Aesthetix CRM + Sharepoint Integration

Connect Aesthetix CRM to Sharepoint in 1 click

Integrate Aesthetix CRM + Sharepoint For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Aesthetix CRM + Sharepoint Workflows

Create Aesthetix CRM task for new Sharepoint file

Sharepoint + Aesthetix CRM Integration

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Create Your Own Aesthetix CRM & Sharepoint Integration Without Any Code

Create Custom Workflow

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
File is created in folder in Sharepoint
Folder is created in Sharepoint

Create contact in Aesthetix CRM
Search contact in Aesthetix CRM
Update contact in Aesthetix CRM
Add lead to campaign in Aesthetix CRM
Stop all campaigns for lead in Aesthetix CRM
Create account in Aesthetix CRM
Create user in Aesthetix CRM
Create opportunity in Aesthetix CRM
Update opportunity in Aesthetix CRM
Search opportunity in Aesthetix CRM
Create task in Aesthetix CRM
Create note in Aesthetix CRM
Create list item in Sharepoint
Create list in Sharepoint
Create folder in Sharepoint
Search folder by name in Sharepoint
Upload file in Sharepoint
Search file by name in Sharepoint
Download file in Sharepoint
Create a shareable link of the File/Folder in Sharepoint

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

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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SharePoint is a powerful tool that helps you organize and share all your important information. You can use it as a secure place to store, organize, share, and access information from any device. All you need is just a web browser.

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