Cliniceo
Cliniceo account with Ledsak CRM. The integration allows seamless data exchange between your clinic management system and CRM for improved lead tracking and conversion.
1. Overview
Cliniceo is a powerful clinic management platform. When integrated with Ledsak CRM, it allows automatic syncing of patient data, payment completion status, and clinic information to enhance lead lifecycle tracking.
2. Accessing Cliniceo Integration Settings in Ledsak
To begin the integration:
Log into your Ledsak CRM dashboard.
Navigate to Integrations > Cliniceo.
You will find fields to input your Cliniceo credentials and configure clinic-specific details.
3. Cliniceo Integration Fields
A. Account Name
Assign a unique name to this Cliniceo integration instance.
This helps in identifying and managing multiple accounts if applicable.
B. Cliniceo Name
Add a descriptive name that represents your Cliniceo account or clinic.
4. API Credentials
To enable API communication between Ledsak and Cliniceo, provide the following credentials:
A. API Key
Location: Log in to your Cliniceo account → Go to Settings > API Access → Copy the API Key.
B. Business Key
Location: Available in Cliniceo’s API Access section alongside the API Key.
C. API Secret
Location: Also located in the API Access section in Cliniceo.
⚠️ Ensure all keys are kept confidential. Do not share your keys publicly.
5. Adding Clinics
Configure one or more clinics from Cliniceo by providing:
A. Cliniceo Clinic ID
This ID uniquely identifies a clinic registered in your Cliniceo account.
Retrieve this from the clinic settings inside Cliniceo.
B. Select Clinic Branch
Choose the appropriate branch within Ledsak that corresponds to the Cliniceo clinic.
🔄 You can repeat this process to map multiple clinics.
6. Lead Conversion Mapping
To ensure that lead progress is tracked effectively based on payment status:
Select Lead Conversion Stage
Choose the stage in Ledsak CRM that should be automatically assigned when a payment is marked as completed in Cliniceo.
Example: “Converted”, “Client”, or “Payment Complete”.
This setting ensures leads are automatically updated in Ledsak based on real activity in Cliniceo.
7. Activation
Is Activate?
Checkbox the switch to activate or deactivate the integration.
If activated, data will start syncing between Cliniceo and Ledsak CRM based on your settings.
8. Related Documents
You may refer to the following for more detailed API and workflow documentation:
Ledsak.ai Help Center
9. Support
If you encounter any issues during the integration:
Contact Ledsak Support at: support@ledsak.ai
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