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Aisle Planner + Interact

Create new Aisle Planner leads from Interact leads

Effortlessly manage your new leads from Interact by setting up this automation to create leads in Aisle Planner. With this workflow, every time a new lead is added in Interact, a corresponding lead will be generated in Aisle Planner, saving you time and ensuring a seamless transition between the two platforms. Simplify your lead management process and keep your focus on delivering exceptional services to your clients.

Effortlessly manage your new leads from Interact by setting up this automation to create leads in Aisle Planner. With this workflow, every time a new lead is added in Interact, a corresponding lead will be generated in Aisle Planner, saving you time and ensuring a seamless transition between the two platforms. Simplify your lead management process and keep your focus on delivering exceptional services to your clients.

  1. When this happens...
    InteractInteract
    New Lead

    Triggers when a new lead is collected from quiz.

    TriggerInstant
  2. automatically do this!
    Aisle PlannerAisle Planner
    Create Lead

    Creates a new lead.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • QuizRequired

    Trigger
    Instant
    Try It
  • Aisle Planner triggers, actions, and search

    Project

    Trigger when a new project is created.

    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
interact logo
interact logo

About Interact

Create quizzes to generate leads with Interact. Send those leads directly into your marketing automation or CRM platform.
Learn moreHelp

Related categories

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier