Aesthetix CRM + klaviyo Integration

Integrate Aesthetix CRM to klaviyo in one click, or tell Integrately AI how you want each lead handled. Capture submissions, create or update profiles, add contacts to lists, and trigger targeted email flows automatically.

Free foreverFree forever.
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
  • klaviyo
    Event is created in klaviyo
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
  • klaviyo
    Add profile in klaviyo
  • klaviyo
    Subscribed profile immediately in klaviyo
  • klaviyo
    Update subscriber in klaviyo
  • klaviyo
    Create or update profile in klaviyo
  • klaviyo
    Send subscription request in klaviyo
  • klaviyo
    Add subscriber in klaviyo
  • klaviyo
    Add profile to list in klaviyo
  • klaviyo
    Search profile in klaviyo
  • klaviyo
    Search list in klaviyo

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Ready WorkflowsReady Workflows   for Aesthetix CRM + klaviyo Integration

Capture patient leads, sync new contacts, create profiles, add profiles to lists, and trigger email sequences, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Aesthetix CRM + klaviyo flow

Sync customer purchases, consultation bookings, and form responses across your entire marketing stack. Pick a combination and activate it in one click.

Aesthetix CRM
klaviyo
+
ShopifyShopify (4)
+
TypeformTypeform (4)
+
CalendlyCalendly (4)
+
Google CalendarGoogle Calendar (3)
+
StripeStripe (4)
+
ZoomZoom (3)
S
K
A
Add every new Shopify customer to klaviyo as a profile and create a matching contact in Aesthetix CRM
New Shopify customers instantly create profiles in klaviyo and new contacts in Aesthetix CRM without manual data entry.
S
A
K
Create an Aesthetix CRM task for every new Shopify order and update the klaviyo subscriber profile
New Shopify orders automatically create tasks in Aesthetix CRM and update subscriber details in klaviyo.
S
A
K
When a Shopify order is fulfilled, update the opportunity stage in Aesthetix CRM and add the profile to a klaviyo list
Fulfilled Shopify orders update opportunity stages in Aesthetix CRM and add customer profiles to specific klaviyo lists.
S
C
A
K
Use ChatGPT to summarise every new Shopify product review, create a note in Aesthetix CRM, and update the klaviyo profile
Shopify product reviews are summarised by ChatGPT, logged as notes in Aesthetix CRM, and reflected in klaviyo.

Supported triggers and actions for Aesthetix CRM and klaviyo

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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klaviyo
klaviyo Triggers & Actions
Event is created in klaviyo
Triggers the automation when a new event is created
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Add profile in klaviyo
Adds a new profile
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Subscribed profile immediately in klaviyo
Subscribe a new profile
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Update subscriber in klaviyo
Updates a subscriber's information
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Create or update profile in klaviyo
Creates or updates profile information
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Send subscription request in klaviyo
Subscribe a new profile
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Add subscriber in klaviyo
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Add profile to list in klaviyo
Adds a new profile to a mailing list
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Search profile in klaviyo
Look up and retrieve profile information
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Search list in klaviyo
Scans and retrieves results for a particular list
Try it →

What can you automate with Aesthetix CRM + klaviyo?

Streamline your clinic operations by connecting patient management workflows directly with targeted email marketing automation.

