When someone completes your HappyForms, 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 HappyForms is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a HappyForms - Aesthetix CRM integration set up makes it easy to manage your customer relationships and grow your business.
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 HappyForms 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 HappyForms form submission received today - your customers will thank you for it!
Integrating your Aesthetix CRM with your HappyForms, 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 HappyForms - 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.
You Can Also Connect Aesthetix CRM or HappyForms With 1400+ Other Apps
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.
HappyForms is the ultimate form builder for WordPress that makes it easy to design, build and embed beautiful forms. No coding required. Use our flexible drag-and-drop editor to create any type of form with a variety of fields.