Grist + Aesthetix CRM Integration

Connect Grist to Aesthetix CRM - Automate your workflows in 1-click

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Ready workflows for Grist + Aesthetix CRM Integration

Just click on the workflow you want to automate

Create Aesthetix CRM contact for new Grist record

Automatically creating Aesthetix CRM contact records for new Grist record entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!

Activate

When Record is created in Grist > Create contact in Aesthetix CRM > Create opportunity in Aesthetix CRM

Grist + Aesthetix CRM Integration

Activate

When Record is created in Grist > Check any condition > Create contact in Aesthetix CRM

Grist + Aesthetix CRM Integration

Activate

When Record is created in Grist > Search contact in Aesthetix CRM > Check any condition > (If found) > Create opportunity in Aesthetix CRM > (Else) > Create contact in Aesthetix CRM > Create opportunity in Aesthetix CRM

Grist + Aesthetix CRM Integration

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Create Your Own Grist & Aesthetix CRM Integration Without Any Code

Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Grist & Aesthetix CRM

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Record is created in Grist
Record is updated in Grist
Task is added in Aesthetix CRM Instant
Birthday reminder is sent in Aesthetix CRM Instant
Custom date reminder is received in Aesthetix CRM Instant
Pipeline stage is changed in Aesthetix CRM Instant
Call status is changed in Aesthetix CRM Instant
Customer booked an appointment in Aesthetix CRM Instant
Customer replies in Aesthetix CRM Instant
Opportunity is staled in Aesthetix CRM Instant
Task reminder is received in Aesthetix CRM Instant
Trigger link is clicked in Aesthetix CRM Instant
Opportunity status is changed in Aesthetix CRM Instant
Note is added in Aesthetix CRM Instant
Order form is submitted in Aesthetix CRM Instant
Form is submitted in Aesthetix CRM Instant
Survey is submitted in Aesthetix CRM Instant
Contact tag is changed in Aesthetix CRM Instant
Appointment is created in Aesthetix CRM Instant
Email event occurs in Aesthetix CRM Instant

Create record in Grist
Update record in Grist
Search record in Grist
Create contact in Aesthetix CRM
Search contact in Aesthetix CRM
Update contact in Aesthetix CRM
Add lead to campaign in Aesthetix CRM
Stop all campaigns for lead in Aesthetix CRM
Create account in Aesthetix CRM
Create user in Aesthetix CRM
Create opportunity in Aesthetix CRM
Update opportunity in Aesthetix CRM
Search opportunity in Aesthetix CRM
Create task in Aesthetix CRM
Create note in Aesthetix CRM

3x-10x Less Expensive Than Zapier

Zapier

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750 Tasks

in $19.⁹⁹

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2,000 Tasks

in $19.⁹⁹

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Integrate Grist & 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 Grist & 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 Grist or Aesthetix CRM With 1100+ Other Apps

Grist is a fully featured data management and reporting platform. From basic storage and querying to advanced charting and dashboards - all in one place.

See Grist Integrations

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.

See Aesthetix CRM Integrations