Transform your healthcare practice
with the Cliniko + HubSpot integration
Requires paid Cliniko subscription
Get a complete view of each patient with seamless data syncing, enabling your team to deliver personalized and informed care.
Manage group and individual appointments effortlessly, reducing missed visits and ensuring efficient follow-ups with every status tracked.
Automate appointment reminders and follow-ups, reduce no-shows, and keep patients engaged with timely, personalized communications.
Gain clear visibility into revenue through appointment values and invoice data, making it easy to forecast income and set realistic financial goals.
Keep every case organized and accessible, from creation to closure, ensuring your team has the information needed to provide quality care.
Sync invoices and financial data into HubSpot for better planning, efficient payment management, and insights into patient billing and marketing ROI.
Grow your practice with a unified data hub that ensures consistent patient experiences and operational efficiency, even across multiple clinics.
Sync patient and contact data seamlessly between Cliniko and HubSpot, including demographics, preferences, appointment history, and 120+ key properties.
Key details like patient lifetime value (LTV), attendance totals, preferred names, time zones, and marketing preferences keep your team informed. Stay up-to-date, deliver personalized care, and enhance clinic efficiency effortlessly.
Track all appointments effortlessly with the Cliniko Appointment Pipeline. Sync them as deals in HubSpot, categorized by status—Booked, Arrived, Did Not Arrive, or Cancelled.
Include telehealth URLs for practitioners and patients, allowing automated, branded HubSpot communications for virtual appointments. Automate follow-ups, assign optional deal values for revenue forecasting, and streamline appointment flow to boost efficiency and growth.
Always know when patients are scheduled—or overdue—for their next visit. Appointment details like date, time, practitioner, and type are automatically synced into HubSpot.
This ensures your team is prepared and enables automated reminders for upcoming visits. You can even set up gentle nudges for patients who haven’t booked, reducing no-shows, boosting attendance, and enhancing satisfaction while keeping your clinic running smoothly.
Easily assign a value to each appointment deal based on billable items. Just enable the feature in settings, and HubSpot will automatically calculate the amount for every session.
This provides clear insight into the financial value of appointments, helping you forecast revenue, set achievable income goals, and make smarter business decisions with confidence.
Easily sync key case details into HubSpot, including milestones like creation, issued, expiry, and closure dates for a complete lifecycle view. Manage financial data like session limits and maximum invoiceable amounts while tracking referral info and notes.
Choose to include or exclude cancelled and DNA (Did Not Arrive) appointments for accurate case management. With all case data accessible in HubSpot, your team can deliver personalized care, streamline operations, and improve both patient outcomes and clinic efficiency.
Sync all invoices as deals in HubSpot for a clear view of your clinic's financials. Each invoice deal includes key details like status, dates (created, closed, issued), invoice number, patient info, net amount, tax, discounts, and more.
Capture additional context with notes, payment URLs, and referral info. Use deal amounts to streamline financial planning and evaluate Advertising ROI by linking marketing campaigns directly to revenue outcomes.
With a comprehensive financial overview in HubSpot, you can forecast revenue, measure campaign success, and drive clinic growth confidently with data-backed insights.
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.
You do not. Property creation in HubSpot is automatic upon install.
No. Appointments, cases, invoices and payments are only synced from Cliniko to HubSpot.
One month of appointments and invoices are synced upon install. More historical transactions can be synced upon request for an additional cost.
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.
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.
A Cliniko patient with no email that’s synced with HubSpot will not have an email in HubSpot either.
When you have HubSpot Marketing Hub at the enterprise level, you can go to Marketing / Ads, connect your ad accounts and configure your reports.
