Aesthetix CRM + Platform.ly Integration

Integrate Aesthetix CRM to Platform.ly in one click, or tell Integrately AI how you want each contact handled. Sync patient details, update marketing segments, trigger targeted campaigns, and track engagement 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
  • Platform.ly
    Contact is created in Platform.ly
  • Platform.ly
    Tag is created in Platform.ly
  • Platform.ly
    Custom field is created in Platform.ly
  • Platform.ly
    Segment is created in Platform.ly
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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
  • Platform.ly
    Create Contact in Platform.ly
  • Platform.ly
    Update Contact in Platform.ly
  • Platform.ly
    Add tag to a contact in Platform.ly
  • Platform.ly
    Search contact in Platform.ly
  • Platform.ly
    Add note to contact in Platform.ly
  • Platform.ly
    Remove tag from contact in Platform.ly
  • Platform.ly
    Remove all tags from contact in Platform.ly
  • Platform.ly
    Add segment to contact in Platform.ly
  • Platform.ly
    Remove segment from contact in Platform.ly
  • Platform.ly
    Remove all segments from contact in Platform.ly

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Ready Workflows Ready Workflows for Aesthetix CRM + Platform.ly Integration

Capture patient inquiries, sync contact details, update marketing segments, trigger email campaigns, and track engagement, all in just one click.

Most popular automationsmost-popular-automations
Platform.ly + Aesthetix CRM Integration

Create Aesthetix CRM contact for new Platform.ly contact

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 Platform.ly contact 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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Platform.ly + Aesthetix CRM Integration

Create Aesthetix CRM opportunity for new Platform.ly contact

This automation makes it easy to create new opportunitys in Aesthetix CRM when a new contact is created in Platform.ly. Just connect your accounts, and every time a new contact is created in Platform.ly, 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.
See more
Platform.ly + Aesthetix CRM Integration

Create Aesthetix CRM task for new Platform.ly contact

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

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!
See more
Platform.ly + Aesthetix CRM Integration

Create Aesthetix CRM contact for new Platform.ly contact

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 Platform.ly contact 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.
See more
Platform.ly + Aesthetix CRM Integration

Create Aesthetix CRM opportunity for new Platform.ly contact

This automation makes it easy to create new opportunitys in Aesthetix CRM when a new contact is created in Platform.ly. Just connect your accounts, and every time a new contact is created in Platform.ly, 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.
See more
Platform.ly + Aesthetix CRM Integration

Create Aesthetix CRM task for new Platform.ly contact

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

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!
See more
  • 1of1
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Connect more apps to your Aesthetix CRM + Platform.ly flow

Sync patient bookings, process payments, and notify your care team instantly as data moves across your marketing stack. Pick a combination and activate it in one click.

Aesthetix CRM
Platform.ly
+
ShopifyShopify (4)
+
CalendlyCalendly (4)
+
StripeStripe (3)
+
GmailGmail (3)
+
SlackSlack (3)
+
ZoomZoom (3)
S
P
A
Create a Platform.ly contact and update Aesthetix CRM when a new Shopify order is placed
New Shopify orders instantly create contacts in Platform.ly and update records in Aesthetix CRM without manual data entry.
S
P
A
Add a tag in Platform.ly and create a task in Aesthetix CRM when a Shopify order is fulfilled
Fulfilled Shopify orders automatically trigger tags in Platform.ly and create staff follow-up tasks in Aesthetix CRM.
S
P
A
Update the contact in Platform.ly and update the opportunity in Aesthetix CRM when a Shopify order is paid
Paid Shopify orders update contact profiles in Platform.ly and advance sales opportunities in Aesthetix CRM.
S
P
A
If a Shopify order exceeds $500, add a VIP segment in Platform.ly and create a high-priority task in Aesthetix CRM
High-value Shopify purchases automatically segment customers in Platform.ly and flag high-priority tasks in Aesthetix CRM.

Supported triggers and actions for Aesthetix CRM and Platform.ly

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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Platform.ly
Platform.ly Triggers & Actions
Contact is created in Platform.ly
Triggers the automation when a new contact is created
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Tag is created in Platform.ly
Triggers the automation when a tag is added
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Custom field is created in Platform.ly
Triggers the automation when a new custom field is created
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Segment is created in Platform.ly
Triggers the automation when a segment is created
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Create Contact in Platform.ly
Adds a new contact to the database
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Update Contact in Platform.ly
Updates contact information with new details
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Add tag to a contact in Platform.ly
Adds a tag to a contact
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Search contact in Platform.ly
Finds and retrieves contact information
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Add note to contact in Platform.ly
Adds notes to a contact's profile
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Remove tag from contact in Platform.ly
Untag the contact
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Remove all tags from contact in Platform.ly
Removes all tags from a contact
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Add segment to contact in Platform.ly
Categorize contacts into segments based on predefined criteria
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Remove segment from contact in Platform.ly
Removes a segment from a contact
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Remove all segments from contact in Platform.ly
Removes all segments from a contact
Try it →

What can you automate with Aesthetix CRM + Platform.ly?

