Salesforce
Aesthetix CRM

Salesforce + Aesthetix CRM Integration

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Salesforce + Aesthetix CRM Integration

Create Aesthetix CRM contact for new Salesforce record

Automatically creating Aesthetix CRM contact records for new Salesforce record entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
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Salesforce + Aesthetix CRM Integration

Create Aesthetix CRM task for new Salesforce contact

In Salesforce, when you create a contact, it automatically creates a task in Aesthetix CRM for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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