Aesthetix CRM + Jellyreach Integration

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Aesthetix CRM + Jellyreach Integration
1.
  • Aesthetix CRM
    Task is added in Aesthetix CRM

    Triggers the automation whenever a new task is added

    Instant
  • Aesthetix CRM
    Birthday reminder is sent in Aesthetix CRM

    Sends a birthday reminder notification to the particular recipient

    Instant
  • Aesthetix CRM
    Custom date reminder is received in Aesthetix CRM

    Triggers the automation whenever a custom date reminder is received

    Instant
  • Aesthetix CRM
    Pipeline stage is changed in Aesthetix CRM

    Triggers the automation whenever a pipeline stage is changed

    Instant
  • Aesthetix CRM
    Call status is changed in Aesthetix CRM

    Triggers the automation when call details are modified

    Instant
  • Aesthetix CRM
    Customer booked an appointment in Aesthetix CRM

    Triggers the automation whenever a customer books an appointment

    Instant
  • Aesthetix CRM
    Customer replies in Aesthetix CRM

    Triggers the automation whenever a customer replies to a message

    Instant
  • Aesthetix CRM
    Opportunity is staled in Aesthetix CRM

    Triggers the automation whenever any opportunity becomes inactive

    Instant
  • Aesthetix CRM
    Task reminder is received in Aesthetix CRM

    Triggers the automation whenever a task reminder is received

    Instant
  • Aesthetix CRM
    Trigger link is clicked in Aesthetix CRM

    Triggers the automation whenever a link is clicked

    Instant
  • Aesthetix CRM
    Opportunity status is changed in Aesthetix CRM

    Triggers the automation whenever the status of any opportunity changes

    Instant
  • Aesthetix CRM
    Note is added in Aesthetix CRM

    Triggers the automation whenever a new note is created

    Instant
  • Aesthetix CRM
    Order form is submitted in Aesthetix CRM

    Triggers the automation whenever a new order is received

    Instant
  • Aesthetix CRM
    Form is submitted in Aesthetix CRM

    Triggers the automation whenever a form is filled

    Instant
  • Aesthetix CRM
    Survey is submitted in Aesthetix CRM

    Triggers the automation whenever a survey response is submitted

    Instant
  • Aesthetix CRM
    Contact tag is changed in Aesthetix CRM

    Triggers the automation whenever a contact tag is updated

    Instant
  • Aesthetix CRM
    Appointment is created in Aesthetix CRM

    Triggers the automation whenever a new appointment is created

    Instant
  • Aesthetix CRM
    Email event occurs in Aesthetix CRM

    Triggers the automation whenever any email event occurs

    Instant
2.
  • Aesthetix CRM
    Create contact in Aesthetix CRM

    Automatically adds a new contact to the database

  • Aesthetix CRM
    Search contact in Aesthetix CRM

    Automatically finds and retrieves contact information

  • Aesthetix CRM
    Update contact in Aesthetix CRM

    Automatically updates contact information with new details

  • Aesthetix CRM
    Add lead to campaign in Aesthetix CRM

    Automatically adds a new lead to a marketing campaign for targeted outreach

  • Aesthetix CRM
    Stop all campaigns for lead in Aesthetix CRM

    Automatically stop all active campaigns targeting lead generation

  • Aesthetix CRM
    Create account in Aesthetix CRM

    Automatically generates a new account

  • Aesthetix CRM
    Create user in Aesthetix CRM

    Automatically generates a new user account

  • Aesthetix CRM
    Create opportunity in Aesthetix CRM

    Automatically creates a new instance of the support system

  • Aesthetix CRM
    Update opportunity in Aesthetix CRM

    Automatically updates the opportunity details as needed

  • Aesthetix CRM
    Search opportunity in Aesthetix CRM

    Automatically searches for a opportunity

  • Aesthetix CRM
    Create task in Aesthetix CRM

    Automatically creates a new task

  • Aesthetix CRM
    Create note in Aesthetix CRM

    Automatically creates a new note in the particular format

  • Jellyreach
    Create contact in Jellyreach

    Automatically adds a new contact to the database

  • Jellyreach
    Update contact in Jellyreach

    Automatically updates contact information with new details

  • Jellyreach
    Unsubscribe contact in Jellyreach

    Automatically removes contact from mailing list

  • Jellyreach
    Delete contact in Jellyreach

    Automatically removes a contact from the address book

  • Jellyreach
    Add event in Jellyreach

    Automatically schedule an event

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