Cloud9Ortho is listed as a published, supported Birdeye native integration for Dental. Use this guide to understand the modules, trigger information, country availability, and setup considerations before launching review automation or customer communication workflows.
Implementation help
Want help setting up
ConvertLocal helps businesses launch Birdeye integrations, review automation, texting, webchat, and customer communication workflows without leaving the setup half-finished.
What the Cloud9Ortho integration helps automate
The main value of connecting Cloud9Ortho with Birdeye is consistency. Instead of relying on staff to manually remember review, survey, referral, or message follow-up, a supported native integration can help trigger customer communication from the business system your team already uses.
For Dental, front desks can reduce manual review follow-up after supported appointment milestones while keeping patient communication policies in mind. The exact workflow depends on your Birdeye package, your Cloud9Ortho setup, and the modules listed for this integration.
Trigger supported
Appointment Scheduling
Appointment Reminders
Appointment Recalls
Cloud 9 Dismissed Appointments Trigger
Cloud9 Appointment Upsert Trigger Service
Appointment Writeback
Contact Sync Trigger
Common use cases
Automated review requests
Use supported customer milestones to request Google reviews by SMS or email where available.
Customer feedback and surveys
Capture feedback privately before small issues turn into public reputation problems.
Centralized communication
When messaging or webchat modules are included, keep customer conversations easier for the team to manage.
Setup checklist
| 1 | Confirm your Cloud9Ortho account, locations, and customer data fields are ready for Birdeye. |
|---|---|
| 2 | Map the supported trigger to the customer moment you want to use for review, survey, referral, or message follow-up. |
| 3 | Confirm opt-in, timing, location routing, and staff notification rules. |
| 4 | Test the workflow with a small set of customers before turning it on broadly. |
| 5 | Monitor requests, reviews, responses, replies, and inbox handoff during the first few weeks. |
Implementation help
Want help setting up
ConvertLocal helps businesses launch Birdeye integrations, review automation, texting, webchat, and customer communication workflows without leaving the setup half-finished.
Cloud9Ortho Birdeye integration FAQs
Does Birdeye have a native integration with
Yes. The integration source file marks Cloud9Ortho as a published, supported BirdEye – Native Integration and does not mark it as a VA Team integration.
What modules are supported?
Reviews, Referrals, Surveys, Appointments Beta – No New Sale/Upsell
What industry is this best for?
Dental.
Can ConvertLocal help set this up?
Yes. ConvertLocal can help plan the workflow, coordinate setup, test triggers, and optimize review, texting, webchat, survey, and communication workflows after launch.
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