ActiveCampaign + Aisle Planner
Manage new Aisle Planner leads by creating or updating contacts in ActiveCampaign
Streamline your lead management process with this efficient workflow. Whenever you get a new lead in Aisle Planner, it will instantly create or update a contact in ActiveCampaign. This automation ensures that all of your leads are promptly captured and efficiently managed, reducing manual data entry and saving you valuable time. Use this workflow to keep your contact list updated and never miss a potential customer.
Streamline your lead management process with this efficient workflow. Whenever you get a new lead in Aisle Planner, it will instantly create or update a contact in ActiveCampaign. This automation ensures that all of your leads are promptly captured and efficiently managed, reducing manual data entry and saving you valuable time. Use this workflow to keep your contact list updated and never miss a potential customer.
- When this happens...New Lead
Trigger when a new lead is created.
- automatically do this!Create or Update Contact
Creates a new contact, or updates an existing contact.
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New 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
Custom ObjectRequired
Trigger EventsRequired
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Project
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
Custom ObjectRequired
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