Aesthetix CRM + Eko Integration

Integrate Aesthetix CRM to Eko in one click, or tell Integrately AI how you want each order handled. Track customer details, update your CRM records, sync contact tags, and alert your staff automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
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
  • Eko
    Contact is created or updated in Eko Instant
  • Eko
    Form response is created in Eko Instant
  • Eko
    Order is created in Eko Instant
  • Eko
    Order is updated in Eko Instant
  • Eko
    Booking is created in Eko Instant
  • Eko
    Product is created in Eko Instant
  • Eko
    Product is updated in Eko Instant
Arrow Right
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
  • Eko
    Create member in Eko
  • Eko
    Update member in Eko
  • Eko
    Delete member in Eko
  • Eko
    Delete contact in Eko
  • Eko
    Search contact in Eko
  • Eko
    Update contact in Eko
  • Eko
    Create contact in Eko
  • Eko
    Create product in Eko
  • Eko
    Update product in Eko
  • Eko
    Search product in Eko
  • Eko
    Create member group in Eko
  • Eko
    Update member group in Eko
  • Eko
    Delete member group in Eko

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Aesthetix CRM + Eko Integration

Capture new orders, sync customer details, update contact records, alert your team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Eko + Aesthetix CRM Integration

Create Aesthetix CRM opportunity for new Eko event

In your business, you may need to track when someone is invited to an event. You can do this by creating a opportunity in Aesthetix CRM.

But manually creating a opportunity can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in Eko, it will trigger a corresponding opportunity creation in Aesthetix CRM.

This makes it easy to keep track of all the interactions that person has with your company. By using opportunity, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
See more
Eko + Aesthetix CRM Integration

Create Aesthetix CRM task for new Eko event

Creating task in Aesthetix CRM is a great way to keep track of task that need to be completed when an event is created in your Eko account.

With the help of this integration, when an event is created, a task will be automatically created in Aesthetix CRM and will include the details of the event (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
See more
Eko + Aesthetix CRM Integration

Create Aesthetix CRM contact for new Eko contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Aesthetix CRM contact and Eko contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
See more
Eko + Aesthetix CRM Integration

Create Aesthetix CRM opportunity for new Eko contact

This automation makes it easy to create new opportunitys in Aesthetix CRM when a new contact is created in Eko. Just connect your accounts, and every time a new contact is created in Eko, a new opportunity will automatically be created in Aesthetix CRM.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
See more
Eko + Aesthetix CRM Integration

Create Aesthetix CRM contact from new Eko order

As an online store owner, you're likely using Eko to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Eko with Aesthetix CRM? This integration will allow you to automatically create a contact for each new order in Aesthetix CRM.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
See more
Eko + Aesthetix CRM Integration

Create Aesthetix CRM task for new Eko response

It's important to stay on top of your customer relationships, and one way to do that is to create Aesthetix CRM tasks for new Eko responses received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Aesthetix CRM task for new Eko response received today - your customers will thank you for it!
See more
Eko + Aesthetix CRM Integration

Create Aesthetix CRM opportunity for new Eko response

Integrating your Aesthetix CRM with your Eko, can help you automatically create new opportunitys based on responses recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This Eko - Aesthetix CRM integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
See more
  • 1of4
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Aesthetix CRM + Eko flow

Send order data to inventory systems, notify communication channels, and log customer events across your entire business stack. Pick a combination and activate it in one click.

Aesthetix CRM
Eko
+
ShopifyShopify (5)
+
MailchimpMailchimp (4)
+
StripeStripe (4)
+
Google CalendarGoogle Calendar (4)
+
TwilioTwilio (4)
+
SlackSlack (4)
S
A
E
Create an Aesthetix CRM contact for every new Shopify customer, and update your Eko member profile
New Shopify customers appear in Aesthetix CRM and Eko instantly so your clinic records stay synchronized.
S
A
E
Record every Shopify order in Aesthetix CRM, and create a corresponding order in Eko
Every Shopify purchase creates a contact in Aesthetix CRM and updates Eko products.
S
A
E
When a Shopify product is updated, search the contact in Aesthetix CRM and update Eko
Product updates in Shopify automatically adjust Eko catalog items and log notes in Aesthetix CRM.
S
A
E
If a Shopify order includes consultation items, create an Aesthetix CRM task and update Eko
Targeted Shopify orders automatically generate follow-up tasks in Aesthetix CRM and update Eko member groups.
S
A
E
When a Shopify refund is processed, update the contact in Aesthetix CRM and delete Eko membership
Refund events in Shopify automatically update Aesthetix CRM records and manage Eko membership status.

