Elation | HINT Integration Benefits & Automation:
Opportunity & Pipeline Automation to decrease manual data entry & drive reporting efficiency
Automate Google review collection after appointments
Automate post-appointment follow-up
Automate patient retention campaigns for specific treatment & service types
Collect data for better patient/client segmentation
Automated birthday campaigns
Platform Connection Requirements:
The integration uses Keragon which requires an additional fee to connect the system. Aesthetix CRM will also typically charge a one time setup fee for this integration.
The client must share Keragon access to [email protected]
Once we have confirmed this access is correct, we can proceed with the integration.
Current Integration Available:
One-way sync from Elation and HINT to Aesthetix CRM utilizing Keragon
The Keragon Integration with Elation and HINT uses webhooks so the integration is nearly instantaneous (typically data moving between systems in 30 seconds or less)
New Appointments Created Trigger **Works with Elation
New Patient Created Trigger**Works with Elation to add any new patient created in Elation into Aesthetix CRM
Invoice Closed Trigger (includes all memberships, gift cards, etc.) **Only works if you are using HINT
New Membership Created Trigger **Only works if you are using HINT
Membership Cancelled Trigger **Only works if you are using HINT
Create Patient Action**Works with Elation to enable you to create a Patient in Elation from Aesthetix CRM
Requires the following fields to create a patient: First Name, Last Name, Email, Phone, Gender, Birthday, Address, and Physician. These are the fields required by Elation
Get Patient Action**Works with Elation
Contact & Opportunity Custom Fields Available:
Field Name | Type | Unique Key |
Elation Patient ID | TEXT | {{ contact.elation_patient_id }} |
Elation Appointment Status | TEXT | {{ contact.elation_appointment_status }} |
Elation Appointment Date | DATE | {{ contact.elation_appointment_date }} |
Elation Appointment Reason | TEXT | {{ contact.elation_appointment_reason }} |
Elation Appointment Description | TEXT | {{ contact.elation_appointment_description }} |
Elation Location | TEXT | {{ contact.elation_location }} |
Elation DOB | DATE | {{ contact.elation_dob }} |
HINT Membership Status | TEXT | {{ contact.hint_membership_status }} |
HINT Membership Plan Name | TEXT | {{ contact.hint_membership_plan_name }} |
HINT Membership Start Date | DATE | {{ contact.hint_membership_start_date }} |
