Ready workflows for Better Proposals + Aesthetix CRM Integration
Just click on the workflow you want to automate
Create Aesthetix CRM contact for new Better Proposals proposal
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.
Create Aesthetix CRM task for new Better Proposals proposal
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!
Create Aesthetix CRM opportunity for new Better Proposals proposal
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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Create Your Own Better Proposals & Aesthetix CRM Integration Without Any Code
Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Better Proposals & Aesthetix CRM
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Integrate Better Proposals & Aesthetix CRM In 1 Click
And Save Time & Money Both
Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Better Proposals & Aesthetix CRM with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.
Want to automate something else in your workflow?
You Can Also Connect Better Proposals or Aesthetix CRM With 1100+ Other Apps
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!
See Better Proposals IntegrationsAesthetix 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.
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