Aesthetic Record EMR + LeadConnector
Create and update LeadConnector contacts from new Aesthetic Record EMR patients
Effortlessly maintain and update your contacts with this seamless workflow between the Aesthetic Record EMR app and LeadConnector. When a new patient is added to your Aesthetic Record EMR, their information is automatically sent over to LeadConnector to create or update a corresponding contact. This integration keeps your contact database current, streamlining your communication processes with minimal manual intervention.
Effortlessly maintain and update your contacts with this seamless workflow between the Aesthetic Record EMR app and LeadConnector. When a new patient is added to your Aesthetic Record EMR, their information is automatically sent over to LeadConnector to create or update a corresponding contact. This integration keeps your contact database current, streamlining your communication processes with minimal manual intervention.
- When this happens...New Patient
Triggers when a new patient/client is added to Aesthetic Record.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New Invoice
Triggers when a new invoice is generated in Aesthetic Record.
Try ItIn PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
New Patient
Triggers when a new patient/client is added to Aesthetic Record.
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date Of Birth
CampaignRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
