Instantly sync patient and contact data from Salesforce to Cliniko, with Cliniko-to-Salesforce updates every 15 minutes—ensuring key information like demographics, patient lifetime value (LTV), attendance totals, preferred names, time zones, and marketing preferences remain consistently accurate.

Keep your Salesforce records current, empower your team with timely insights, deliver personalized care, and effortlessly boost clinic efficiency.

Effortlessly manage and track group appointments from Cliniko within Salesforce. Each group session is synced as a custom Salesforce object, keeping participant details accurate and organized.

Streamline communication, enhance group engagement, and simplify administration for classes, workshops, or therapy sessions—all directly from Salesforce.

Automatically sync Cliniko invoices as dedicated Salesforce objects, capturing essential details such as invoice amounts, dates, numbers, patient lifetime spend, and payment status. Gain clear financial visibility, simplify revenue tracking, and streamline billing operations.

Enable your team to leverage invoice data directly within Salesforce to enhance financial management, facilitate targeted follow-ups, and drive clinic growth with confidence.

CRMConnect seamlessly supports large-scale healthcare organizations and multi-location franchise networks by dispatching patient, appointment, and operational updates between multiple Cliniko clinics and a single Salesforce instance. With advanced synchronization in both directions, this solution efficiently manages high-volume data flows, maintains data integrity across locations, and provides comprehensive visibility.

Scale confidently, simplify network-wide reporting, streamline operations, and ensure consistent patient experiences—no matter how large your healthcare organization grows.