Aesthetix CRM + WhatsApp Integration

Integrate Aesthetix CRM to WhatsApp in one click, or tell Integrately AI how you want each lead handled. Qualify patient leads, update CRM pipelines, trigger instant WhatsApp messages, and alert staff automatically.

Integrate For Free arrow rightGoogle Logo Sign Up With Google
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
  • WhatsApp
    Message is received in WhatsApp Instant
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
  • WhatsApp
    Send message (using template) in WhatsApp
  • WhatsApp
    Send message in WhatsApp

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Aesthetix CRM + WhatsApp Integration

Capture lead form submissions, send instant WhatsApp messages, update pipeline stages, schedule patient appointments, all in just one click.

Most popular automationsmost-popular-automations
Aesthetix CRM + WhatsApp Integration

Send WhatsApp message for new Aesthetix CRM task

With this Aesthetix CRM - WhatsApp integration, whenever a new task is created in Aesthetix CRM, message will be sent via WhatsApp. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
See more
Activate
  • 1of1
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 + WhatsApp flow

Bring marketing data, payment logs, and calendar bookings into your CRM and messaging loop. Pick a combination and activate it in one click.

Aesthetix CRM
WhatsApp
+
Google CalendarGoogle Calendar (4)
+
Facebook Lead AdsFacebook Lead Ads (4)
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
CalendlyCalendly (4)
A
G
W
Create a Google Calendar event for every Aesthetix CRM appointment, and notify your patient on WhatsApp
Patient appointments booked in Aesthetix CRM appear in Google Calendar immediately while WhatsApp sends a instant confirmation.
G
A
W
When a Google Calendar event is updated, update the matching Aesthetix CRM contact and send a WhatsApp alert
Calendar schedule changes update Aesthetix CRM contacts instantly and trigger an update message on WhatsApp.
G
A
W
Use Claude to summarise Google Calendar meeting notes, update the Aesthetix CRM note, and send a WhatsApp summary
Meeting notes from Google Calendar are summarised by Claude and logged in Aesthetix CRM before sending a WhatsApp brief.
G
A
W
When a Google Calendar event is cancelled, update the Aesthetix CRM opportunity and send a WhatsApp notice
Cancelled calendar events update Aesthetix CRM opportunity stages and alert staff on WhatsApp.

Supported triggers and actions for Aesthetix CRM and WhatsApp

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
Try it →
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
Note is added in Aesthetix CRM
Triggers the automation when a new note is created
Try it →
Instant
Order form is submitted in Aesthetix CRM
Triggers the automation when a new order is received
Try it →
Instant
Form is submitted in Aesthetix CRM
Triggers the automation when a form is filled
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 →
Create contact in Aesthetix CRM
Adds a new contact to the database
Try it →
Search contact in Aesthetix CRM
Finds and retrieves contact information
Try it →
Update contact in Aesthetix CRM
Updates contact information with new details
Try it →
Add lead to campaign in Aesthetix CRM
Adds a new lead to a marketing campaign for targeted outreach
Try it →
Stop all campaigns for lead in Aesthetix CRM
Stop all active campaigns targeting lead generation
Try it →
Create account in Aesthetix CRM
Generates a new account
Try it →
Create user in Aesthetix CRM
Generates a new user account
Try it →
Create opportunity in Aesthetix CRM
Creates a new instance of the support system
Try it →
Update opportunity in Aesthetix CRM
Updates the opportunity details as needed
Try it →
Search opportunity in Aesthetix CRM
Searches for a opportunity
Try it →
Create task in Aesthetix CRM
Creates a new task
Try it →
Create note in Aesthetix CRM
Creates a new note in the particular format
Try it →
WhatsApp
WhatsApp Triggers & Actions
Instant
Message is received in WhatsApp
Triggers the automation when a new message is received
Try it →
Send message (using template) in WhatsApp
Sends a message using a template
Try it →
Send message in WhatsApp
Delivers a message to a designated recipient
Try it →

What can you automate with Aesthetix CRM + WhatsApp?

Streamline patient management, automate client communications, and keep your practice records synchronised in real time.

