Push ActiveCampaign Contacts ➜ Cliniko Patients

Version 1.2 and above

Give your team one simple tag—updatecliniko—and CRMConnect does the rest. Add the tag to any ActiveCampaign contact and the platform will either create a brand-new patient in Cliniko or update the matching record for you.

1 Quick Start: How to Use the Feature

Step	What You Do in ActiveCampaign	What CRMConnect Does in Cliniko
1	Make sure the contact contains at least an email address.	(Needed for matching.)
2	Add the updatecliniko tag – manually, via an ActiveCampaign Automation, or by auto-tagging an ActiveCampaign Form submission.	Instantly triggers the sync.
3	Sit back.

• Removes the updatecliniko tag so the contact isn’t re-processed by accident.

• Adds the new Cliniko Patient ID in ActiveCampaign for next time.

• Creates or updates the record.

• Looks for an existing patient.

That’s it. No exports, no imports, no double-entry.

2 What Happens Behind the Scenes (Logic Flow)

Tag Instantly Detected → CRMConnect sees updatecliniko.
Pull Contact Details from ActiveCampaign.
Do we already have a Cliniko Patient ID? Yes → update that exact patient. No → go to Step 4.
Search Cliniko by Email
• Found → update patient and store the ID in ActiveCampaign.
• Not Found → create a new patient and store the new ID in ActiveCampaign.
Clean-up → updatecliniko tag is removed automatically.
If the update to Cliniko fails for any reason, the system will automatically add a new tag to the client—"Cliniko update failed." This allows you to create a list in ActiveCampaign based on the tag, making it easy to track and monitor unsuccessful updates.

Contacts without an email address are skipped unless there is a patient id.

3 Fields That Sync

ActiveCampaign Field	Cliniko Patient Field
First Name	First name
Last Name	Last name
Email	Email
Date of Birth	Date of birth
Mobile / Home / Work Phone	Corresponding phone fields
Address Lines 1-3	Address Lines 1-3
City	City
State / Province	State
Postal / ZIP	Postcode
Referral Source* Cliniko notes	Referral Source Extra Information

* If you track “How did you hear about us?” in ActiveCampaign, we’ll pass it straight through to Cliniko.

4 Practical Use-Cases

Scenario	How to Put It to Work
Website inquiry → patient	Add a hidden field in your ActiveCampaign web form that tags submissions with updatecliniko. Every new inquiry lands in Cliniko ready for your reception team.
Pre-appointment intake update	Send patients an ActiveCampaign email asking them to confirm their details. When they click Save, an Automation adds the tag so fresh info overwrites the Cliniko record automatically.
Bulk data clean-up	Have 200 contacts with updated phone numbers? Use ActiveCampaign’s bulk edit to apply updatecliniko to the group—CRMConnect updates all 200 patients in one shot.

5 Tips & FAQs

Question	Answer
Do I need to change any settings in CRMConnect?	No settings required. Just make sure both apps are connected and the tag is spelled exactly updatecliniko (all lower-case, no spaces). For version 1.2 and above.
Can we trigger the sync from an Automation?	Absolutely. Use the “Add Tag” action in ActiveCampaign Automations wherever you need the push to Cliniko.
What if the contact’s email changes?	Add the new email in ActiveCampaign and tag again—the patient record in Cliniko will update with the new address.
Will duplicate patients be created?	Not if the email is the same. CRMConnect checks for an existing patient before creating a new one.

Need Help?

If you’d like a hand setting up your first Automation or form tag, our support team is happy to walk you through it—no tech jargon, we promise. For further assistance, reach out to us at support@apiant.com.