Aesthetix CRM + Folioze Integration

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Popular Aesthetix CRM + Folioze Workflows

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Folioze + Aesthetix CRM Integration

Create Aesthetix CRM contact for new Folioze form submission

When someone completes your Folioze, a new contact is automatically created in your Aesthetix CRM. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Folioze is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Folioze - Aesthetix CRM integration set up makes it easy to manage your customer relationships and grow your business.
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Folioze + Aesthetix CRM Integration

Create Aesthetix CRM contact from new Folioze order

As an online store owner, you're likely using Folioze 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 Folioze 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.
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Folioze + Aesthetix CRM Integration

Create Aesthetix CRM task for new Folioze form submission

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 Folioze form submissions 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 Folioze form submission received today - your customers will thank you for it!
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Folioze + Aesthetix CRM Integration

Create Aesthetix CRM opportunity for new Folioze form submission

Integrating your Aesthetix CRM with your Folioze, can help you automatically create new opportunitys based on form submissions 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 Folioze - 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.
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Folioze + Aesthetix CRM Integration

Create Aesthetix CRM task for new Folioze contact

Aesthetix CRM and Folioze are two powerful cloud-based tools that can be used to improve business productivity. Using this Aesthetix CRM - Folioze integration, you can automatically create task in Aesthetix CRM whenever a new contact is created in Folioze.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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Folioze + Aesthetix CRM Integration

Create Aesthetix CRM task for new Folioze 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 Folioze 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!
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Folioze + Aesthetix CRM Integration

Create Aesthetix CRM opportunity for new Folioze 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 Folioze, 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.
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Aesthetix CRM + Folioze 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
  • Folioze
    Product is created in Folioze Instant
  • Folioze
    Product is updated in Folioze Instant
  • Folioze
    Form response is created in Folioze Instant
  • Folioze
    Order is created in Folioze Instant
  • Folioze
    Order is updated in Folioze Instant
  • Folioze
    Contact is created or updated in Folioze Instant
  • Folioze
    Booking is created in Folioze 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
  • Folioze
    Delete contact in Folioze
  • Folioze
    Search contact in Folioze
  • Folioze
    Update contact in Folioze
  • Folioze
    Create contact in Folioze
  • Folioze
    Create product in Folioze
  • Folioze
    Update product in Folioze
  • Folioze
    Search product in Folioze
  • Folioze
    Create member in Folioze
  • Folioze
    Delete member in Folioze
  • Folioze
    Create member group in Folioze
  • Folioze
    Update member group in Folioze
  • Folioze
    Delete member group in Folioze
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