Aesthetix CRM + Lofty Integration
Integrate Aesthetix CRM to Lofty in one click, or tell Integrately AI how you want each lead handled. Capture submissions, create leads, update pipeline stages, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Task is added in Aesthetix CRM Instant- Birthday reminder is sent in Aesthetix CRM Instant
- Custom date reminder is received in Aesthetix CRM Instant
- Pipeline stage is changed in Aesthetix CRM Instant
- Call status is changed in Aesthetix CRM Instant
- Customer booked an appointment in Aesthetix CRM Instant
- Customer replies in Aesthetix CRM Instant
- Opportunity is staled in Aesthetix CRM Instant
- Task reminder is received in Aesthetix CRM Instant
- Trigger link is clicked in Aesthetix CRM Instant
- Opportunity status is changed in Aesthetix CRM Instant
- Note is added in Aesthetix CRM Instant
- Order form is submitted in Aesthetix CRM Instant
- Form is submitted in Aesthetix CRM Instant
- Survey is submitted in Aesthetix CRM Instant
- Contact tag is changed in Aesthetix CRM Instant
- Appointment is created in Aesthetix CRM Instant
- Email event occurs in Aesthetix CRM Instant
Transaction is created or updated in Lofty Instant- Lead is created or updated in Lofty Instant
- Lead pipeline is changed in Lofty Instant
2.
- Create contact in Aesthetix CRM
- Search contact in Aesthetix CRM
- Update contact in Aesthetix CRM
- Add lead to campaign in Aesthetix CRM
- Stop all campaigns for lead in Aesthetix CRM
- Create account in Aesthetix CRM
- Create user in Aesthetix CRM
- Create opportunity in Aesthetix CRM
- Update opportunity in Aesthetix CRM
- Search opportunity in Aesthetix CRM
- Create task in Aesthetix CRM
- Create note in Aesthetix CRM
- Update transaction in Lofty
- Create transaction in Lofty
- Get transaction by lead id and transaction id in Lofty
- Create lead in Lofty
- Update lead in Lofty
- Search lead in Lofty
- Add note in Lofty
- Get lead by Id in Lofty
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Ready Workflows for Aesthetix CRM + Lofty Integration
Capture leads, update contacts, sync pipeline stages, alert your team, and trigger follow-ups, 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 + Lofty flow
Sync lead data across your marketing tools, calendars, spreadsheets, and team channels the moment an event occurs. Pick a combination and activate it in one click.
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Facebook Lead Ads (4)
Facebook Lead Ads (4) +
Google Calendar (4)
Google Calendar (4) +
Mailchimp (3)
Mailchimp (3) +
Twilio (3)
Twilio (3) +
Google Sheets (3)
Google Sheets (3) +
Slack (3)
Slack (3) F
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Add every Facebook Lead Ads lead to Aesthetix CRM, and create a matching lead in Lofty
Facebook Lead Ads leads appear in Aesthetix CRM and Lofty the moment they submit your form, so sales agents can follow up without delay.
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When a Form is submitted in Aesthetix CRM, update the Lofty lead and post the submission to Facebook Lead Ads data log
Keep your systems synchronized when a form submission occurs in Aesthetix CRM.
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If a Facebook Lead Ads lead is created, search for the contact in Aesthetix CRM and update the record in Lofty
Match new Facebook leads against existing Aesthetix CRM contacts and update Lofty records instantly.
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When a Lofty lead is created or updated, add the lead to Aesthetix CRM and log details
Sync real estate leads from Lofty directly into Aesthetix CRM.
Supported triggers and actions for Aesthetix CRM and Lofty
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 → Lofty Triggers & Actions
Instant
Transaction is created or updated in Lofty
Triggers the automation when a transaction is created or updated
Try it → Instant
Lead is created or updated in Lofty
Triggers the automation when a lead is created or updated
Try it → Instant
Lead pipeline is changed in Lofty
Triggers the automation when the pipeline associated with the lead is changed
Try it → What can you automate with Aesthetix CRM + Lofty?
Streamline patient management, property transactions, and lead routing between Aesthetix CRM and Lofty.
🔄
Sync new leads between platforms instantly
Automatically create a lead in Lofty whenever a form is submitted in Aesthetix CRM, ensuring zero lag in your sales and intake pipelines.
📝
Capture every submitted field and note
Map all custom form fields, consultation notes, and contact details accurately between Aesthetix CRM and Lofty without manual typing.
🔔
Notify your team the moment a lead arrives
Send instant alerts to your staff or sales channel as soon as a new appointment is booked or a lead is updated.
🔀
Route records based on submitted criteria
Direct leads to specific campaigns or pipeline stages in Aesthetix CRM depending on the criteria submitted in Lofty.
🔄
Keep client records updated across systems
Ensure any update to a contact or transaction status in Lofty is immediately reflected in Aesthetix CRM.
🔎
Search and update instead of creating duplicates
Check existing database records before creating new entries, keeping your contact lists clean and organized.
📅
Manage appointment and transaction milestones
Trigger automated workflows when appointment bookings, pipeline stages, or real estate transactions change status.
💬
Extend your workflow with messaging apps
Connect Slack, Twilio, or Google Sheets to your core Aesthetix CRM and Lofty flow for multi-step team operations.
And much more...
Who is Aesthetix CRM + Lofty integration for?
Medical spa operators and real estate professionals save hours every week by connecting client management, lead tracking, and pipeline workflows.
Practice managers
Real estate agents
Client coordinators
Agency directors
Sales representatives
Operations supervisors
📈
Practice managers
You're reviewing patient acquisition metrics and booking counts, but your reports are always missing recent web inquiries because leads stay trapped in separate tools — this integration means every form submission populates your systems instantly and your data stays current.
⚡
Real estate agents
You need to respond to new home buyers immediately, but manual data entry delays your response time and lets hot inquiries go cold — automating both apps means every lead is captured the moment it arrives and your follow-up sequence starts right away.
📋
Client coordinators
You answer to practice directors who want to see daily appointment numbers and lead progress across platforms, but manual tracking leaves gaps in your reports — connecting these apps means every booking and lead updates automatically without manual exporting.
🏢
Agency directors
The volume of inbound form submissions and inquiries is too high for your staff to keep up with by hand, leading to missed client records — with this integration, every contact and submission flows between platforms without manual handling.
🤝
Sales representatives
You depend on marketing teams to hand over qualified leads from web forms, but communication delays stall your outreach — this integration means every new lead appears in your pipeline the second it's submitted.
🔍
Operations supervisors
You need a reliable history of patient bookings and client interactions, but fragmented records keep creating missing contact entries — automating both apps means every interaction is logged accurately across your entire stack.
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 + Lofty
Build and manage your Aesthetix CRM + Lofty automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Aesthetix CRM + Lofty 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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Aesthetix CRM + Lofty Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Aesthetix CRM to Lofty?
You can connect Aesthetix CRM to Lofty in 1 click using Integrately, along with popular apps like Facebook Lead Ads, Google Calendar, and Slack. Simply choose a ready template or ask Integrately AI to build your custom workflow instantly.
Can I automatically create a Lofty lead when a form is submitted in Aesthetix CRM?
Can I connect Aesthetix CRM, Lofty, and Google Sheets?
What is a good Zapier alternative for Aesthetix CRM and Lofty?
How does Aesthetix CRM handle form submissions and contact tags in integrations?
How does Lofty handle lead updates and transactions in automation workflows?
Do I need coding skills to automate Aesthetix CRM and Lofty?
Is the Aesthetix CRM and Lofty integration free?
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