Aesthetic Record EMR + LeadConnector
Add new Aesthetic Record EMR patients to LeadConnector campaigns instantly
Streamline your aesthetics practice with this convenient workflow. When a new patient is registered in the Aesthetic Record EMR app, it will instantly add them as a lead to a selected campaign in the LeadConnector app. It's a simple, hands-off way to ensure you're always staying in touch with your patients and informing them about the value your practice offers.
Streamline your aesthetics practice with this convenient workflow. When a new patient is registered in the Aesthetic Record EMR app, it will instantly add them as a lead to a selected campaign in the LeadConnector app. It's a simple, hands-off way to ensure you're always staying in touch with your patients and informing them about the value your practice offers.
- When this happens...New Patient
Triggers when a new patient/client is added to Aesthetic Record.
- automatically do this!Add Lead to Campaign
Adds a lead to an existing campaign.
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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
