RealSelf is a leading marketplace where prospective patients research providers and request consultations for aesthetic treatments. The RealSelf integration connects those inquiries directly to Aesthetix CRM so every lead is captured, assigned, and followed up on automatically, without anyone on your team rekeying details from an email.
Once enabled, the integration allows you to:
Automatically capture leads from RealSelf into Aesthetix CRM
Create or update contact records with key details such as name, email, phone, inquiry message, consult type, and doctor name
Set the lead source to RealSelf
Assign leads automatically to a team member using your Global User Assignment workflow
Add leads to a nurture workflow that triggers follow-ups via SMS, email, and call tasks
Create an opportunity and enroll the lead in a nurture sequence to drive consultations
Because this integration is configured by our team, setup is a short, guided process.
Contact Aesthetix CRM Support or your onboarding specialist and ask 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.
Once your request is received, our team will give you a unique email address. Add this email to your RealSelf account's lead notification settings so incoming lead details are routed to our system.
After you have added the integration email to your RealSelf settings, let our support or onboarding team know. We will then activate and configure the automation workflow for you.
Our team sets up a workflow called Lead Capture: RealSelf that listens for new RealSelf leads via an inbound webhook. When triggered, this workflow will:
Create or update the contact with information from the RealSelf notification.
Set key fields, including name, email, phone, the message from the inquiry, consult type, doctor name, and source set to RealSelf.
Set lead-specific fields, such as lead type, lead status, and treatment of interest. RealSelf does not send a treatment field, so we recommend choosing a single default treatment to assign to all RealSelf leads, such as "Consultation" or "Skin Treatment."
Assign the contact using your Global User Assignment workflow.
Send internal notifications to alert your team.
Create an opportunity based on lead status.
Enroll the lead in your designated lead nurture or patient nurture workflows.
With the integration in place, your RealSelf leads flow directly into Aesthetix CRM and immediately trigger consistent follow-up sequences that help turn inquiries into booked consultations.
How do I turn on the RealSelf integration?
Contact Aesthetix CRM Support or your onboarding specialist and request it. Our team provides a unique email address to add to your RealSelf lead notification settings, then activates and configures the automation for you.
What information is captured from a RealSelf lead?
Contact details such as name, email, phone, the inquiry message, consult type, and doctor name are captured, and the lead source is set to RealSelf.
How are RealSelf leads assigned to my team?
Leads are assigned automatically through your Global User Assignment workflow, and your team receives internal notifications so someone can follow up right away.
RealSelf does not send a treatment type. How is that handled?
Because RealSelf does not pass a treatment field, we recommend choosing a single default treatment of interest for all RealSelf leads, such as "Consultation" or "Skin Treatment." You can refine it later based on the conversation.
What follow-up happens after a lead comes in?
Each lead is enrolled in your lead nurture or patient nurture workflow, which triggers follow-ups via SMS, email, and call tasks, and an opportunity is created based on lead status.
Can I customize the follow-up sequence?
Yes. The nurture and assignment workflows are standard Aesthetix CRM workflows, so you can adjust the messaging, timing, and steps. Reach out to support if you would like help tailoring them.
Why aren't my RealSelf leads showing up in Aesthetix CRM?
The most common cause is that the provided integration email has not been added to your RealSelf notification settings, or was added incorrectly. Confirm the email is in place in RealSelf and let our team know so we can verify the webhook is receiving leads.
