Aesthetix CRM + Pardot Integration

Connect Aesthetix CRM to Pardot in 1 click

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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
  • Pardot
    Prospect is created in Pardot
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2.

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Ready Workflows Ready Workflows   for Aesthetix CRM + Pardot Integration

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

Create Aesthetix CRM contact for new Pardot prospect

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 Pardot - Aesthetix CRM integration, anytime a new Pardot prospect 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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Pardot + Aesthetix CRM Integration

Create Aesthetix CRM opportunity from new Pardot prospect

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

This Pardot - 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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Pardot + Aesthetix CRM Integration

Create Aesthetix CRM task for new Pardot prospect

In Pardot, when you create a prospect, it automatically creates a task in Aesthetix CRM for that prospect. 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 prospect on their prospect profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Automations

Top 10 Most Popular Aesthetix CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Google Sheets logo
Aesthetix CRM logo
Create Aesthetix CRM contact for new Google Sheets row
Activate
Aesthetix CRM logo
Google Calendar logo
Create Google Calendar event for new Aesthetix CRM task
Activate
Aesthetix CRM logo
ClickSend SMS logo
Send ClickSend SMS message for new Aesthetix CRM task
Aesthetix CRM logo
Twilio logo
Send Twilio sms for new Aesthetix CRM task
Aesthetix CRM logo
SendGrid logo
Send SendGrid email for new Aesthetix CRM task
Google Sheets logo
Aesthetix CRM logo
Create Aesthetix CRM contact for new Google Sheets row
Activate
Aesthetix CRM logo
Google Calendar logo
Create Google Calendar event for new Aesthetix CRM task
Activate
Aesthetix CRM logo
ClickSend SMS logo
Send ClickSend SMS message for new Aesthetix CRM task
Aesthetix CRM logo
Twilio logo
Send Twilio sms for new Aesthetix CRM task
Aesthetix CRM logo
SendGrid logo
Send SendGrid email for new Aesthetix CRM task
Aesthetix CRM logo
Nudgify logo
Send Nudgify notification for new Aesthetix CRM task
Aesthetix CRM logo
WaTrend logo
Send WaTrend message for new Aesthetix CRM task
Aesthetix CRM logo
Vybit Notifications logo
Send Vybit Notifications vybit for new Aesthetix CRM task
PostgreSQL logo
Aesthetix CRM logo
Create Aesthetix CRM contact for new PostgreSQL row
SeaTable logo
Aesthetix CRM logo
Create Aesthetix CRM contact for new SeaTable row
Aesthetix CRM logo
Nudgify logo
Send Nudgify notification for new Aesthetix CRM task
Aesthetix CRM logo
WaTrend logo
Send WaTrend message for new Aesthetix CRM task
Aesthetix CRM logo
Vybit Notifications logo
Send Vybit Notifications vybit for new Aesthetix CRM task
PostgreSQL logo
Aesthetix CRM logo
Create Aesthetix CRM contact for new PostgreSQL row
SeaTable logo
Aesthetix CRM logo
Create Aesthetix CRM contact for new SeaTable row

Top 10 Most Popular Pardot Automations from
Integrately Community

Most popularmost-popular-automations
01
Google Sheets logo
Pardot logo
Create Pardot prospect for new Google Sheets row
02
CompanyHub logo
Pardot logo
Create Pardot prospect for new CompanyHub record
03
Salesforce logo
Pardot logo
Create Pardot prospect for new Salesforce record
04
Airtable logo
Pardot logo
Create Pardot prospect for new Airtable record
05
Zoho CRM logo
Pardot logo
Create Pardot prospect for new Zoho CRM module
cloud
Pardot
app integration
06
Pardot logo
SureCart logo
Create SureCart contact for new Pardot prospect
07
Pardot logo
Shoprocket logo
Create Shoprocket customer for new Pardot prospect
08
sevDesk logo
Pardot logo
Create Pardot prospect for new sevDesk contact
09
Pardot logo
Publit.io logo
Create Publit.io folder for new Pardot prospect
10
SureCart logo
Pardot logo
Update Pardot prospect from updated SureCart contact
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2
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Aesthetix CRM
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.
Pardot
Pardot
Pardot is a B2B marketing automation platform that empowers marketers with lead generation, email campaigns, and analytics. It integrates with Salesforce CRM and streamlines marketing & sales efforts.