Aesthetix CRM + awork Integration

Connect Aesthetix CRM to awork in 1 click

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Aesthetix CRM + awork Integration

Create awork task for new Aesthetix CRM task

Aesthetix CRM provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Aesthetix CRM. awork is a great tool for this.

All you need to do is - integrate awork with Aesthetix CRM to create task in awork automatically when certain task occur in Aesthetix CRM. This can save you time by not having to manually create tasks in both systems.
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awork + Aesthetix CRM Integration

Create Aesthetix CRM contact for new awork client

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 awork - Aesthetix CRM integration, anytime a new awork client 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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awork + Aesthetix CRM Integration

Create Aesthetix CRM opportunity from new awork client

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

This awork - 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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awork + Aesthetix CRM Integration

Create Aesthetix CRM task for new awork task

Have you ever wished that you could sync your awork task with your Aesthetix CRM task? Well, now there's a way to do just that!

With this handy integration, every time you create a task in awork, a matching task will be created in Aesthetix CRM. This is a great way to keep your work organized and ensure that no important tasks fall through the cracks.

So if you're ready to get started, just click on activate and connect your awork and Aesthetix CRM accounts.
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awork + Aesthetix CRM Integration

Create Aesthetix CRM task for new awork client

In awork, when you create a client, it automatically creates a task in Aesthetix CRM for that client. 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 client on their client 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 + awork 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
  • awork
    Client is added in awork Instant
  • awork
    Project task is added in awork Instant
  • awork
    Task status is changed in awork Instant
  • awork
    Project is added in awork Instant
  • awork
    Project member is added in awork Instant
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
  • awork
    Create task in awork
  • awork
    Add Contact Information in awork
  • awork
    Create company in awork
  • awork
    Create Project in awork
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