Aesthetix CRM + Gravity Forms Integration

Integrate Aesthetix CRM to Gravity Forms in one click, or tell Integrately AI how you want each submission handled. Capture new leads, create contacts and opportunities, update your pipeline, and trigger follow-up campaigns automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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
  • Gravity Forms
    Form is submitted in Gravity Forms
Arrow Right
2.
  • 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
  • Gravity Forms
    Update entry in Gravity Forms
  • Gravity Forms
    Create entry in Gravity Forms
  • Gravity Forms
    Submit form in Gravity Forms
  • Gravity Forms
    Get form submission by ID in Gravity Forms

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Ready Workflows Ready Workflows for Aesthetix CRM + Gravity Forms Integration

Capture patient enquiries, create contacts, update pipeline stages, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Gravity Forms + Aesthetix CRM Integration

Create Aesthetix CRM contact for new Gravity Forms form submission

When someone completes your Gravity Forms, a new contact is automatically created in your Aesthetix CRM. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Gravity Forms is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Gravity Forms - Aesthetix CRM integration set up makes it easy to manage your customer relationships and grow your business.
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Gravity Forms + Aesthetix CRM Integration

Create Aesthetix CRM task for new Gravity Forms form submission

It's important to stay on top of your customer relationships, and one way to do that is to create Aesthetix CRM tasks for new Gravity Forms form submissions received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Aesthetix CRM task for new Gravity Forms form submission received today - your customers will thank you for it!
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Gravity Forms + Aesthetix CRM Integration

Create Aesthetix CRM opportunity for new Gravity Forms form submission

Integrating your Aesthetix CRM with your Gravity Forms, can help you automatically create new opportunitys based on form submissions recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This Gravity Forms - Aesthetix CRM integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Aesthetix CRM + Gravity Forms flow

Sync your submissions and CRM data with email marketing, messaging, spreadsheets, and scheduling tools. Pick a combination and activate it in one click.

Aesthetix CRM
Gravity Forms
+
WordPressWordPress (6)
+
TwilioTwilio (5)
+
StripeStripe (4)
+
MailchimpMailchimp (5)
+
Google SheetsGoogle Sheets (5)
+
ZoomZoom (4)
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Create a WordPress user and an Aesthetix CRM contact from every Gravity Forms submission
Every Gravity Forms submission creates a new WordPress user and adds an Aesthetix CRM contact instantly without manual data entry.
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Create a WordPress post and log an Aesthetix CRM task when a Gravity Forms entry arrives
Log new Gravity Forms submissions into WordPress as draft posts while scheduling a follow-up task in Aesthetix CRM.
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When an Aesthetix CRM pipeline stage changes, update the WordPress user role and log a note
Update WordPress user access and create an Aesthetix CRM note when a client moves through your pipeline.
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If a Gravity Forms submission selects VIP consultation, create an Aesthetix CRM opportunity and a WordPress user
Route VIP Gravity Forms enquiries into high-priority Aesthetix CRM opportunities and set up their WordPress accounts.
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Use Claude to summarise Gravity Forms appointment enquiries, update the Aesthetix CRM contact, and publish a WordPress draft
Use Claude to analyse consultation notes from Gravity Forms before updating Aesthetix CRM and creating a WordPress draft.
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When an Aesthetix CRM appointment is created, update the WordPress entry and notify the team
Sync new Aesthetix CRM appointments back to WordPress entries and log task details.

Supported triggers and actions for Aesthetix CRM and Gravity Forms

Mix and match to build the exact automation you need

Aesthetix CRM
Aesthetix CRM Triggers & Actions
Instant
Task is added in Aesthetix CRM
Triggers the automation when a new task is added
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Instant
Birthday reminder is sent in Aesthetix CRM
Triggers the automation when a birthday reminder notification is sent
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Instant
Custom date reminder is received in Aesthetix CRM
Triggers the automation when a custom date reminder is received
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Instant
Pipeline stage is changed in Aesthetix CRM
Triggers the automation when a pipeline stage is changed
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Instant
Call status is changed in Aesthetix CRM
Triggers the automation when call details are modified
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Instant
Customer booked an appointment in Aesthetix CRM
Triggers the automation when a customer books an appointment
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Instant
Customer replies in Aesthetix CRM
Triggers the automation when a customer replies to a message
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Instant
Opportunity is staled in Aesthetix CRM
Triggers the automation when any opportunity becomes inactive
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Instant
Task reminder is received in Aesthetix CRM
Triggers the automation when a task reminder is received
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Instant
Trigger link is clicked in Aesthetix CRM
Triggers the automation when a link is clicked
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Instant
Opportunity status is changed in Aesthetix CRM
Triggers the automation when the status of any opportunity changes
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Instant
Note is added in Aesthetix CRM
Triggers the automation when a new note is created
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Instant
Order form is submitted in Aesthetix CRM
Triggers the automation when a new order is received
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Instant
Form is submitted in Aesthetix CRM
Triggers the automation when a form is filled
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Instant
Survey is submitted in Aesthetix CRM
Triggers the automation when a survey response is submitted
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Instant
Contact tag is changed in Aesthetix CRM
Triggers the automation when a contact tag is updated
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Instant
Appointment is created in Aesthetix CRM
Triggers the automation when a new appointment is created
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Instant
Email event occurs in Aesthetix CRM
Triggers the automation when any email event occurs
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Create contact in Aesthetix CRM
Adds a new contact to the database
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Search contact in Aesthetix CRM
Finds and retrieves contact information
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Update contact in Aesthetix CRM
Updates contact information with new details
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Add lead to campaign in Aesthetix CRM
Adds a new lead to a marketing campaign for targeted outreach
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Stop all campaigns for lead in Aesthetix CRM
Stop all active campaigns targeting lead generation
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Create account in Aesthetix CRM
Generates a new account
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Create user in Aesthetix CRM
Generates a new user account
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Create opportunity in Aesthetix CRM
Creates a new instance of the support system
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Update opportunity in Aesthetix CRM
Updates the opportunity details as needed
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Search opportunity in Aesthetix CRM
Searches for a opportunity
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Create task in Aesthetix CRM
Creates a new task
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Create note in Aesthetix CRM
Creates a new note in the particular format
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Gravity Forms
Gravity Forms Triggers & Actions
Form is submitted in Gravity Forms
Triggers the automation when a form is filled
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Update entry in Gravity Forms
Updates contact to the contact list
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Create entry in Gravity Forms
Adds a new contact to the contact list
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Submit form in Gravity Forms
Submits a form
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Get form submission by ID in Gravity Forms
Try it →

