Cliniko + HubSpot — patient relationships that extend beyond the appointment
Your practice management tracks appointments. Your CRM should be filling them. Without a connection, patient acquisition and retention run on guesswork.
Patient data stays in Cliniko — marketing and growth never see it
Cliniko handles the clinical side of your practice — patient records, appointments, treatment notes, invoicing. But the people responsible for filling your appointment book have no visibility into what is happening inside the system. Marketing runs campaigns to patients who attended last week. Reactivation emails go to people who are already booked in. New patient enquiries sit in HubSpot with no connection to their appointment history.
The clinical team knows who showed up. The growth team knows who enquired. Neither sees the complete picture. Retention campaigns cannot target patients who have lapsed because that data lives in Cliniko, not in the CRM.
Your practice management system knows who your patients are. Your CRM should know what to do with that information.
Patient records and appointment data — mapped into your CRM
We build a custom integration between Cliniko and HubSpot that synchronises patient contacts and appointment activity. The mapping reflects your practice’s specific structure — practitioner types, service categories, location data — not a generic template.
Patient Contact Sync
Patient records from Cliniko flow into HubSpot as contacts with relevant properties — practitioner, service type, last visit date, appointment count. New enquiries captured in HubSpot can create patient records in Cliniko. One patient, one record, always current.
Appointment & Engagement Data
Appointment history, cancellations, and no-shows sync to HubSpot so marketing can segment on real behaviour. Identify lapsed patients for reactivation. Trigger post-appointment follow-ups. Measure which acquisition channels produce patients who actually return.
Marketing targets lapsed patients based on actual visit history, not guesswork.
New enquiries convert to booked appointments without manual handoff.
Practice growth is measured from first enquiry through to repeat visits.
Your patient pipeline and your appointment book become one continuous system.
Allied health practices growing beyond word of mouth
This integration is designed for physiotherapy, chiropractic, psychology, osteopathy, and allied health practices running Cliniko for practice management and HubSpot for patient acquisition and retention.
If your front desk is managing enquiries in one system while your practitioners work from another, or your marketing team has no visibility into appointment outcomes, this integration connects the clinical operation to the growth engine.
Let’s connect Cliniko to your practice growth engine
Book a discovery call. We’ll map where your current systems are costing you visibility, speed, or revenue — and show you how to fix it.