Aesthetix CRM + MemberVault Integration

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

Make use of Aesthetix CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. With MemberVault automations, you can automate course enrollment, deliver automated feedback, and manage student communication effectively. Get the best of both with Integrately’s Aesthetix CRM + MemberVault integration.

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Ready Workflows For Aesthetix CRM + MemberVault Integration

Just click on the workflow you want to automate

Create Aesthetix CRM contact for new MemberVault product user

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 MemberVault product user 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.

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Create Aesthetix CRM opportunity for new MemberVault product user

This automation makes it easy to create new opportunitys in Aesthetix CRM when a new product user is created in MemberVault. Just connect your accounts, and every time a new product user is created in MemberVault, 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.

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Create Aesthetix CRM task for new MemberVault product user

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

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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Create Your Own Aesthetix CRM & MemberVault Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Task is added in Aesthetix CRM
Triggers the automation whenever a new task is added
Instant
Birthday reminder is sent in Aesthetix CRM
Sends a birthday reminder notification to the particular recipient
Instant
Custom date reminder is received in Aesthetix CRM
Triggers the automation whenever a custom date reminder is received
Instant
Pipeline stage is changed in Aesthetix CRM
Triggers the automation whenever a pipeline stage is changed
Instant
Call status is changed in Aesthetix CRM
Triggers the automation when call details are modified
Instant
Customer booked an appointment in Aesthetix CRM
Triggers the automation whenever a customer books an appointment
Instant
Customer replies in Aesthetix CRM
Triggers the automation whenever a customer replies to a message
Instant
Opportunity is staled in Aesthetix CRM
Triggers the automation whenever any opportunity becomes inactive
Instant
Task reminder is received in Aesthetix CRM
Triggers the automation whenever a task reminder is received
Instant
Trigger link is clicked in Aesthetix CRM
Triggers the automation whenever a link is clicked
Instant
Opportunity status is changed in Aesthetix CRM
Triggers the automation whenever the status of any opportunity changes
Instant
Note is added in Aesthetix CRM
Triggers the automation whenever a new note is created
Instant
Order form is submitted in Aesthetix CRM
Triggers the automation whenever a new order is received
Instant
Form is submitted in Aesthetix CRM
Triggers the automation whenever a form is filled
Instant
Survey is submitted in Aesthetix CRM
Triggers the automation whenever a survey response is submitted
Instant
Contact tag is changed in Aesthetix CRM
Triggers the automation whenever a contact tag is updated
Instant
Appointment is created in Aesthetix CRM
Triggers the automation whenever a new appointment is created
Instant
Email event occurs in Aesthetix CRM
Triggers the automation whenever any email event occurs
Instant
User is added to a product in MemberVault
Triggers the automation whenever a new user is added to a product
Instant
User email consent is added in MemberVault
Triggers the automation whenever user email consent is added
Instant
Lesson is completed by user in MemberVault
Triggers the automation whenever a lesson is completed by the user
Instant
Hot lead is created in MemberVault
Triggers the automation whenever a new hot lead is created
Instant
User has reached the configured EP number in MemberVault
Triggers the automation whenever a user reaches the configured EP number
Instant
Module is completed by user in MemberVault
Triggers the automation whenever any module is successfully completed by any user
Instant

Create contact in Aesthetix CRM
Automatically adds a new contact to the database
Search contact in Aesthetix CRM
Automatically finds and retrieves contact information
Update contact in Aesthetix CRM
Automatically updates contact information with new details
Add lead to campaign in Aesthetix CRM
Automatically adds a new lead to a marketing campaign for targeted outreach
Stop all campaigns for lead in Aesthetix CRM
Automatically stop all active campaigns targeting lead generation
Create account in Aesthetix CRM
Automatically generates a new account
Create user in Aesthetix CRM
Automatically generates a new user account
Create opportunity in Aesthetix CRM
Automatically creates a new instance of the support system
Update opportunity in Aesthetix CRM
Automatically updates the opportunity details as needed
Search opportunity in Aesthetix CRM
Automatically searches for a opportunity
Create task in Aesthetix CRM
Automatically creates a new task
Create note in Aesthetix CRM
Automatically creates a new note in the particular format
Add user to product in MemberVault
Automatically assigns a new user to a product
Remove user from product in MemberVault
Automatically removes a user from a product

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

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750 Tasks

in $19.⁹⁹

Integrately

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2,000 Tasks

in $19.⁹⁹

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Integrate Aesthetix CRM & MemberVault In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

You Can Also Connect Aesthetix CRM or MemberVault With 1200+ Other Apps

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

MemberVault is your one stop shop for all your digital products needs. You can manage, deliver and track all of your courses, memberships and digital assets with ease, so you can spend more time doing what you love.

See MemberVault Integrations