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Clero
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Clero × ActiveCampaign

Integrate ActiveCampaign with Clero

Your marketing CRM for contacts, lists, and automations. Clero connects to ActiveCampaign so AI can call every lead on the list, qualify interest, and book into Dentally, Pearl, Semble, Software of Excellence, Aerona, CareStack, iSmile and more.

ActiveCampaign

ActiveCampaign holds the leads. Clero works them into the diary.

ActiveCampaign is where many clinics store marketing and sales leads from ads, forms, and campaigns, with lists, tags, and automations that keep nurture flowing. When those contacts sit uncalled, paid interest decays. Clero connects to ActiveCampaign so every lead can be dialled with CRM context, not from a cold export.

AI calls the people on your lists, qualifies them on the phone, and books confirmed appointments into the patient management system you already run. Leads stay organised in ActiveCampaign; the clinical diary stays accurate in Dentally, Pearl, Semble, Software of Excellence, Aerona, CareStack, iSmile, or your other connected PMS.

Capabilities with ActiveCampaign

Lead and list management in ActiveCampaign, outbound AI calling, qualification on the call, and write-back into your dental PMS.

  • 01

    Manage marketing leads in ActiveCampaign

    Keep contacts, lists, tags, and campaign enquiries organised in the CRM your marketing automations already run on.

  • 02

    Qualify leads on the call

    Clero asks the right questions, captures intent, and separates bookable patients from tire-kickers before a diary slot is offered.

  • 03

    AI calls the whole list

    When reception cannot dial hundreds of CRM leads, Clero works ActiveCampaign contacts continuously, including new form and ad leads.

  • 04

    Speed to lead from the CRM

    As soon as a lead hits ActiveCampaign from a form or campaign, AI can call while interest is still warm.

  • 05

    Book into your PMS

    Confirmed appointments write into Dentally, Pearl, Semble, Software of Excellence, Aerona, CareStack, iSmile, and other connected systems, not only a CRM note.

  • 06

    Tags and automation-friendly outcomes

    Call outcomes can update tags and statuses in ActiveCampaign so your automations keep reflecting what actually happened on the phone.

  • 07

    Less switching between tools

    Marketing stays in ActiveCampaign; clinical booking stays in the PMS. Clero bridges both so the team is not re-typing from call notes.

  • 08

    Always-on follow-up

    Outstanding CRM lists keep clearing week after week as new campaign leads arrive, not as a one-off weekend dial session.

How it works

From a CRM lead to a qualified call and a booking in your PMS.

  1. Lead lands in ActiveCampaign

    A form fill, ad enquiry, or campaign contact is stored as a contact or lead in your lists and automations.

  2. AI calls and qualifies

    Clero dials from the list, qualifies interest, and captures what the patient needs.

  3. Booked into the PMS

    Confirmed appointments write into Dentally, Pearl, Semble, SOE, Aerona, CareStack, iSmile, or your connected system, and the CRM list stays clean.

Ready to clear ActiveCampaign leads faster?

See outbound calling and PMS booking on a live walkthrough with Clero.

Common questions

Still deciding? Ask anything about Clero and ActiveCampaign.

It connects Clero to ActiveCampaign so marketing and sales leads in your CRM can be called by AI, qualified on the phone, and booked into your patient management system.