123FormBuilder + Aisle Planner
Create leads in Aisle Planner when new forms are submitted in 123FormBuilder
Efficiently gather and manage leads from your 123FormBuilder submissions by connecting it to Aisle Planner. With this workflow, whenever a new form is submitted on 123FormBuilder, a lead will be created in Aisle Planner, ensuring that you never miss out on potential clients. Save time and streamline your lead management process by automating the transfer of information between the two platforms.
Efficiently gather and manage leads from your 123FormBuilder submissions by connecting it to Aisle Planner. With this workflow, whenever a new form is submitted on 123FormBuilder, a lead will be created in Aisle Planner, ensuring that you never miss out on potential clients. Save time and streamline your lead management process by automating the transfer of information between the two platforms.
- When this happens...New Form
Triggers when a new form is added to your account.
- automatically do this!Create Lead
Creates a new lead.
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New Form
Triggers when a new form is added to your account.
Try ItNew Lead
Trigger when a new lead is created.
Try ItPayment Paid
Trigger when a new payment is made.
Try ItContact first nameRequired
Contact last nameRequired
Contact company name
Role
Venue name
Contact primary email
Contact primary phone
Contact primary website
Contact address line 1
Contact address line 2
Contact city
Contact state
Contact postcode
Contact country
Event location city
Event location state
Project name
Project typeRequired
Estimated guest count
Budget currencyRequired
Estimated budget
Project Date Format
Project date
Lead source
Service type
Lead status
Notes
FormRequired
Try ItProject
Trigger when a new project is created.
Try ItProject nameRequired
Project templateRequired
Event location city
Event location state
TimezoneRequired
Project Date FormatRequired
Project dateRequired
Estimated guest count
Budget currencyRequired
Estimated budget
Project templateRequired
Event location city
Event location state
TimezoneRequired
Project Date FormatRequired
Project dateRequired
Estimated guest count
Budget currencyRequired
Estimated budget
Project party role 1Required
Project party firstname 1Required
Project party lastname 1Required
Project party role 2Required
Project party firstname 2Required
Project party lastname 2Required
