Salesforce CRMConnect

Turnkey Salesforce integrations for Cliniko.

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Salesforce

Overview of Salesforce

Salesforce is a CRM platform for sales, service and marketing teams. CRMConnect brings the data from the platform you already run into Salesforce, so your contacts, accounts and reports reflect what your customers actually do.

What Sets API Apps Apart?

API Apps aren't just connectors. They are expert-built solutions that integrate Salesforce with the platform your business runs on. Designed to handle complex workflows with precision, they drive efficiency, unlock new opportunities, and fuel business growth.

Deep Integration Features

Intelligent Data Processing:
Advanced logic for handling complex scenarios like bulk bookings, cancellations, and schedule changes
Real-Time Synchronization:
Automated, bidirectional updates that maintain data accuracy across all connected systems
Industry-Specific Logic:
Built for its platform: patients and appointments in Cliniko
Configurable Workflows:
Customizable business rules and automation paths without requiring technical expertise

CRMConnect connects Salesforce to Cliniko today.

CRMConnect
Cliniko and Salesforce

Delivers robust, bidirectional integration - with instant Salesforce-to-Cliniko sync and Cliniko-to-Salesforce updates every 15 minutes. Advanced matching and deduplication keep patients, appointments, families, and clinic locations organized, ensuring accurate data, enhanced patient management, and streamlined clinic operations. Trusted globally.

Get started with Salesforce CRMConnect

See the Cliniko + Salesforce app above, then book a call. We connect your accounts and set CRMConnect up with you.

Schedule a Demo

What Our Customers Say

Frequently asked questions

Which platforms does Salesforce CRMConnect work with?

Cliniko today: Cliniko + Salesforce. It is built for Cliniko and set up for your account.

What data reaches Salesforce?

CRMConnect brings Cliniko patients, appointments and invoices into Salesforce. The product page lists what syncs.

Can I build automations on the synced data?

Yes. Once the data is in Salesforce, you can build automation with Salesforce Flow on it, the same way you would on any other Salesforce data.

What happens when Salesforce or my platform changes its API?

APIANT monitors API changes upstream and maintains the integration on an ongoing basis. Because the logic is centralized, a fix or upgrade rolls out to every customer on that API App at once, without per-account migrations.

My platform is not listed. What can I do?

Use APIANT.AI at the top of this page. Describe what should happen between Salesforce and your other app, and the agent builds, tests and runs the integration. The free plan is enough to build it.