Integrately Integration

Learn more about using the Aesthetix CRM Integrately Connection

Integrately is a top API connection platform available. We have built an Aesthetix CRM Integrately connection to make it easy for users to enable a variety of triggers and actions. Integrately helps you connect Aesthetix CRM to over 1,000 different platforms like Gravity Forms, Databox, Zoom, Clickup, Google Sheets, and so much more!

List of Triggers Available

  • Birthday Reminder is sent

  • Custom Date Reminder is received

  • Pipeline Stage is changed

  • Call Status is changed

  • Customer booked an appointment

  • Customer replies

  • Opportunity is staled

  • Task reminder is received

  • Trigger link clicked

  • Task is added

  • Opportunity status is changed

  • Note is added

  • Order form is submitted

  • Form is submitted

  • Survey is submitted

  • Contact tag is changed

  • Appintment is created

  • Email event occurs

List of Actions Available

  • Create/Update Contact

  • Search Contact

  • Create/Update Opportunity

  • Search Opportunity

  • Add Lead to Campaign/Workflow

  • Stop All Campaigns/Workflows for Lead

  • Create Task

  • Create Note

To gain access to the Aesthetix CRM Integrately Connection, visit the link: https://integrately.com/integrations/aesthetix-crm

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