Aesthetix CRM + Nutshell Integration

Integrate Aesthetix CRM to Nutshell in one click, or tell Integrately AI how you want each patient handled. Sync new patient bookings, create records, update pipelines, and alert your team automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Aesthetix CRM
    Task is added in Aesthetix CRM Instant
  • Aesthetix CRM
    Birthday reminder is sent in Aesthetix CRM Instant
  • Aesthetix CRM
    Custom date reminder is received in Aesthetix CRM Instant
  • Aesthetix CRM
    Pipeline stage is changed in Aesthetix CRM Instant
  • Aesthetix CRM
    Call status is changed in Aesthetix CRM Instant
  • Aesthetix CRM
    Customer booked an appointment in Aesthetix CRM Instant
  • Aesthetix CRM
    Customer replies in Aesthetix CRM Instant
  • Aesthetix CRM
    Opportunity is staled in Aesthetix CRM Instant
  • Aesthetix CRM
    Task reminder is received in Aesthetix CRM Instant
  • Aesthetix CRM
    Trigger link is clicked in Aesthetix CRM Instant
  • Aesthetix CRM
    Opportunity status is changed in Aesthetix CRM Instant
  • Aesthetix CRM
    Note is added in Aesthetix CRM Instant
  • Aesthetix CRM
    Order form is submitted in Aesthetix CRM Instant
  • Aesthetix CRM
    Form is submitted in Aesthetix CRM Instant
  • Aesthetix CRM
    Survey is submitted in Aesthetix CRM Instant
  • Aesthetix CRM
    Contact tag is changed in Aesthetix CRM Instant
  • Aesthetix CRM
    Appointment is created in Aesthetix CRM Instant
  • Aesthetix CRM
    Email event occurs in Aesthetix CRM Instant
  • Nutshell
    Person is created in Nutshell Instant
  • Nutshell
    Activity is created in Nutshell Instant
  • Nutshell
    Lead is created in Nutshell Instant
  • Nutshell
    Lead is won in Nutshell Instant
  • Nutshell
    Company is created in Nutshell Instant
Arrow Right
2.
  • Aesthetix CRM
    Create contact in Aesthetix CRM
  • Aesthetix CRM
    Search contact in Aesthetix CRM
  • Aesthetix CRM
    Update contact in Aesthetix CRM
  • Aesthetix CRM
    Add lead to campaign in Aesthetix CRM
  • Aesthetix CRM
    Stop all campaigns for lead in Aesthetix CRM
  • Aesthetix CRM
    Create account in Aesthetix CRM
  • Aesthetix CRM
    Create user in Aesthetix CRM
  • Aesthetix CRM
    Create opportunity in Aesthetix CRM
  • Aesthetix CRM
    Update opportunity in Aesthetix CRM
  • Aesthetix CRM
    Search opportunity in Aesthetix CRM
  • Aesthetix CRM
    Create task in Aesthetix CRM
  • Aesthetix CRM
    Create note in Aesthetix CRM
  • Nutshell
    Create person in Nutshell
  • Nutshell
    Search person in Nutshell
  • Nutshell
    Create lead in Nutshell
  • Nutshell
    Update lead in Nutshell
  • Nutshell
    Search lead in Nutshell
  • Nutshell
    Create company in Nutshell
  • Nutshell
    Search account in Nutshell
  • Nutshell
    Get contact by ID in Nutshell

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Ready Workflows Ready Workflows for Aesthetix CRM + Nutshell Integration

Capture patient bookings, organise contact details, keep pipelines updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Nutshell + Aesthetix CRM Integration

Create Aesthetix CRM contact for new Nutshell person

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Nutshell - Aesthetix CRM integration, anytime a new Nutshell person is created, an Aesthetix CRM contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Nutshell + Aesthetix CRM Integration

Create Aesthetix CRM opportunity from new Nutshell person

Anytime a new person is created in your Nutshell, a new opportunity will automatically be created in your Aesthetix CRM. This ensures that all of your opportunity are linked to the right person, and that you never miss an opportunity to follow up with a new lead.

This Nutshell - Aesthetix CRM integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Nutshell + Aesthetix CRM Integration

Create Aesthetix CRM task for new Nutshell person

In Nutshell, when you create a person, it automatically creates a task in Aesthetix CRM for that person. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular person on their person profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Nutshell + Aesthetix CRM Integration

Create Aesthetix CRM contact for new Nutshell person

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Nutshell - Aesthetix CRM integration, anytime a new Nutshell person is created, an Aesthetix CRM contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Nutshell + Aesthetix CRM Integration

Create Aesthetix CRM opportunity from new Nutshell person

Anytime a new person is created in your Nutshell, a new opportunity will automatically be created in your Aesthetix CRM. This ensures that all of your opportunity are linked to the right person, and that you never miss an opportunity to follow up with a new lead.