What you can automate?
💬
Trigger instant WhatsApp messages from new CRM leads
Send personalised WhatsApp messages the moment a prospect submits a form or books a consultation in Aesthetix CRM. Eliminate manual outreach delays and engage high-intent patients immediately.
📋
Capture every submitted patient enquiry field
Map all custom form fields, consultation preferences, and medical spa service selections directly into your records. Ensure your staff has complete patient details before every consultation call.
🔔
Alert clinic staff the second an appointment is booked
Notify your reception and patient care teams on WhatsApp whenever a new booking or form submission occurs. Keep staff coordinated and prepared for incoming patient visits.
🔀
Route leads based on submitted service categories
Send different WhatsApp template messages depending on whether a lead selects plastic surgery, medical spa treatments, or skincare consultations. Deliver tailored messaging automatically.
🔄
Keep CRM pipelines updated as schedules change
Automatically update opportunity stages and contact records in Aesthetix CRM when appointments are rescheduled, confirmed, or cancelled in connected calendar apps.
🔍
Search and update existing contacts to prevent duplicates
Check for existing records in Aesthetix CRM before creating new entries. Update returning patient profiles with fresh form submissions and keep your database clean.
💳
Handle payment and invoice status changes automatically
Trigger automated WhatsApp notices and CRM updates when patient deposits, consultation fees, or invoice payments succeed or fail across billing tools.
📅
Extend your workflow to Google Calendar and marketing apps
Sync Aesthetix CRM and WhatsApp events with Google Calendar, Stripe, Mailchimp, and other essential tools to build comprehensive clinic automation pipelines.
And much more...

Who is Aesthetix CRM + WhatsApp integration for?

Medical spa managers, plastic surgery coordinators, and patient care teams streamline client communications, eliminate manual data entry, and ensure no lead is ever missed.

Practice managers and clinic directors
Practice managers and clinic directors
Patient care coordinators
Patient care coordinators
Medical spa receptionists
Medical spa receptionists
Plastic surgery practice owners
Plastic surgery practice owners
Sales and marketing teams
Sales and marketing teams
Clinic operations officers
Clinic operations officers
📈
Practice managers and clinic directors
You rely on consultation metrics and lead reports to guide your marketing budget, but manual tracking sheets fall behind real clinic activity, so your conversion numbers are always a few hours late — with this integration, every form submission and booking flows into your dashboard instantly and your data stays current.
⚡
Patient care coordinators
You need to respond to aesthetic consultation inquiries within minutes, but monitoring multiple apps causes delayed follow-ups and lost leads — automating both apps means every new enquiry triggers instant WhatsApp messages and your team engages prospects immediately.
🤝
Medical spa receptionists
You manage busy appointment schedules while greeting patients at the front desk, but manual confirmation messaging leads to missed appointments and empty chairs — connecting these apps means every booking triggers automated reminders and patient attendance stays high.
🏥
Plastic surgery practice owners
Your high-volume advertising campaigns generate hundreds of enquiries weekly that overwhelm manual data entry, resulting in uncontacted prospective patients — integrating these apps means every lead is captured, organised, and messaged without manual effort.
📋
Sales and marketing teams
You depend on upstream lead handoffs to start your outreach sequence, but delayed notifications leave prospective clients waiting hours for a response — this integration means every CRM stage change instantly alerts your team to take action.
🔍
Clinic operations officers
You require complete audit trails of patient communications and appointment history, but fragmented tools create gaps in your records — automating both apps means every interaction is logged accurately and your client history remains complete.
Try This Integration – No Code Neededarrow right
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 + WhatsApp

Build and manage your Aesthetix CRM + WhatsApp 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 + WhatsApp 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
Connect Aesthetix CRM + WhatsApp Now arrow right
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
See Pricingarrow right

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

▲ 2000+
Connect Aesthetix CRM + WhatsApp Now arrow right
In Just 1 Click!
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Aesthetix CRM to WhatsApp?
Frequently Asked Questions
Connecting Aesthetix CRM to WhatsApp is simple with Integrately. Use ready templates or build workflows combining Google Calendar, Facebook Lead Ads, and Mailchimp in minutes.
Can I send automated WhatsApp messages when a form is submitted in Aesthetix CRM?
Frequently Asked Questions
Can I connect Aesthetix CRM, WhatsApp, and Google Calendar?
Frequently Asked Questions
What is a good Zapier alternative for Aesthetix CRM and WhatsApp?
Frequently Asked Questions
How does Aesthetix CRM handle contact updates during automation?
Frequently Asked Questions
Can I use WhatsApp message templates in my automated workflows?
Frequently Asked Questions
Do I need coding skills to set up Aesthetix CRM and WhatsApp integrations?
Frequently Asked Questions
Is the Aesthetix CRM and WhatsApp 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 WhatsApp With 1500+ Other Apps

Aesthetix CRM
Popular Aesthetix CRM Integrations
Connect Aesthetix CRM with CRMs, email marketing tools, and form builders to manage and follow up on your aesthetic practice leads.
See All
Aesthetix CRM Integrations arrow right
No popular apps found
WhatsApp
Popular WhatsApp Integrations
Sync WhatsApp with customer support platforms, messaging apps, and notification tools to keep patient communications flowing.
See All
WhatsApp Integrations arrow right
No popular apps found