Aesthetix CRM + Salesforce Integration

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1.

Task is added in Aesthetix CRM Instant
Birthday reminder is sent in Aesthetix CRM Instant
Custom date reminder is received in Aesthetix CRM Instant
Pipeline stage is changed in Aesthetix CRM Instant
Call status is changed in Aesthetix CRM Instant
Customer booked an appointment in Aesthetix CRM Instant
Customer replies in Aesthetix CRM Instant
Opportunity is staled in Aesthetix CRM Instant
Task reminder is received in Aesthetix CRM Instant
Trigger link is clicked in Aesthetix CRM Instant
Opportunity status is changed in Aesthetix CRM Instant
Note is added in Aesthetix CRM Instant
Order form is submitted in Aesthetix CRM Instant
Form is submitted in Aesthetix CRM Instant
Survey is submitted in Aesthetix CRM Instant
Contact tag is changed in Aesthetix CRM Instant
Appointment is created in Aesthetix CRM Instant
Email event occurs in Aesthetix CRM Instant
Record is created in Salesforce
Record is updated in Salesforce
Field is updated on record in Salesforce
Lead is created in Salesforce
Lead is updated in Salesforce
Opportunity is created in Salesforce
Opportunity is updated in Salesforce
Task is created in Salesforce
Task is updated in Salesforce
Contact is updated in Salesforce
Contact is created in Salesforce
Account is created in Salesforce
Account is updated in Salesforce
Outbound message is received in Salesforce Instant
Case is created in Salesforce
Case is updated in Salesforce
Quote is created in Salesforce
Quote is updated in Salesforce

2.

Trusted by experts at...

Ready Workflows for Aesthetix CRM + Salesforce Integration

Just click on the workflow you want to automate

Most popular automations

Create Aesthetix CRM contact for new Salesforce record

Automatically creating Aesthetix CRM contact records for new Salesforce record 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!

See more

Create Aesthetix CRM opportunity for new Salesforce opportunity

Salesforce + Aesthetix CRM Integration

Create Aesthetix CRM task for new Salesforce opportunity

Salesforce + Aesthetix CRM Integration

When Record is created in Salesforce > Create contact in Aesthetix CRM > Create opportunity in Aesthetix CRM

Salesforce + Aesthetix CRM Integration

When Contact is created in Salesforce > Check condition > Create contact in Aesthetix CRM

Salesforce + Aesthetix CRM Integration

When Lead is created in Salesforce > Check condition > Create contact in Aesthetix CRM

Salesforce + Aesthetix CRM Integration

When Record is created in Salesforce > Check any condition > Create contact in Aesthetix CRM

Salesforce + Aesthetix CRM Integration

When Record is created in Salesforce > Search contact in Aesthetix CRM > Check any condition > (If found) > Create opportunity in Aesthetix CRM > (Else) > Create contact in Aesthetix CRM > Create opportunity in Aesthetix CRM

Salesforce + Aesthetix CRM Integration

1of1

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

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Top 10 Most Popular Aesthetix CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Create Aesthetix CRM contact for new Google Sheets row

Create Google Calendar event for new Aesthetix CRM task

Send ClickSend SMS message for new Aesthetix CRM task

Send Twilio sms for new Aesthetix CRM task

Send SendGrid email for new Aesthetix CRM task

Create Aesthetix CRM contact for new Google Sheets row

Create Google Calendar event for new Aesthetix CRM task

Send ClickSend SMS message for new Aesthetix CRM task

Send Twilio sms for new Aesthetix CRM task

Send SendGrid email for new Aesthetix CRM task

Send Nudgify notification for new Aesthetix CRM task

Send WaTrend message for new Aesthetix CRM task

Send Vybit Notifications vybit for new Aesthetix CRM task

Create Aesthetix CRM contact for new PostgreSQL row

Create Aesthetix CRM contact for new SeaTable row

Send Nudgify notification for new Aesthetix CRM task

Send WaTrend message for new Aesthetix CRM task

Send Vybit Notifications vybit for new Aesthetix CRM task

Create Aesthetix CRM contact for new PostgreSQL row

Create Aesthetix CRM contact for new SeaTable row

Top 10 Most Popular Salesforce Automations from
Integrately Community

Most popular

01

Create Salesforce contact for new Elementor Forms form submission

02

Send Telegram message for new Salesforce record

03

Create Microsoft To-Do task for new Salesforce task

04

Create Salesforce opportunity for new Zoho Desk ticket

05

Create Salesforce record for new ManyChat external request

cloud

app integration

06

Create Salesforce contact for new Google Sheets row

07

Create Salesforce record for new Google Sheets row

08

Send WATI message for new Salesforce record

09

Create Google Calendar event for new Salesforce record

10

Create Salesforce contact for new WordPress user

How Integrately Works?

How Integrately Works?

1

Select Automation

Select a trigger from Google Sheets

2

Connect Accounts

Connect Accounts

That’s it! You just connected Google Sheets to Trello

3

Automation is ready

Setup an action from Trello

Connect Aesthetix CRM + Salesforce Now

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