Aesthetix CRM + Apollo Integration

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Apollo + Aesthetix CRM Integration

Create Aesthetix CRM contact for new Apollo contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Apollo - Aesthetix CRM integration, anytime a new Apollo contact is created, an Aesthetix CRM contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Apollo + Aesthetix CRM Integration

Create Aesthetix CRM opportunity from new Apollo contact

Anytime a new contact is created in your Apollo, a new opportunity will automatically be created in your Aesthetix CRM. This ensures that all of your opportunity are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This Apollo - Aesthetix CRM integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Apollo + Aesthetix CRM Integration

Create Aesthetix CRM task for new Apollo contact

In Apollo, 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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Aesthetix CRM + Apollo Integration
1.
  • Aesthetix CRM
    Task is added in Aesthetix CRM Instant
  • Aesthetix CRM
    Birthday reminder is sent in Aesthetix CRM Instant
  • Aesthetix CRM
    Custom date reminder is received in Aesthetix CRM Instant
  • Aesthetix CRM
    Pipeline stage is changed in Aesthetix CRM Instant
  • Aesthetix CRM
    Call status is changed in Aesthetix CRM Instant
  • Aesthetix CRM
    Customer booked an appointment in Aesthetix CRM Instant
  • Aesthetix CRM
    Customer replies in Aesthetix CRM Instant
  • Aesthetix CRM
    Opportunity is staled in Aesthetix CRM Instant
  • Aesthetix CRM
    Task reminder is received in Aesthetix CRM Instant
  • Aesthetix CRM
    Trigger link is clicked in Aesthetix CRM Instant
  • Aesthetix CRM
    Opportunity status is changed in Aesthetix CRM Instant
  • Aesthetix CRM
    Note is added in Aesthetix CRM Instant
  • Aesthetix CRM
    Order form is submitted in Aesthetix CRM Instant
  • Aesthetix CRM
    Form is submitted in Aesthetix CRM Instant
  • Aesthetix CRM
    Survey is submitted in Aesthetix CRM Instant
  • Aesthetix CRM
    Contact tag is changed in Aesthetix CRM Instant
  • Aesthetix CRM
    Appointment is created in Aesthetix CRM Instant
  • Aesthetix CRM
    Email event occurs in Aesthetix CRM Instant
  • Apollo
    Account is created in Apollo Instant
  • Apollo
    Contact is updated in Apollo Instant
  • Apollo
    Contact is created in Apollo Instant
  • Apollo
    Contact is updated in Apollo
  • Apollo
    Account is updated in Apollo Instant
  • Apollo
    Contact is created in Apollo
  • Apollo
    Account is created or updated in Apollo
2.
  • Aesthetix CRM
    Create contact in Aesthetix CRM
  • Aesthetix CRM
    Search contact in Aesthetix CRM
  • Aesthetix CRM
    Update contact in Aesthetix CRM
  • Aesthetix CRM
    Add lead to campaign in Aesthetix CRM
  • Aesthetix CRM
    Stop all campaigns for lead in Aesthetix CRM
  • Aesthetix CRM
    Create account in Aesthetix CRM
  • Aesthetix CRM
    Create user in Aesthetix CRM
  • Aesthetix CRM
    Create opportunity in Aesthetix CRM
  • Aesthetix CRM
    Update opportunity in Aesthetix CRM
  • Aesthetix CRM
    Search opportunity in Aesthetix CRM
  • Aesthetix CRM
    Create task in Aesthetix CRM
  • Aesthetix CRM
    Create note in Aesthetix CRM
  • Apollo
    Get contact by ID in Apollo
  • Apollo
    Bulk people enrichment in Apollo
  • Apollo
    Create opportunity in Apollo
  • Apollo
    Update opportunity in Apollo
  • Apollo
    Add contacts to sequence in Apollo
  • Apollo
    Search contact in Apollo
  • Apollo
    Create contact in Apollo
  • Apollo
    Remove contacts from sequence in Apollo
  • Apollo
    Update contact in Apollo
  • Apollo
    Update contact stage in Apollo
  • Apollo
    Search account in Apollo
  • Apollo
    Update account stage in Apollo
  • Apollo
    Enrich organization in Apollo
  • Apollo
    Create account in Apollo
  • Apollo
    Update account in Apollo
  • Apollo
    Enrich people using domain in Apollo
  • Apollo
    Get list by ID in Apollo
  • Apollo
    Search sequence in Apollo
  • Apollo
    Enrich people in Apollo
  • Apollo
    Update contact ownership in Apollo
  • Apollo
    Update account ownership in Apollo
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