Aisle Planner + HoneyBook

Aisle Planner + HoneyBook integrations

Create new Aisle Planner leads from newly booked HoneyBook projects

Automate your project bookings between HoneyBook and Aisle Planner to minimize manual input and maximize productivity. When a new project gets booked via HoneyBook, the same project will also be reserved on Aisle Planner, allowing you to concentrate more on strategic planning and client interaction. With this workflow, you streamline your booking procedures and save valuable time, boosting your efficiency and alleviating the risk of data entry errors.

When this happens...
New Project BookedTriggers when a project is booked (an agreement/proposal signed or retainer paid).
TriggerInstant
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Create LeadCreates a new lead.
ActionWrite

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More things you can do with HoneyBook and Aisle Planner

Discover other triggers and actions you can use with HoneyBook and Aisle Planner

Client Created
Triggers when a new client is created in HoneyBook.
Trigger
Instant
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- Note
Trigger
Instant
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New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Trigger
Instant
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- Client Full Name
  Required
- Client Email
  Required
- Phone Number
- Project Type
- Project Date
- Project Details
- Project Budget
Action
Write
New Lead
Trigger when a new lead is created.
Trigger
Polling
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Payment Paid
Trigger when a new payment is made.
Trigger
Polling
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- Contact first name
  Required
- Contact last name
  Required
- 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 type
  Required
- Estimated guest count
- Budget currency
  Required
- Estimated budget
- Project Date Format
- Project date
- Lead source
- Service type
- Lead status
- Notes
Action
Write

Meeting Scheduled
Trigger when a meeting is scheduled or changed
Trigger
Instant
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New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
Trigger
Instant
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Project Stage Changed
Triggers when a project manually or automatically changes its stage.
Trigger
Instant
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- Full Name
  Required
- Email
  Required
- Address
- Phone Number
Action
Write
Project
Trigger when a new project is created.
Trigger
Polling
Try It
- Project name
  Required
- Project template
  Required
- Event location city
- Event location state
- Timezone
  Required
- Project Date Format
  Required
- Project date
  Required
- Estimated guest count
- Budget currency
  Required
- Estimated budget
Action
Write
- Project template
  Required
- Event location city
- Event location state
- Timezone
  Required
- Project Date Format
  Required
- Project date
  Required
- Estimated guest count
- Budget currency
  Required
- Estimated budget
- Project party role 1
  Required
- Project party firstname 1
  Required
- Project party lastname 1
  Required
- Project party role 2
  Required
- Project party firstname 2
  Required
- Project party lastname 2
  Required
Action
Write

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.

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Related categories

Project Management

About HoneyBook

HoneyBook is the leading client-flow platform independent businesses use to showcase services, book clients, manage projects, and get paid.

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Related categories

CRM (Customer Relationship Management)

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