Supported triggers and actions for Aesthetix CRM and Eko

Mix and match to build the exact automation you need

Aesthetix CRM
Aesthetix CRM Triggers & Actions
Instant
Task is added in Aesthetix CRM
Triggers the automation when a new task is added
Try it →
Instant
Birthday reminder is sent in Aesthetix CRM
Triggers the automation when a birthday reminder notification is sent
Try it →
Instant
Custom date reminder is received in Aesthetix CRM
Triggers the automation when a custom date reminder is received
Try it →
Instant
Pipeline stage is changed in Aesthetix CRM
Triggers the automation when a pipeline stage is changed
Try it →
Instant
Call status is changed in Aesthetix CRM
Triggers the automation when call details are modified
Try it →
Instant
Customer booked an appointment in Aesthetix CRM
Triggers the automation when a customer books an appointment
Try it →
Instant
Customer replies in Aesthetix CRM
Triggers the automation when a customer replies to a message
Try it →
Instant
Opportunity is staled in Aesthetix CRM
Triggers the automation when any opportunity becomes inactive
Try it →
Instant
Task reminder is received in Aesthetix CRM
Triggers the automation when a task reminder is received
Try it →
Instant
Trigger link is clicked in Aesthetix CRM
Triggers the automation when a link is clicked
Try it →
Instant
Opportunity status is changed in Aesthetix CRM
Triggers the automation when the status of any opportunity changes
Try it →
Instant
Note is added in Aesthetix CRM
Triggers the automation when a new note is created
Try it →
Instant
Order form is submitted in Aesthetix CRM
Triggers the automation when a new order is received
Try it →
Instant
Form is submitted in Aesthetix CRM
Triggers the automation when a form is filled
Try it →
Instant
Survey is submitted in Aesthetix CRM
Triggers the automation when a survey response is submitted
Try it →
Instant
Contact tag is changed in Aesthetix CRM
Triggers the automation when a contact tag is updated
Try it →
Instant
Appointment is created in Aesthetix CRM
Triggers the automation when a new appointment is created
Try it →
Instant
Email event occurs in Aesthetix CRM
Triggers the automation when any email event occurs
Try it →
Create contact in Aesthetix CRM
Adds a new contact to the database
Try it →
Search contact in Aesthetix CRM
Finds and retrieves contact information
Try it →
Update contact in Aesthetix CRM
Updates contact information with new details
Try it →
Add lead to campaign in Aesthetix CRM
Adds a new lead to a marketing campaign for targeted outreach
Try it →
Stop all campaigns for lead in Aesthetix CRM
Stop all active campaigns targeting lead generation
Try it →
Create account in Aesthetix CRM
Generates a new account
Try it →
Create user in Aesthetix CRM
Generates a new user account
Try it →
Create opportunity in Aesthetix CRM
Creates a new instance of the support system
Try it →
Update opportunity in Aesthetix CRM
Updates the opportunity details as needed
Try it →
Search opportunity in Aesthetix CRM
Searches for a opportunity
Try it →
Create task in Aesthetix CRM
Creates a new task
Try it →
Create note in Aesthetix CRM
Creates a new note in the particular format
Try it →
Eko
Eko Triggers & Actions
Instant
Contact is created or updated in Eko
Triggers the automation when a contact is created or updated
Try it →
Instant
Form response is created in Eko
Triggers the automation when a form is filled
Try it →
Instant
Order is created in Eko
Triggers the automation when a new order is created
Try it →
Instant
Order is updated in Eko
Triggers the automation when any order is updated
Try it →
Instant
Booking is created in Eko
Triggers the automation when a new booking is created
Try it →
Instant
Product is created in Eko
Triggers the automation when a new product is created
Try it →
Instant
Product is updated in Eko
Triggers the automation when a product is updated
Try it →
Create member in Eko
Adds a new member to the system
Try it →
Update member in Eko
Updates a member's information
Try it →
Delete member in Eko
Removes a member from the system
Try it →
Delete contact in Eko
Removes a contact from the address book
Try it →
Search contact in Eko
Finds and retrieves contact information
Try it →
Update contact in Eko
Updates contact information with new details
Try it →
Create contact in Eko
Adds a new contact to the database
Try it →
Create product in Eko
Generates and launch new products
Try it →
Update product in Eko
Updates product information
Try it →
Search product in Eko
Searches for a product
Try it →
Create member group in Eko
Creates a new group of members
Try it →
Update member group in Eko
Updates the particular member group
Try it →
Delete member group in Eko
Deletes a member group
Try it →

What can you automate with Aesthetix CRM + Eko?

Connect your custom pages, funnels, and ecommerce storefront directly with your medical spa CRM and marketing automation platform.

