Aesthetix CRM + Microsoft Excel Integration

Connect Aesthetix CRM to Microsoft Excel - 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. Leverage Microsoft Excel automations to effortlessly import, transform, and analyze data from various sources. Combine the benefits of both with Integrately’s Aesthetix CRM + Microsoft Excel integration.
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Microsoft Excel + Aesthetix CRM Integration

Create Aesthetix CRM contact for new Microsoft Excel row

Automatically creating Aesthetix CRM contact records for new Microsoft Excel row 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!
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Aesthetix CRM + Microsoft Excel Integration
1.
  • Aesthetix CRM
    Task is added in Aesthetix CRM

    Triggers the automation when a new task is added

    Instant
  • Aesthetix CRM
    Birthday reminder is sent in Aesthetix CRM

    Triggers the automation when a birthday reminder notification is sent

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

    Triggers the automation when a custom date reminder is received

    Instant
  • Aesthetix CRM
    Pipeline stage is changed in Aesthetix CRM

    Triggers the automation when 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 when a customer books an appointment

    Instant
  • Aesthetix CRM
    Customer replies in Aesthetix CRM

    Triggers the automation when a customer replies to a message

    Instant
  • Aesthetix CRM
    Opportunity is staled in Aesthetix CRM

    Triggers the automation when any opportunity becomes inactive

    Instant
  • Aesthetix CRM
    Task reminder is received in Aesthetix CRM

    Triggers the automation when a task reminder is received

    Instant
  • Aesthetix CRM
    Trigger link is clicked in Aesthetix CRM

    Triggers the automation when a link is clicked

    Instant
  • Aesthetix CRM
    Opportunity status is changed in Aesthetix CRM

    Triggers the automation when the status of any opportunity changes

    Instant
  • Aesthetix CRM
    Note is added in Aesthetix CRM

    Triggers the automation when a new note is created

    Instant
  • Aesthetix CRM
    Order form is submitted in Aesthetix CRM

    Triggers the automation when a new order is received

    Instant
  • Aesthetix CRM
    Form is submitted in Aesthetix CRM

    Triggers the automation when a form is filled

    Instant
  • Aesthetix CRM
    Survey is submitted in Aesthetix CRM

    Triggers the automation when a survey response is submitted

    Instant
  • Aesthetix CRM
    Contact tag is changed in Aesthetix CRM

    Triggers the automation when a contact tag is updated

    Instant
  • Aesthetix CRM
    Appointment is created in Aesthetix CRM

    Triggers the automation when a new appointment is created

    Instant
  • Aesthetix CRM
    Email event occurs in Aesthetix CRM

    Triggers the automation when any email event occurs

    Instant
  • Microsoft Excel
    Row is created in Microsoft Excel

    Triggers the automation when a new row is added to a spreadsheet

  • Microsoft Excel
    Row is created or updated in Microsoft Excel

    Triggers the automation when a row is created or updated

  • Microsoft Excel
    Row is created in table in Microsoft Excel

    Triggers the automation when a new row is created in a table

  • Microsoft Excel
    Worksheet is created in Microsoft Excel

    Triggers the automation when a new worksheet is created

2.
  • Aesthetix CRM
    Create contact in Aesthetix CRM

    Adds a new contact to the database

  • Aesthetix CRM
    Search contact in Aesthetix CRM

    Finds and retrieves contact information

  • Aesthetix CRM
    Update contact in Aesthetix CRM

    Updates contact information with new details

  • Aesthetix CRM
    Add lead to campaign in Aesthetix CRM

    Adds a new lead to a marketing campaign for targeted outreach

  • Aesthetix CRM
    Stop all campaigns for lead in Aesthetix CRM

    Stop all active campaigns targeting lead generation

  • Aesthetix CRM
    Create account in Aesthetix CRM

    Generates a new account

  • Aesthetix CRM
    Create user in Aesthetix CRM

    Generates a new user account

  • Aesthetix CRM
    Create opportunity in Aesthetix CRM

    Creates a new instance of the support system

  • Aesthetix CRM
    Update opportunity in Aesthetix CRM

    Updates the opportunity details as needed

  • Aesthetix CRM
    Search opportunity in Aesthetix CRM

    Searches for a opportunity

  • Aesthetix CRM
    Create task in Aesthetix CRM

    Creates a new task

  • Aesthetix CRM
    Create note in Aesthetix CRM

    Creates a new note in the particular format

  • Microsoft Excel
    Create row in Microsoft Excel

    Adds a new row to a designated dataset

  • Microsoft Excel
    Update row in Microsoft Excel

    Updates a specified row in a spreadsheet or database

  • Microsoft Excel
    Search row using column and value in Microsoft Excel

    Locates and retrieves rows based on a particular column and value parameter

  • Microsoft Excel
    Create row in table in Microsoft Excel

    Adds a new row to an existing table

  • Microsoft Excel
    Create worksheet in Microsoft Excel

    Generates a new worksheet with particular details

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Integrate Aesthetix CRM & Microsoft Excel In 1 Click
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Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

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

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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.

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Excel is the best tool to make your calculations and data analysis easier. It is a powerful tool that provides you with the ability to manipulate and analyze large sets of data via simple functions and formulas.

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