Popular SimplyBook.me + Aesthetix CRM Workflows
Create note in Aesthetix CRM for Booking is canceled in SimplyBook.me
Create Aesthetix CRM task for new SimplyBook.me event
With the help of this integration, when an event is created, a task will be automatically created in Aesthetix CRM and will include the details of the event (name, email address, etc.).
This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
Create Aesthetix CRM opportunity for new SimplyBook.me event
But manually creating a opportunity can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in SimplyBook.me, it will trigger a corresponding opportunity creation in Aesthetix CRM.
This makes it easy to keep track of all the interactions that person has with your company. By using opportunity, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
Create Aesthetix CRM note for new SimplyBook.me event
Update Aesthetix CRM contact from new SimplyBook.me event
When Booking is created in SimplyBook.me > Check any condition > Create contact in Aesthetix CRM
When Booking is created in SimplyBook.me > Check any condition > Create opportunity in Aesthetix CRM
When Booking is created in SimplyBook.me > Check any condition > Create contact in Aesthetix CRM
When Booking is created in SimplyBook.me > Check any condition > Create opportunity in Aesthetix CRM
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SimplyBook.me helps you handle appointments and payments in a simpler way. It is simple and easy to use as possible, so your customers will be able to book an appointment online with you in no time!
See SimplyBook.me IntegrationsAesthetix 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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