What you can automate?
🔄
Sync Eko orders and bookings straight into Aesthetix CRM contacts
Every time a customer completes a form or booking in Eko, a corresponding contact is generated instantly in Aesthetix CRM. Keep your patient database completely up to date without lifting a finger.
📝
Capture every submitted custom field from your landing pages
Map all detailed answers from Eko form responses into specific Aesthetix CRM fields instead of just names and emails. Your patient profiles become comprehensive records for better clinical care.
🔔
Alert your clinic staff the moment a patient inquiry arrives
Trigger instant notifications in your team communication channels whenever a new booking or order is submitted in Eko. Ensure patient care coordinators respond within minutes.
🔀
Route leads based on specific product or service selections
Apply conditional rules so that high-value surgical inquiries create priority opportunities in Aesthetix CRM while general skincare inquiries join standard nurture campaigns.
📊
Keep CRM pipelines updated as funnel activities change
Whenever an Eko order or product is updated, reflect those status changes in your Aesthetix CRM pipeline stages automatically. Maintain absolute clarity across your sales funnel.
🔍
Search and update existing records to prevent duplicates
Instead of creating redundant entries, check whether a contact already exists in Aesthetix CRM before updating their profile with new Eko form responses or order data.
💳
Manage later status changes like payments and cancellations
When an Eko order status updates to refunded or cancelled, automatically trigger follow-up tasks or update opportunity stages in Aesthetix CRM to keep financial tracking accurate.
💬
Extend your core workflow to team messaging apps like Slack
Start with your Eko and Aesthetix CRM integration and instantly broadcast order milestones or appointment bookings to designated Slack channels for immediate team awareness.
And much more...

Who is Aesthetix CRM + Eko integration for?

Medical spa managers, aesthetic clinic owners, and practice administrators streamline patient onboarding, lead generation, and appointment tracking effortlessly.

Clinic directors and practice managers
Clinic directors and practice managers
Patient care coordinators
Patient care coordinators
Practice owners and medical partners
Practice owners and medical partners
Front desk receptionists
Front desk receptionists
Marketing and outreach leads
Marketing and outreach leads
Compliance and administrative officers
Compliance and administrative officers
📈
Clinic directors and practice managers
You're tracking patient lead generation and consultation bookings across your med spa, but your reporting dashboards only update when someone manually exports data, so the conversion numbers you review are always outdated — with this integration, every new Eko form response updates your Aesthetix CRM records instantly and your analytics stay current.
Patient care coordinators
You need to act fast when new cosmetic surgery inquiries arrive, but leads sit unseen until staff check the inbox, so prospective patients wait too long for a follow-up — automating both apps means every Eko order or booking triggers an immediate Aesthetix CRM contact creation so your team reaches out right away.
🤝
Practice owners and medical partners
You answer to clinic stakeholders who want to see daily patient intake progress, but piecing together Eko funnels and Aesthetix CRM pipelines takes hours of manual compilation — integrating these apps means every form response and booking flows straight into unified customer profiles for instant reporting.
📋
Front desk receptionists
You handle high volumes of patient form responses and aesthetic consultation requests daily, but manual data entry leads to missed follow-ups and duplicated records — this integration means every Eko submission creates or updates contacts in Aesthetix CRM automatically without manual work.
🎯
Marketing and outreach leads
You own the patient nurturing campaign once a lead expresses interest, but upstream details from Eko landing pages fail to reach your Aesthetix CRM pipeline on time — connecting these apps means lead handovers happen instantly and your marketing campaigns trigger without delay.
🔒
Compliance and administrative officers
You need a complete, reliable history of every patient interaction and order, but manual tracking leaves gaps between your Eko storefront and Aesthetix CRM records — with this integration, every customer touchpoint is logged accurately in one place.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Aesthetix CRM + Eko

Build and manage your Aesthetix CRM + Eko automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Aesthetix CRM + Eko with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Aesthetix CRM to Eko?
Frequently Asked Questions
You can connect Aesthetix CRM to Eko instantly using 1-click ready workflows or Integrately AI. Link your accounts and sync data across tools like Shopify, Slack, and Stripe.
Can I automatically sync Eko orders to Aesthetix CRM contacts?
Frequently Asked Questions
Can I connect Aesthetix CRM, Eko, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Aesthetix CRM and Eko?
Frequently Asked Questions
How does Aesthetix CRM handle contact creation during orders?
Frequently Asked Questions
Can Eko trigger updates when form responses are submitted?
Frequently Asked Questions
Do I need coding skills to automate Aesthetix CRM and Eko?
Frequently Asked Questions
Is the Aesthetix CRM and Eko integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Aesthetix CRM or Eko With 1500+ Other Apps

Aesthetix CRM
Popular Aesthetix CRM Integrations
Connect Aesthetix CRM to CRMs, marketing platforms, and analytics tools to manage patient relationships and campaigns.
Eko
Popular Eko Integrations
Sync Eko with payment gateways, email marketing, and reporting tools to keep your storefront and funnels running.
See All
Eko Integrations arrow right
No popular apps found