What can you automate with Aesthetix CRM + Gravity Forms?

Streamline your medical spa workflow by turning website form submissions into fully managed CRM contacts and opportunities.

What you can automate?
🎯
Capture every form submission as a CRM contact
Turn every Gravity Forms submission into an active contact in Aesthetix CRM automatically. Eliminate manual copy-pasting and ensure zero leads are ever missed.
📋
Map all submitted consultation fields
Transfer custom patient intake fields, treatment preferences, and appointment notes directly into Aesthetix CRM fields. Your records remain complete and actionable.
🔔
Alert patient coordinators instantly
Trigger immediate follow-up tasks and notifications in Aesthetix CRM the moment a new consultation form is submitted on your WordPress site.
🔀
Route leads based on treatment selection
Send surgical inquiries and non-surgical consultation requests to different pipeline stages in Aesthetix CRM based on form selections.
🔄
Keep CRM pipeline stages synchronised
Update entry records and tracking systems whenever a patient's pipeline stage or appointment status changes in Aesthetix CRM.
🔍
Prevent duplicate contact records
Search existing database entries before creating new records, ensuring returning patients update cleanly without creating duplicate profiles.
📅
Manage appointment bookings seamlessly
Trigger automatic updates in Gravity Forms and Aesthetix CRM whenever a customer booked an appointment or changes their schedule.
📊
Extend your workflow to Google Sheets
Connect your Gravity Forms and Aesthetix CRM flow with Google Sheets to maintain backup tracking logs and administrative reports.
And much more...

Who is Aesthetix CRM + Gravity Forms integration for?

Medical spa and plastic surgery professionals rely on this integration to eliminate manual data entry, accelerate lead response times, and keep patient records synchronized.

Performance marketers
Performance marketers
Practice managers
Practice managers
Clinic directors
Clinic directors
Patient coordinators
Patient coordinators
Aesthetic practitioners
Aesthetic practitioners
Medical records admins
Medical records admins
📈
Performance marketers
You're running ad campaigns driving traffic to WordPress consultation forms, but your tracking reports only update when someone manually exports leads, so your conversion numbers are always delayed — with this integration, every new Gravity Forms submission lands in Aesthetix CRM instantly and your pipeline data stays current.
Practice managers
You need to assign inbound cosmetic enquiries to patient coordinators immediately, but form entries sit in WordPress unattended, leading to slow response times — automating both apps means every Gravity Forms submission creates an Aesthetix CRM contact and assigns follow-up tasks the moment a patient inquires.
📊
Clinic directors
You answer to stakeholders who want real-time visibility into consultation booking volume and revenue pipelines, but manual data transfers create reporting gaps — connecting these apps means every form entry and appointment booking updates your CRM and sheets automatically for accurate reporting.
👥
Patient coordinators
The volume of online consultation requests is too high for your front desk team to copy into the CRM by hand without making errors — this integration means every Gravity Forms entry populates Aesthetix CRM with accurate contact details and procedure preferences automatically.
🩺
Aesthetic practitioners
You depend on intake forms submitted prior to consultations to prepare for patient treatments, but finding those details across separate systems wastes valuable clinic time — automating both apps means intake submissions appear directly inside Aesthetix CRM patient profiles before every visit.
🗂️
Medical records admins
You need a reliable patient history across all intake channels, but manual data entry often leaves missing fields or mismatched contact records — with this integration, every Gravity Forms submission and Aesthetix CRM update matches perfectly without omissions.
Our team

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Why choose Integrately to automate Aesthetix CRM + Gravity Forms

Build and manage your Aesthetix CRM + Gravity Forms automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Aesthetix CRM + Gravity Forms with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
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Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Aesthetix CRM to Gravity Forms?
Frequently Asked Questions
You can connect Aesthetix CRM to Gravity Forms in 1-click using ready templates on Integrately, or use Integrately AI to build custom multi-step workflows with WordPress, Google Sheets, and Twilio.
Can I automatically create an Aesthetix CRM contact from every Gravity Forms submission?
Frequently Asked Questions
Can I connect Aesthetix CRM, Gravity Forms, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Aesthetix CRM and Gravity Forms?
Frequently Asked Questions
How does Aesthetix CRM handle contact creation from form entries?
Frequently Asked Questions
How does Gravity Forms trigger automations when an entry is submitted?
Frequently Asked Questions
Do I need coding skills to automate Aesthetix CRM and Gravity Forms?
Frequently Asked Questions
Is the Aesthetix CRM and Gravity Forms integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Aesthetix CRM or Gravity Forms With 1500+ Other Apps

Aesthetix CRM
Popular Aesthetix CRM Integrations
Connect Aesthetix CRM to sales, marketing, and scheduling platforms to manage patient relationships and automate outreach.
Gravity Forms
Popular Gravity Forms Integrations
Sync Gravity Forms with database, notification, and document tools to collect and process submissions across your tech stack.