

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.
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Ready 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.
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.


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Shopify (4)
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Typeform (4)
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Calendly (4)
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Google Calendar (3)
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Stripe (4)
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Zoom (3)
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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.
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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.
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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.
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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 Triggers & Actions
Instant
Birthday reminder is sent in Aesthetix CRM
Triggers the automation when a birthday reminder notification is sent
Try it → Instant
Custom date reminder is received in Aesthetix CRM
Triggers the automation when a custom date reminder is received
Try it → Instant
Pipeline stage is changed in Aesthetix CRM
Triggers the automation when a pipeline stage is changed
Try it → Instant
Call status is changed in Aesthetix CRM
Triggers the automation when call details are modified
Try it → Instant
Customer booked an appointment in Aesthetix CRM
Triggers the automation when a customer books an appointment
Try it → Instant
Customer replies in Aesthetix CRM
Triggers the automation when a customer replies to a message
Try it → Instant
Opportunity is staled in Aesthetix CRM
Triggers the automation when any opportunity becomes inactive
Try it → Instant
Task reminder is received in Aesthetix CRM
Triggers the automation when a task reminder is received
Try it → Instant
Trigger link is clicked in Aesthetix CRM
Triggers the automation when a link is clicked
Try it → Instant
Opportunity status is changed in Aesthetix CRM
Triggers the automation when the status of any opportunity changes
Try it → Instant
Order form is submitted in Aesthetix CRM
Triggers the automation when a new order is received
Try it → Instant
Survey is submitted in Aesthetix CRM
Triggers the automation when a survey response is submitted
Try it → Instant
Contact tag is changed in Aesthetix CRM
Triggers the automation when a contact tag is updated
Try it → Instant
Appointment is created in Aesthetix CRM
Triggers the automation when a new appointment is created
Try it → Instant
Email event occurs in Aesthetix CRM
Triggers the automation when any email event occurs
Try it → 
klaviyo Triggers & Actions
What can you automate with Aesthetix CRM + klaviyo?
Streamline your clinic operations by connecting patient management workflows directly with targeted email marketing automation.
🔄
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.
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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
Sales Teams and Coordinators
Practice Managers
Front Desk Staff
Marketing Specialists
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.

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
Connect Aesthetix CRM + klaviyo with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
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Select Automation
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Connect Accounts
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Automation is ready
Connect Aesthetix CRM + klaviyo Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Aesthetix CRM to klaviyo?
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?
Can I connect Aesthetix CRM, klaviyo, and Shopify?
What is a good Zapier alternative for Aesthetix CRM and klaviyo?
How does Aesthetix CRM handle contact data updates during synchronization?
Can klaviyo events trigger task creation in Aesthetix CRM?
Do I need coding skills to automate Aesthetix CRM and klaviyo?
Is the Aesthetix CRM and klaviyo integration free?
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?
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