Aesthetix CRM + Sympla Integration

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Popular Aesthetix CRM + Sympla Workflows

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Sympla + Aesthetix CRM Integration

Create Aesthetix CRM contact from new Sympla attendee

Creating an event in Sympla is a great way to bring together people who share a common interest. But what happens when you want to keep track of all the attendees of your event?

The answer is simple. You use this Sympla - Aesthetix CRM integration to create a new contact in Aesthetix CRM for each person who registers for your event through Sympla. This will help you stay organized and easily keep track of your attendees' information.

It also helps track event participation and keep your marketing efforts targeted. So just click activate and start automating your event management process!
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Sympla + Aesthetix CRM Integration

Create Aesthetix CRM contact for new Sympla order

If you're using Sympla to manage your events, you'll want to make sure that your Aesthetix CRM contact are updated with the latest information. When a order is added to an event in Sympla, a new contact will be created in Aesthetix CRM automatically. This makes it easy to keep track of your sales pipeline and track event success.
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Sympla + Aesthetix CRM Integration

Create Aesthetix CRM task for new Sympla event

Creating a task in Aesthetix CRM for every event created in Sympla can be very beneficial.

One reason is that doing so can ensure greater accuracy when tracking event details and assignments. Since Sympla is often used to manage large or multi-day events, having Aesthetix CRM record all of the relevant information can be helpful in keeping track of what has been completed and what still needs to be done.

Additionally, having all task info in one place can make it easier for Event Planners to track progress and collaboratively communicate with other team members.
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Aesthetix CRM + Sympla Integration
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
  • Sympla
    Event is created in Sympla
  • Sympla
    Order is generated in Sympla
  • Sympla
    Attendee is generated in Sympla
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
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