What you can automate?
🔄
Sync patient leads and email profiles instantly
Automatically create a subscriber profile in klaviyo the moment a new contact or form submission is recorded in Aesthetix CRM. Eliminate double data entry across your patient database and email marketing tools.
📋
Capture every submitted intake field
Map all detailed answers from Aesthetix CRM order and intake forms directly into klaviyo subscriber properties. Ensure your email segments have access to complete patient preference data.
🔔
Notify staff as soon as events occur
Trigger immediate task creation and follow-up reminders in Aesthetix CRM whenever important subscriber events take place in klaviyo. Keep your clinic team aligned on every patient interaction.
🔀
Route records based on submitted criteria
Send contacts to different email lists or marketing campaigns depending on specific tags, form selections, or pipeline stages submitted in Aesthetix CRM.
✏️
Keep subscriber details up to date
Automatically update existing profiles in klaviyo whenever contact details, opportunity stages, or custom date reminders change within Aesthetix CRM.
🔍
Search and update instead of creating duplicates
Check existing database records before adding new profiles, ensuring your email lists and CRM contacts remain clean and deduplicated.
🏷️
Manage later status changes and cancellations
Adjust subscriber subscriptions, list memberships, or contact tags in response to cancelled appointments, refunded orders, or pipeline stage updates.
🔗
Extend your workflow with external apps
Connect your core automation to Shopify, Calendly, or Typeform to trigger multi-step pipelines that span scheduling, e-commerce, and marketing.
And much more...

Who is Aesthetix CRM + klaviyo integration for?

Plastic surgery practices and medical spas rely on this integration to streamline patient lead management, synchronise marketing automation, and eliminate manual data entry errors across platforms.

Performance Marketers
Performance Marketers
Sales Teams and Coordinators
Sales Teams and Coordinators
Practice Managers
Practice Managers
Front Desk Staff
Front Desk Staff
Marketing Specialists
Marketing Specialists
Patient Care Coordinators
Patient Care Coordinators
📈
Performance Marketers
You're running campaigns across multiple ad sets but your tracking records only update when someone manually exports leads, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new lead lands in the CRM instantly and your marketing data stays current.
Sales Teams and Coordinators
You need to reach out to consultation inquiries the moment they arrive, but manual data transfers mean you find out about hot leads hours too late — automating both apps means every form submission triggers instant notifications and contact creation so your team can respond immediately.
📊
Practice Managers
You answer to clinic directors who want to see daily patient intake progress, but piecing together reports from separate platforms takes half your morning — this integration means every booking and order flows automatically into unified dashboards without manual spreadsheet entry.
🔄
Front Desk Staff
The volume of daily appointment bookings and patient inquiries is too high for anyone to keep up by hand, leading to missed follow-ups and scattered records — connecting these apps means every contact and task is created instantly in your workflow.
🎯
Marketing Specialists
You own email campaigns and depend on clinic staff to hand over lead data from intake forms, but records frequently slip through the cracks — automating both apps means every subscriber list updates automatically the moment a prospect interacts with your practice.
📝
Patient Care Coordinators
You need a reliable history of every patient interaction across scheduling and marketing channels, but keep finding gaps where details were missed in transit — with this integration, every profile update and task history stays complete and accurate.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Aesthetix CRM + klaviyo

Build and manage your Aesthetix CRM + klaviyo 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 + klaviyo 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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in $19.99
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2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect Aesthetix CRM to klaviyo?
Frequently Asked Questions
You can connect Aesthetix CRM to klaviyo in 1 click using ready-made templates on Integrately. Select a workflow, authenticate your accounts, and let the platform sync your data instantly or use Integrately AI to customise your flow with Shopify, Typeform, and Calendly.
Can I automatically create a klaviyo profile when a form is submitted in Aesthetix CRM?
Frequently Asked Questions
Can I connect Aesthetix CRM, klaviyo, and Shopify?
Frequently Asked Questions
What is a good Zapier alternative for Aesthetix CRM and klaviyo?
Frequently Asked Questions
How does Aesthetix CRM handle contact data updates during synchronization?
Frequently Asked Questions
Can klaviyo events trigger task creation in Aesthetix CRM?
Frequently Asked Questions
Do I need coding skills to automate Aesthetix CRM and klaviyo?
Frequently Asked Questions
Is the Aesthetix CRM and klaviyo integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

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

Aesthetix CRM
Popular Aesthetix CRM Integrations
Connect Aesthetix CRM with CRMs, scheduling tools, and marketing platforms to manage and follow up on patient relationships.
klaviyo
Popular klaviyo Integrations
Sync klaviyo with ecommerce, analytics, and customer support tools to keep customer data working across your stack.
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klaviyo Integrations arrow right
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