Streamline your medical spa marketing and patient relationship workflows with robust, automated data syncing.

What you can automate?
🔄
Sync patient contacts and form submissions instantly
Every form submission or contact created in Aesthetix CRM automatically populates as a contact in Platform.ly. Eliminate manual copying and keep your marketing lists up to date.
📝
Capture every custom field and detail
Map detailed patient inquiry notes and custom attributes between Aesthetix CRM and Platform.ly instead of just names and emails. Your marketing automation gets deeper context for personalized engagement.
🔔
Alert your team the moment a lead arrives
Trigger instant notifications in Slack or email channels whenever a new patient inquiry or appointment is logged across your integrated systems.
🔀
Route leads based on submitted form data
Apply specific tags or segments in Platform.ly depending on the services selected in your Aesthetix CRM forms. Ensure patients receive tailored follow-up campaigns.
🔄
Keep contact records updated as details change
Whenever a pipeline stage or contact tag changes in Aesthetix CRM, automatically update the corresponding contact profile in Platform.ly to maintain data consistency.
🔍
Search and update instead of creating duplicates
Automatically search for existing contact records before creating new ones in Platform.ly or Aesthetix CRM, preventing messy duplicate profiles.
📅
Handle appointment bookings and cancellations
Sync appointment creations, updates, and cancellations seamlessly between Aesthetix CRM and Platform.ly to trigger timely re-engagement campaigns.
🔌
Extend your workflow to external apps
Connect your core Aesthetix CRM and Platform.ly flow with Shopify, Calendly, Stripe, Gmail, Slack, or Zoom to build comprehensive multi-step automations.
And much more...

Who is Aesthetix CRM + Platform.ly integration for?

Medical spa managers, marketing directors, and patient coordinators use this integration to keep patient data synchronized and automate engagement workflows across platforms.

Performance marketers
Performance marketers
Patient coordinators
Patient coordinators
Clinic directors
Clinic directors
Front desk managers
Front desk managers
Sales development reps
Sales development reps
Operations supervisors
Operations supervisors
📈
Performance marketers
You're running patient acquisition campaigns across multiple channels but your marketing platform only updates when someone manually exports leads, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new lead lands in both systems instantly and your data stays current.
Patient coordinators
You need to act fast when a prospective patient enquires, and right now you find out too late because contact details sit trapped in form submissions — connecting these apps means every enquiry triggers an immediate profile creation so you can follow up without delay.
📊
Clinic directors
You answer to stakeholders who want to see accurate pipeline and patient engagement metrics, but fragmented tools leave gaps in your reporting — automating both apps means your records remain complete and your performance reports reflect true numbers.
🔄
Front desk managers
The volume of daily appointments and form submissions is too high for anyone to keep up by hand, leading to missed follow-ups and unassigned leads — this integration means every booking and submission syncs automatically across your entire tech stack.
👥
Sales development reps
You own the consultation follow-up stage and depend on someone upstream to hand over inquiry details before you can reach out — automating these apps means contact data flows to your CRM the moment a prospect interacts.
📋
Operations supervisors
You need a reliable history of patient interactions and keep finding missing notes or untagged contacts between your marketing and CRM platforms — connecting these apps means every touchpoint logs accurately into both databases.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Aesthetix CRM + Platform.ly

Build and manage your Aesthetix CRM + Platform.ly 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 + Platform.ly 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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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Aesthetix CRM to Platform.ly?
Frequently Asked Questions
You can connect Aesthetix CRM to Platform.ly in 1-click using ready automation templates on Integrately, or use Integrately AI to build custom multi-step workflows connecting apps like Shopify, Calendly, and Slack.
Can I automatically sync contacts from Aesthetix CRM to Platform.ly?
Frequently Asked Questions
Can I connect Aesthetix CRM, Platform.ly, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Aesthetix CRM and Platform.ly?
Frequently Asked Questions
How are form submissions in Aesthetix CRM sent to Platform.ly?
Frequently Asked Questions
Can I update custom fields in Platform.ly from Aesthetix CRM?
Frequently Asked Questions
Do I need coding skills to automate Aesthetix CRM and Platform.ly?
Frequently Asked Questions
Is the Aesthetix CRM and Platform.ly integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Aesthetix CRM or Platform.ly With 1500+ Other Apps

Aesthetix CRM
Popular Aesthetix CRM Integrations
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Platform.ly
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