Aesthetic Record EMR + LeadConnector
Create opportunities in LeadConnector for new patients in Aesthetic Record EMR
Effortlessly manage new patient opportunities with this seamless workflow between Aesthetic Record EMR and LeadConnector. Whenever a new patient is added in Aesthetic Record EMR, an opportunity will be created or updated in LeadConnector, making it simple to track and nurture leads without any manual data entry. Maintain an organized and efficient sales pipeline while prioritizing patient care.
Effortlessly manage new patient opportunities with this seamless workflow between Aesthetic Record EMR and LeadConnector. Whenever a new patient is added in Aesthetic Record EMR, an opportunity will be created or updated in LeadConnector, making it simple to track and nurture leads without any manual data entry. Maintain an organized and efficient sales pipeline while prioritizing patient care.
- When this happens...New Patient
Triggers when a new patient/client is added to Aesthetic Record.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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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
