Aisle Planner + Gravity Forms
Create new Aisle Planner leads from Gravity Forms submissions
Easily transfer your Gravity Forms submissions to Aisle Planner and streamline your lead management process with this efficient workflow. When a new submission is received in Gravity Forms, a lead will be created in Aisle Planner, saving you time and ensuring all your potential clients are organized and accessible in one place. Enhance your lead management and never miss a potential client again.
Easily transfer your Gravity Forms submissions to Aisle Planner and streamline your lead management process with this efficient workflow. When a new submission is received in Gravity Forms, a lead will be created in Aisle Planner, saving you time and ensuring all your potential clients are organized and accessible in one place. Enhance your lead management and never miss a potential client again.
- When this happens...Form Submission
Triggers when the specified form is submitted.
- automatically do this!Create Lead
Creates a new lead.
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FormRequired
Use Admin Field Labels?
Try ItFormRequired
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
FormRequired
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