This Nutshell - Aesthetix CRM integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Nutshell + Aesthetix CRM Integration

Create Aesthetix CRM task for new Nutshell person

In Nutshell, when you create a person, it automatically creates a task in Aesthetix CRM for that person. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular person on their person profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
See more
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Connect more apps to your Aesthetix CRM + Nutshell flow

Send appointment notifications, update marketing campaigns, and log financial transactions after your CRM sync completes. Pick a combination and activate it in one click.

Aesthetix CRM
Nutshell
+
Facebook Lead AdsFacebook Lead Ads (4)
+
Google CalendarGoogle Calendar (4)
+
MailchimpMailchimp (4)
+
CalendlyCalendly (4)
+
StripeStripe (4)
+
SlackSlack (4)
F
A
N
When a new lead arrives in Facebook Lead Ads, create a contact in Aesthetix CRM and add a person in Nutshell.
Every Facebook Lead Ads lead populates Aesthetix CRM and Nutshell instantly, eliminating manual data entry across platforms.
F
A
N
When a Facebook Lead Ads lead submits your form, update the contact in Aesthetix CRM and create a lead in Nutshell.
Keep your CRM records and sales pipelines updated simultaneously the moment an ad form is submitted.
F
A
N
If a Facebook Lead Ads submission is received, create an account in Aesthetix CRM and search for a company in Nutshell.
Match incoming ad leads against existing corporate accounts to maintain clean records across systems.
F
A
N
When a Facebook Lead Ads lead is captured, add the lead to a campaign in Aesthetix CRM and update the lead in Nutshell.
Enroll new ad prospects into specific medical spa campaigns while logging pipeline updates in Nutshell.

Supported triggers and actions for Aesthetix CRM and Nutshell

Mix and match to build the exact automation you need

Aesthetix CRM
Aesthetix CRM Triggers & Actions
Instant
Task is added in Aesthetix CRM
Triggers the automation when a new task is added
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Instant
Birthday reminder is sent in Aesthetix CRM
Triggers the automation when a birthday reminder notification is sent
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Instant
Custom date reminder is received in Aesthetix CRM
Triggers the automation when a custom date reminder is received
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Instant
Pipeline stage is changed in Aesthetix CRM
Triggers the automation when a pipeline stage is changed
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Instant
Call status is changed in Aesthetix CRM
Triggers the automation when call details are modified
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Instant
Customer booked an appointment in Aesthetix CRM
Triggers the automation when a customer books an appointment
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Instant
Customer replies in Aesthetix CRM
Triggers the automation when a customer replies to a message
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Instant
Opportunity is staled in Aesthetix CRM
Triggers the automation when any opportunity becomes inactive
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Instant
Task reminder is received in Aesthetix CRM
Triggers the automation when a task reminder is received
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Instant
Trigger link is clicked in Aesthetix CRM
Triggers the automation when a link is clicked
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Instant
Opportunity status is changed in Aesthetix CRM
Triggers the automation when the status of any opportunity changes
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Instant
Note is added in Aesthetix CRM
Triggers the automation when a new note is created
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Instant
Order form is submitted in Aesthetix CRM
Triggers the automation when a new order is received
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Instant
Form is submitted in Aesthetix CRM
Triggers the automation when a form is filled
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Instant
Survey is submitted in Aesthetix CRM
Triggers the automation when a survey response is submitted
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Instant
Contact tag is changed in Aesthetix CRM
Triggers the automation when a contact tag is updated
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Instant
Appointment is created in Aesthetix CRM
Triggers the automation when a new appointment is created
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Instant
Email event occurs in Aesthetix CRM
Triggers the automation when any email event occurs
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Create contact in Aesthetix CRM
Adds a new contact to the database
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Search contact in Aesthetix CRM
Finds and retrieves contact information
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Update contact in Aesthetix CRM
Updates contact information with new details
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Add lead to campaign in Aesthetix CRM
Adds a new lead to a marketing campaign for targeted outreach
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Stop all campaigns for lead in Aesthetix CRM
Stop all active campaigns targeting lead generation
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Create account in Aesthetix CRM
Generates a new account
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Create user in Aesthetix CRM
Generates a new user account
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Create opportunity in Aesthetix CRM
Creates a new instance of the support system
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Update opportunity in Aesthetix CRM
Updates the opportunity details as needed
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Search opportunity in Aesthetix CRM
Searches for a opportunity
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Create task in Aesthetix CRM
Creates a new task
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Create note in Aesthetix CRM
Creates a new note in the particular format
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Nutshell
Nutshell Triggers & Actions
Instant
Person is created in Nutshell
Triggers the automation when a new person is created
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Instant
Activity is created in Nutshell
Triggers the automation when a new activity is created
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Instant
Lead is created in Nutshell
Triggers the automation when a new lead is created
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Instant
Lead is won in Nutshell
Triggers the automation when a lead is marked as won
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Instant
Company is created in Nutshell
Triggers the automation when a new company is created
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Create person in Nutshell
Generates a new person
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Search person in Nutshell
Retrieves information about a person
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Create lead in Nutshell
Generates new leads for potential customers
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Update lead in Nutshell
Updates the lead information
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Search lead in Nutshell
Retrieves information for a particular lead
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Create company in Nutshell
Generates a new company profile with given details
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Search account in Nutshell
Searches for account information
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Get contact by ID in Nutshell
Retrieves a contact's information based on their id
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What can you automate with Aesthetix CRM + Nutshell?

