Aesthetic Record EMR + LeadConnector
Aesthetic Record EMR + LeadConnector
Aesthetic Record EMR + LeadConnector integrations
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.
- When this happens...New PatientTriggers when a new patient/client is added to Aesthetic Record.
- automatically do this!Add Lead to WorkflowAdds a lead to an existing workflow.
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More things you can do with Aesthetic Record EMR and LeadConnector
Discover other triggers and actions you can use with Aesthetic Record EMR and LeadConnector
- New Invoice
Triggers when a new invoice is generated in Aesthetic Record.
Try ItTriggerPolling - In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- First 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
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite
- New Patient
Triggers when a new patient/client is added to Aesthetic Record.
Try ItTriggerPolling - First 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
ActionWrite- Workflow IDRequired
- 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)
ActionWrite- 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
ActionWrite
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About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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Related Zap Templates
- Create and update LeadConnector contacts from new Aesthetic Record EMR patients
- Create opportunities in LeadConnector for new patients in Aesthetic Record EMR
- Add or update LeadConnector contacts when new invoices are processed in Aesthetic Record EMR
- Add new Aesthetic Record EMR invoices to LeadConnector as updated opportunities