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Aisle Planner + Gmail

Send email via Gmail when new leads surface in Aisle Planner

This workflow starts when you get a new lead in Aisle Planner, then instantly sends an email through your Gmail account. This ensures immediate communication so you stay on top of your event planning business. Foster strong relationships with potential clients by being prompt, strategic, and efficient.

This workflow starts when you get a new lead in Aisle Planner, then instantly sends an email through your Gmail account. This ensures immediate communication so you stay on top of your event planning business. Foster strong relationships with potential clients by being prompt, strategic, and efficient.

  1. When this happens...
    Aisle PlannerAisle Planner
    New Lead

    Trigger when a new lead is created.

    TriggerScheduled
  2. automatically do this!
    GmailGmail
    Send Email

    Triggers when a new e-mail appears in the specified mailbox.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Aisle Planner triggers, actions, and search

    New Lead

    Trigger when a new lead is created.

    Trigger
    Scheduled
    Try It
    • Contact 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

    Action
    Write
    • Label/Mailbox

    • Search String

    Trigger
    Scheduled
    Try It
    • Project nameRequired

    • Project templateRequired

    • Event location city

    • Event location state

    • TimezoneRequired

    • Project Date FormatRequired

    • Project dateRequired

    • Estimated guest count

    • Budget currencyRequired

    • Estimated budget

    Action
    Write
    • 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

    Action
    Write
aisle-planner logo
aisle-planner logo

About Aisle Planner

Aisle Planner started with the idea that there was a better way to plan weddings - that wedding professionals could have all of the wedding planning and client management tools they need, all in one reliable place. With everything from lead management and booking tools to checklists, day-of timelines and a guest manager, Aisle Planner has what wedding industry pros need to book clients quickly and manage the million and one details that come with the job.
Learn more

Related categories

  • Project Management
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