Streamline your medical spa operations by connecting patient management and lead tracking across both platforms.

What you can automate?
🔄
Sync patient leads and appointments instantly
Create a Nutshell person automatically whenever a customer books an appointment or submits a form in Aesthetix CRM. Eliminate duplicate data entry between your patient platform and sales pipeline.
📋
Capture every submitted patient detail
Map all custom form fields and consultation notes from Aesthetix CRM into separate Nutshell lead fields. Ensure your sales team has complete patient context before every call.
Notify staff the moment leads arrive
Trigger instant team notifications and follow-up tasks whenever an opportunity status changes in Aesthetix CRM or a new lead is created in Nutshell.
🔀
Route leads based on pipeline stages
Perform different actions depending on whether an Aesthetix CRM pipeline stage changes or an opportunity goes stale. Direct high-value aesthetic prospects to senior coordinators automatically.
🔄
Keep both database platforms up to date
Automatically update contact information, phone numbers, and email addresses in Nutshell whenever a patient record changes in Aesthetix CRM.
🔍
Search and prevent duplicate records
Search for existing contacts and company accounts in Nutshell before creating new entries from Aesthetix CRM submissions. Maintain a clean, unified database.
💳
Handle appointment and payment status changes
Update lead statuses in Nutshell whenever orders are submitted, appointments are created, or consultation stages shift in Aesthetix CRM.
🔌
Extend your workflow to messaging and email tools
Connect your core Aesthetix CRM and Nutshell automation to Slack, Mailchimp, or Stripe to alert teams, send marketing emails, and log transaction data seamlessly.
And much more...

Who is Aesthetix CRM + Nutshell integration for?

Connecting Aesthetix CRM and Nutshell gives plastic surgery practices and medical spas a unified way to manage patient leads, appointments, and sales pipelines without manual data entry.

Practice managers
Practice managers
Patient care coordinators
Patient care coordinators
Clinic owners
Clinic owners
Front desk staff
Front desk staff
Plastic surgeons
Plastic surgeons
Marketing directors
Marketing directors
📈
Practice managers
You're reviewing weekly patient acquisition metrics in Aesthetix CRM, but your sales pipeline numbers in Nutshell always lag behind because records are exported by hand — automating both apps means every new booking updates your pipeline instantly so your growth reports are always accurate.
Patient care coordinators
You're waiting on notification of new consultation requests in Aesthetix CRM, but leads get lost in transit before reaching Nutshell — connecting these apps means every prospective patient creates a tracked lead immediately so your team can follow up without delay.
📋
Clinic owners
You're reporting on monthly medical spa revenue and lead conversion rates, but incomplete data between Aesthetix CRM and Nutshell skews your forecasts — this integration means every transaction and opportunity syncs reliably across systems for clear executive visibility.
🔄
Front desk staff
You're manually copying patient appointment details from Aesthetix CRM into Nutshell throughout a busy clinic day, but human errors cause missing contact records — automating both apps means patient bookings flow directly into your sales database without manual data entry.
🎯
Plastic surgeons
You're managing surgical consultation schedules in Aesthetix CRM while tracking prospective aesthetic procedures in Nutshell, but fragmented records slow down patient evaluations — this integration means patient history and lead stages are unified in one streamlined workflow.
📊
Marketing directors
You're running lead generation campaigns that populate Aesthetix CRM, but sales conversion data in Nutshell is never updated on time — connecting these apps means campaign performance and pipeline wins are tracked together for precise marketing ROI analysis.
Our team

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Why choose Integrately to automate Aesthetix CRM + Nutshell

Build and manage your Aesthetix CRM + Nutshell automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Aesthetix CRM + Nutshell with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Aesthetix CRM to Nutshell?
Frequently Asked Questions
You can connect Aesthetix CRM to Nutshell in 1-click using ready-made templates on Integrately, or use Integrately AI to build your custom patient management flow with apps like Slack and Mailchimp.
Can I automatically sync patient leads from Aesthetix CRM into Nutshell?
Frequently Asked Questions
Can I connect Aesthetix CRM, Nutshell, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Aesthetix CRM and Nutshell?
Frequently Asked Questions
How does Aesthetix CRM handle appointment bookings in this integration?
Frequently Asked Questions
How are leads managed in Nutshell when connected to Aesthetix CRM?
Frequently Asked Questions
Do I need coding skills to automate Aesthetix CRM and Nutshell?
Frequently Asked Questions
Is the Aesthetix CRM and Nutshell integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Aesthetix CRM or Nutshell With 1500+ Other Apps

Aesthetix CRM
Popular Aesthetix CRM Integrations
Connect Aesthetix CRM to marketing, calendar, and patient management tools to automate your medical spa workflows.
Nutshell
Popular Nutshell Integrations
Sync Nutshell with accounting, email, and reporting platforms to keep your sales pipeline data fully connected.
See All
Nutshell Integrations arrow right
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