RealSelf Integration with Aesthetix CRM

What the RealSelf Integration Does

Once enabled, the RealSelf integration allows you to:

• Automatically capture leads from RealSelf into Aesthetix CRM

• Create or update contact records with key details like name, email, phone, inquiry message, consult type, and doctor name

• Set the lead source to RealSelf

• Assign leads automatically to a team member via the Global User Assignment workflow

• Add to lead nurture workflow to trigger follow-ups via SMS, email, and call tasks

• Create an opportunity and enroll the lead in a nurture sequence to drive consultations

Video Demo

How to Set Up the Integration

1. Request the Integration

Contact Aesthetix CRM Support or your onboarding specialist and request to enable the RealSelf integration.

You can do this by clicking the support icon at the bottom-right of your screen and sending us a message.

2. Add the Provided Email to Your RealSelf Notifications

Once your request is received, our team will provide you with a unique email address. Add this email to your RealSelf account's lead notification settings. This enables our system to receive incoming lead details.

3. Notify Our Team

After you've added the integration email to your RealSelf settings, please let our support or onboarding team know. We’ll then activate and configure the automation workflow for you.

What Happens Behind the Scenes

Our team will set up a workflow called Lead Capture: RealSelf that listens for new RealSelf leads via an inbound webhook. When triggered, this workflow will:

1. Create or update the contact with information from the RealSelf notification.

2. Set key fields, including:

   • Name

   • Email

   • Phone

   • Message from the inquiry

   • Consult type

   • Doctor name

   • Source = RealSelf

3. Set lead-specific fields, such as:

   • Lead type

   • Lead status

   • Treatment of interest*

   *Note: RealSelf does not send a treatment field, so we recommend choosing a single default treatment to assign to all RealSelf leads, like “Consultation” or “Skin Treatment.”

4. Assign the contact using your Global User Assignment workflow.

5. Send internal notifications to alert your team.

6. Create an opportunity based on lead status.

7. Enroll the lead in your designated lead nurture or patient nurture workflows.

Final Step: Start Converting

With the integration in place, your RealSelf leads will now flow directly into Aesthetix CRM, triggering consistent follow-up sequences that help turn inquiries into booked consultations.

Need Help?

If you have questions or need assistance setting up or adjusting your RealSelf workflow:

• Click the support icon in the bottom right corner of your CRM dashboard and send us a message.

• Join Aesthetix Answers for live support: https://aesthetixcrm.com/answers/