Aesthetix CRM + Better Proposals Integration

Connect Aesthetix CRM to Better Proposals in 1 click

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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
  • Better Proposals
    Proposal is signed in Better Proposals
  • Better Proposals
    Proposal is created in Better Proposals
  • Better Proposals
    Proposal is sent in Better Proposals
  • Better Proposals
    Proposal is opened in Better Proposals
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2.

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Ready Workflows Ready Workflows   for Aesthetix CRM + Better Proposals Integration

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Most popular automationsmost-popular-automations
Better Proposals + Aesthetix CRM Integration

Create Aesthetix CRM contact for new Better Proposals proposal

If your business uses Better Proposals to create proposal, you'll want to make sure that your Aesthetix CRM account is up-to-date with the latest contact information. This will ensure that you can track and measure each proposal's success rate and ultimately close more sales.

But what if you could automatically create a contact in Aesthetix CRM each time you created a proposal? With this integration, you can! When you create a new proposal in Better Proposals, Integrately will automatically create a new contact in Aesthetix CRM.
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Better Proposals + Aesthetix CRM Integration

Create Aesthetix CRM opportunity for new Better Proposals proposal

With this integration, whenever a proposal is created in Better Proposals, it can be automatically create an opportunity in Aesthetix CRM. This saves time and ensures that your proposal and opportunity are always in sync.

Having your proposal and opportunity data in the same system makes it easy to track the progress of your sales pipeline and make decisions about where to focus your efforts. With seamless integration between Better Proposals and Aesthetix CRM, you'll be able to work smarter, not harder.
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Better Proposals + Aesthetix CRM Integration

Create Aesthetix CRM task for new Better Proposals proposal

With this Aesthetix CRM and Better Proposals integration, it is easier than ever to create proposal. Now, when you create a proposal in Better Proposals, a corresponding task will be created in Aesthetix CRM.

This makes it easy for you to keep track of your proposal and ensure that all necessary follow-ups are made. Plus, it's a great way to keep your sales process organized and streamlined. Give it a try today!
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Automations

Top 10 Most Popular Aesthetix CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Google Sheets logo
Aesthetix CRM logo
Create Aesthetix CRM contact for new Google Sheets row
Activate
Aesthetix CRM logo
Google Calendar logo
Create Google Calendar event for new Aesthetix CRM task
Activate
Aesthetix CRM logo
ClickSend SMS logo
Send ClickSend SMS message for new Aesthetix CRM task
Aesthetix CRM logo
Twilio logo
Send Twilio sms for new Aesthetix CRM task
Aesthetix CRM logo
SendGrid logo
Send SendGrid email for new Aesthetix CRM task
Google Sheets logo
Aesthetix CRM logo
Create Aesthetix CRM contact for new Google Sheets row
Activate
Aesthetix CRM logo
Google Calendar logo
Create Google Calendar event for new Aesthetix CRM task
Activate
Aesthetix CRM logo
ClickSend SMS logo
Send ClickSend SMS message for new Aesthetix CRM task
Aesthetix CRM logo
Twilio logo
Send Twilio sms for new Aesthetix CRM task
Aesthetix CRM logo
SendGrid logo
Send SendGrid email for new Aesthetix CRM task
Aesthetix CRM logo
Nudgify logo
Send Nudgify notification for new Aesthetix CRM task
Aesthetix CRM logo
WaTrend logo
Send WaTrend message for new Aesthetix CRM task
Aesthetix CRM logo
Vybit Notifications logo
Send Vybit Notifications vybit for new Aesthetix CRM task
PostgreSQL logo
Aesthetix CRM logo
Create Aesthetix CRM contact for new PostgreSQL row
SeaTable logo
Aesthetix CRM logo
Create Aesthetix CRM contact for new SeaTable row
Aesthetix CRM logo
Nudgify logo
Send Nudgify notification for new Aesthetix CRM task
Aesthetix CRM logo
WaTrend logo
Send WaTrend message for new Aesthetix CRM task
Aesthetix CRM logo
Vybit Notifications logo
Send Vybit Notifications vybit for new Aesthetix CRM task
PostgreSQL logo
Aesthetix CRM logo
Create Aesthetix CRM contact for new PostgreSQL row
SeaTable logo
Aesthetix CRM logo
Create Aesthetix CRM contact for new SeaTable row

Top 10 Most Popular Better Proposals Automations from
Integrately Community

Most popularmost-popular-automations
01
Better Proposals logo
Google Sheets logo
Create Google Sheets row for new Better Proposals proposal
02
Better Proposals logo
PerfexCRM logo
Create PerfexCRM contact for new Better Proposals proposal
03
CompanyHub logo
Better Proposals logo
Create Better Proposals proposal for new CompanyHub deal
04
Better Proposals logo
Bitrix24 logo
Create Bitrix24 contact for new Better Proposals proposal
05
Salesflare logo
Better Proposals logo
Create Better Proposals proposal for new Salesflare opportunity
cloud
Better Proposals
app integration
06
Better Proposals logo
Xero logo
Create Xero sales invoice from new Better Proposals proposal
07
Pipedrive logo
Better Proposals logo
Create Better Proposals proposal for new Pipedrive deal
08
Better Proposals logo
CompanyHub logo
Create CompanyHub contact for new Better Proposals proposal
09
Better Proposals logo
CompanyHub logo
Create CompanyHub record for new Better Proposals proposal
10
Better Proposals logo
CompanyHub logo
Create CompanyHub deal for new Better Proposals proposal
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How Integrately Works?

1
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2
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Aesthetix CRM
Aesthetix CRM
Aesthetix is an all-in-one CRM & Marketing Automation Platform for plastic surgery and medical spa that helps manage activities like patient relationships management, lead generation, appointment scheduling, inventory, and staff attendance tracking.
Better Proposals
Better Proposals
Better Proposals lets you create professional proposals in minutes. Create, edit and send a new proposal in 3 easy steps. All the basic information you need to include is already there!