Helping you streamline your practice is one of our primary goals at Practice Better. Our Zapier integration is just one way that can help you optimize your workflow between Practice Better and external tools. This integration is most commonly used to connect Practice Better to email marketing platforms such as Mailchimp or ActiveCampaign.
Here are a few benefits of using this integration as an intermediary between Practice Better and your marketing platform:
- Save time by automating workflow across applications.
- Keep your clients engaged by adding another channel of communication.
- Upsell your services and products to existing clients.
If you’re publishing monthly newsletters, communicating to clients daily, creating mailing lists, or sending email marketing campaigns to upsell clients on more of your paid services, you can use our Zapier integration to streamline this process.
How It Works
Integrating your Zapier account with Practice Better allows you to connect Practice Better with other apps and services in your workflow.
Practice Better allows you to create Zaps based on specific triggers which creates a link between your apps and tasks. Once a Zap is triggered, Practice Better will send client contact information to Zapier and any other services linked to your Zap.
Practice Better allows you to create Zaps based on the following triggers:
- A new client record is added to the system
Either added by you, the practitioner, or confirmed via auto-confirm client automation. This trigger will not be fired if the client record was added from a Zap.
- A new booking is created
Either you create a booking on behalf of a client, or (auto) confirm a session request from a client.
- A booking is updated
You update the date/time or details for an upcoming booking.
- A booking is canceled
You cancel an upcoming booking with a client.
- A new package is created
Either you create a package on behalf of a client, or (auto) confirm a package request from a client.
- A client is enrolled in a program
Either you add a client to a program or a client enrolls from your Bookings Page.
Common Zapier Integration Workflows
A common Zapier integration workflow would be to create a Zap to automatically add your clients to a mailing list created in your marketing platform when a new booking is confirmed. For example, this could allow you to add new clients to your newsletter list or even automatically direct clients through a more complex marketing process, depending on what service they booked.
Another commonly used Zap is to automatically add a client to a specific email list/sequence once a client has enrolled in one of your programs. This Zap could be to add them to your mailing list to offer additional support during the duration of the program or upsell them on complimentary services at the end of the program.
Whether your goal is to save time, strengthen your marketing strategies, or build a better relationship with your clients, our Zapier integration can help.
To learn more about our Zapier integration, click here!
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