Zoho Connect + Aesthetix CRM Integration

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Aesthetix CRM + Zoho Connect Integration

Create Zoho Connect task for new Aesthetix CRM task

Aesthetix CRM provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Aesthetix CRM. Zoho Connect is a great tool for this.

All you need to do is - integrate Zoho Connect with Aesthetix CRM to create task in Zoho Connect automatically when certain task occur in Aesthetix CRM. This can save you time by not having to manually create tasks in both systems.
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Aesthetix CRM + Zoho Connect Integration

Create Zoho Connect event for new Aesthetix CRM task

Aesthetix CRM is a great tool for managing customer information, but it can also be used to manage your schedule. Use this Aesthetix CRM - Zoho Connect integration to automatically populate your Zoho Connect.

When a task is created in Aesthetix CRM, an event will automatically be created in your Zoho Connect. This can help you keep track of your schedule and avoid overlapping of appointments.

Just click Activate and connect your Aesthetix CRM and Zoho Connect accounts in a matter of minutes.
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Zoho Connect + Aesthetix CRM Integration

Create Aesthetix CRM opportunity for new Zoho Connect event

Are you using Zoho Connect to manage your events? If so, did you know that you can also create opportunitys in your Aesthetix CRM directly from Zoho Connect events?

This makes tracking your sales and appointments a breeze and ensures that all of your data is organized and easily accessible. Also, your employees can quickly access crucial customer information from a single, convenient place.
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Zoho Connect + Aesthetix CRM Integration

Create Aesthetix CRM task for new Zoho Connect event

We all know the drill. You create {trigger.Event}} in your Zoho Connect, but then something comes up and you completely forget to create a corresponding task in your Aesthetix CRM. Now you've lost track of your to-dos, and your sales productivity is shot. So, with this {{trigger.Calender}} - Aesthetix CRM integration, you can set up Integrately such that every new event created in your Zoho Connect, automatically creates a new tasks in your Aesthetix CRM. This ensures that important tasks never fall through the cracks; thereby helping you stay on top of your to-do list and running your business smoothly.
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Zoho Connect + Aesthetix CRM Integration
1.
  • Zoho Connect
    Task is created in Zoho Connect Instant
  • Zoho Connect
    Event is created in Zoho Connect Instant
  • Zoho Connect
    Member is added in group in Zoho Connect Instant
  • Zoho Connect
    Member is added in network in Zoho Connect Instant
  • Zoho Connect
    Conversation is started in Zoho Connect Instant
  • Zoho Connect
    User is mentioned in post in Zoho Connect Instant
  • 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
2.
  • Zoho Connect
    Create post in Zoho Connect
  • Zoho Connect
    Create task in Zoho Connect
  • Zoho Connect
    Create event in Zoho Connect
  • Zoho Connect
    Invite user to network in Zoho Connect
  • Zoho Connect
    Add member to group in Zoho Connect
  • 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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