Connect Aesthetic Record EMR and HubSpot to unlock the power of automation
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Set up your first integration
Quickly connect Aesthetic Record EMR to HubSpot with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Aesthetic Record EMR with HubSpot - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Invoice" from Aesthetic Record EMR.
Add your action
An action happens after the trigger—such as "Add Contact to List" in HubSpot.
You’re connected!
Zapier seamlessly connects Aesthetic Record EMR and HubSpot, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Invoice
Triggers when a new invoice is generated in Aesthetic Record.
Try ItTriggerPolling - Note
- Additional properties to retrieve
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- Additional properties to retrieve
Try ItTriggerPolling- Note
- Additional properties to retrieve
Try ItTriggerPolling
- New Patient
Triggers when a new patient/client is added to Aesthetic Record.
Try ItTriggerPolling - Note
- Additional properties to retrieve
Try ItTriggerPolling- Note
- Additional properties to retrieve
Try ItTriggerPolling- Note
- Additional properties to retrieve
Try ItTriggerPolling
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Practical ways you can use Aesthetic Record EMR and HubSpot
Track new patients as HubSpot contacts
When a new patient is added to Aesthetic Record EMR, Zapier automatically creates a corresponding contact in HubSpot. This workflow ensures all patient data is organized and trackable in your CRM, enabling smoother communication and engagement strategies.
Business OwnerHubSpot ticket creation for new invoices
When a new invoice is generated in Aesthetic Record EMR, Zapier creates a support ticket in HubSpot. This process ensures your support team is always informed about recent transactions and can proactively address any potential issues, enhancing customer satisfaction.
Customer Support OpsNotify marketing about new patient leads
When a new patient is added to Aesthetic Record EMR, Zapier sends a notification to the marketing team via Slack. This keeps your team informed in real time, enabling prompt follow-up campaigns and improving lead conversion rates.
Marketing & Marketing OpsLearn how to automate HubSpot on the Zapier blog
Frequently Asked Questions about Aesthetic Record EMR + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Aesthetic Record EMR and HubSpot
How does the integration between Aesthetic Record EMR and HubSpot work?
The integration between Aesthetic Record EMR and HubSpot is implemented through a connection that allows the platforms to automate data transfer. By using specific triggers such as 'New Appointment' or 'Patient Registered' within Aesthetic Record, we can set off actions like 'Create or Update Contact' in HubSpot, streamlining your workflow.
What types of triggers are available when integrating Aesthetic Record with HubSpot?
When integrating with Aesthetic Record EMR and HubSpot, you can use triggers like 'New Appointment', 'Updated Patient Information', or 'New Invoice Sent'. These triggers allow us to perform corresponding actions in HubSpot, such as creating deals or adding new contacts.
What actions can be automated in HubSpot through this integration?
Through this integration, you can automate actions in HubSpot such as creating new contacts when a patient registers on Aesthetic Record, updating contact information when patient details change, and logging invoices as deals.
Can I customize the data fields that are transferred between the two systems?
Yes, you can customize which data fields are transferred between Aesthetic Record EMR and HubSpot. During setup, our system lets you map specific fields like patient name, contact details, appointment type, etc., ensuring your critical information syncs correctly.
How frequently is data synced between Aesthetic Record EMR and HubSpot?
Data sync frequency depends on the trigger configurations. Typically, data is synced in near real-time whenever a trigger event occurs in Aesthetic Record EMR, causing an immediate action in HubSpot.
Is it possible to test the integration before fully implementing it?
Absolutely! We offer a testing feature that allows you to simulate the integration process. You can create test records in Aesthetic Record to see how those records get processed and appear in HubSpot.
What should I do if there's an error during the data transfer process?
In case of an error during data transfer between Aesthetic Record EMR and HubSpot, we recommend checking our troubleshooting guide for common issues or contacting our support team for assistance to resolve specific problems quickly.
