Aesthetix CRM + Trello Integration

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Popular Aesthetix CRM + Trello Workflows

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Trello + Aesthetix CRM Integration

Create Aesthetix CRM task for new Trello checklist

Are you looking for a way to keep track of your sales process and create task for yourself in Aesthetix CRM? If so, you'll be glad to know that you can use Trello to create checklist of the steps in your sales process, and then create task in Aesthetix CRM for each step.

This automation will help you stay organized and make sure that no steps are forgotten.
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Aesthetix CRM + Trello 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
  • Trello
    Card is created in Trello
  • Trello
    Card is moved to list in Trello Instant
  • Trello
    Card is updated in Trello Instant
  • Trello
    Comment is added to a card in Trello
  • Trello
    Card is archived in Trello
  • Trello
    Label is added to card in Trello Instant
  • Trello
    Notification is created in Trello
  • Trello
    Checklist is created in Trello
  • Trello
    Activity is created in Trello Instant
  • Trello
    Member is added to card in Trello
  • Trello
    Board is added in Trello
  • Trello
    Label is created in Trello
  • Trello
    Attachments is added to card in Trello
  • Trello
    List is created in Trello
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
  • Trello
    Create card in Trello
  • Trello
    Update card in Trello
  • Trello
    Move card to list in Trello
  • Trello
    Find card in Trello
  • Trello
    Add member to card in Trello
  • Trello
    Archive card in Trello
  • Trello
    Get attachments of card in Trello
  • Trello
    Get card by ID in Trello
  • Trello
    Create board in Trello
  • Trello
    Search board in Trello
  • Trello
    Copy board in Trello
  • Trello
    Close board in Trello
  • Trello
    Create checklist Item in Trello
  • Trello
    Add attachment to card in Trello
  • Trello
    Complete checklist Item in card in Trello
  • Trello
    Search list on board in Trello
  • Trello
    Find checklist item in Trello
  • Trello
    Create custom field in Trello
  • Trello
    Assign member to board in Trello
  • Trello
    Search member in Trello
  • Trello
    Add checklist to card in Trello
  • Trello
    Find checklist in Trello
  • Trello
    Delete checklist in card in Trello
  • Trello
    Create list in Trello
  • Trello
    Create comment in Trello
  • Trello
    Add label to card in Trello
  • Trello
    Add existing label to card in Trello
  • Trello
    Remove label in Trello
  • Trello
    Add label to board in Trello
  • Trello
    Find label on board in Trello
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