gentle recall nudges for inactive patients.

Case Information Sync

Case Information Sync

Sync key case details into HubSpot including milestones, session limits, referral info, and financial data. Your team gets a complete lifecycle view to deliver personalized care and streamline operations.

Cliniko Appointments Pipeline

Cliniko Appointments Pipeline

Track all appointments as deals in HubSpot, categorized by status -- Booked, Arrived, Did Not Arrive, or Cancelled. Automate follow-ups, assign deal values for revenue forecasting, and include telehealth URLs for virtual appointments.

Appointment Deal Amount

Appointment Deal Amount

Automatically assign a value to each appointment deal based on billable items. Get clear insight into the financial value of every session, helping you forecast revenue and make smarter business decisions.

Cliniko Invoices Pipeline

Cliniko Invoices Pipeline

Sync all invoices as deals in HubSpot for a clear view of your clinic's financials. Each deal includes status, dates, patient info, net amount, tax, discounts, and more -- enabling revenue forecasting and advertising ROI measurement.

See Pricing →
Flexible pricing based on your needs

Every Feature at a Glance

Two-Way Patient Profile Sync
Next Appointment Sync
Case Information Sync
Appointments Pipeline
Appointment Deal Amount
Invoices Pipeline
Telehealth URL Sync
Real-Time Data Sync
Duplicate Detection
Custom Fields Sync
Patient Recall Triggers
Advertising ROI Tracking

What Our Customers Say

Why CRMConnect vs. DIY Integration Tools?

Integrations aren't side-projects - they're critical infrastructure. CRMConnect is a turnkey, professionally-engineered solution built by experts with deep domain knowledge in Cliniko and HubSpot.

CRMConnect
Make / Zapier
Custom Dev
Setup time
< 30 min
Weeks
Months
Two-way patient sync
✓ Built-in
✗ Manual
Custom build
Appointment pipeline
✓ Real-time
✗ Limited
Custom build
Invoice pipeline
✓ Automatic
✗ Basic
Custom build
Case data sync
✓ Complete
✗ No
Custom build
Patient recall triggers
✓ Native
✗ Complex
Custom build
Maintenance
Zero - we handle it
You fix it
You maintain it
Support
VIP specialist support
Community / generic
Depends on dev
Starting cost
$24.75/mo
$50–200+/mo
$5,000+

Watch how it works in 2 minutes

Most customers understand the ROI before the demo is even over.

Flexible pricing based on the number of practitioners

CRMConnect bridges Cliniko and HubSpot, providing a unified platform to manage patient information and client relationships efficiently.

1
$24.75

/month

Requires a paid Cliniko subscription.

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Frequently asked questions

Everything you need to know

Why is this API App better than DIY tools like Make, Appy Pie or Pipedream?
This API App is a turnkey, professionally-engineered integration solution built by experts with deep domain knowledge in both applications.

Unlike DIY tools, which leave you to build, debug, and manage integrations yourself, our integration is pre-built, thoroughly tested, and includes sophisticated logic that ensures data flows accurately, reliably, and on-time.

It’s configurable, so you can tailor how your apps communicate without coding. Plus, you get VIP customer support from specialists who understand your specific business needs. Within minutes, your systems are fully connected - no technical headaches, no trial-and-error.

Integrations aren’t side-projects; they’re critical software infrastructure. Trust them to professionals who've perfected it through years of experience.
How does the pricing compare to DIY integration tools like Make, Appy Pie or Pipedream?
It ultimately depends on how much data you’ll sync between your apps. DIY integration tools typically charge per "task" performed - these costs add up quickly, especially when your integration demands sophisticated logic, data transformations (like dates or currencies), caching, and complex workflows.

Our API Apps, however, are built with advanced features and integrations that simply can't be replicated using these DIY tools.

Price-wise, our solutions offer a clear advantage: at your selected usage level (e.g., number of clients), we often allow you to sync unlimited records, including client data, sales, transactions, and more. This makes our API Apps not only superior in capability but also far more cost-effective as your needs scale.
How does the two-way client sync work?
The sync from Cliniko → HubSpot is automatic. The sync from HubSpot → Cliniko is triggered by a custom property in HubSpot called "Push to Cliniko" which instantly pushes the contact to Cliniko as a patient or a contact (your choice). If a matching patient or contact already exists, an update is made. If not, a patient is created in Cliniko. The "Push to Cliniko" custom property can also be set by a form or a workflow in HubSpot.
Do I have to create the properties in HubSpot to receive the data from Cliniko?
You do not. Property creation in HubSpot is automatic upon install.
Are appointments, cases, invoices and payments two-way synced?
No. Appointments, cases, invoices and payments are only synced from Cliniko to HubSpot.
How much historical data is included with the integration?
One month of appointments and invoices are synced upon install. More historical transactions can be synced upon request for an additional cost.
Which HubSpot Hub do I need to run CRMConnect?
CRMConnect will work with the free version of HubSpot, but some features and benefits, such as Appointment and Sales pipeline require a HubSpot Pro Hub which also allows workflows. To set up even more powerful automations, a subscription to HubSpot’s Sales Hub Enterprise allows for auto-enrolling contacts in sequences. This is one of the most powerful features CRMConnect enables.
Are HubSpot workflows and sequences included?
No. CRMConnect only interprets and syncs data between Cliniko and HubSpot. This data then becomes very actionable, but it is up to you to build workflows, sequences, etc. If you are looking for help with this, please inquire within, as we can refer you to a HubSpot partner that is familiar with CRMConnect.
What happens to a Cliniko patient with no email?
A Cliniko patient with no email that’s synced with HubSpot will not have an email in HubSpot either.
How do I get advertising ROI reporting?
When you have HubSpot Marketing Hub at the enterprise level, you can go to Marketing / Ads, connect your ad accounts and configure your reports.
Still have questions?

Can’t find the answer you’re looking for? Please chat to our friendly team.

Ready to Connect Cliniko and HubSpot?

Join healthcare practices that have eliminated manual data entry and started focusing on what matters - delivering exceptional patient care.

2-minute interactive demo · No signup required

Explore More Cliniko API Apps

Discover our other ready-to-use integrations built to simplify your Cliniko workflows and boost your practice’s efficiency.

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Blog Posts

CRMConnect bridges Cliniko and HubSpot, providing a unified platform to manage patient information and client relationships efficiently.

Blog Posts
Mindbody and Klaviyo
Automatically synchronize patient and contact data, including demographics, preferences, and appointment history.
Alec Whitten • 17 Jan 2022
Podcasts
Mindbody and Klaviyo
Automatically synchronize patient and contact data, including demographics, preferences, and appointment history.
Alec Whitten • 17 Jan 2022
Webinars
Mindbody and Klaviyo
Automatically synchronize patient and contact data, including demographics, preferences, and appointment history.
Alec Whitten • 17 Jan 2022
Case Studies
Mindbody and Klaviyo
Automatically synchronize patient and contact data, including demographics, preferences, and appointment history.
Alec Whitten • 17 Jan 2022
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