Aisle Planner + LeadConnector

Create new leads in Aisle Planner when pipeline stages change in LeadConnector

Enhance your sales process efficiency with this dynamic workflow. When a pipeline stage alters in the LeadConnector app, this automation will promptly create a new lead in the Aisle Planner app. This seamless linking between your sales pipeline and planning tool will ensure timely updates and response to potential clients, thus aiding in enhanced lead management and conversion.

Enhance your sales process efficiency with this dynamic workflow. When a pipeline stage alters in the LeadConnector app, this automation will promptly create a new lead in the Aisle Planner app. This seamless linking between your sales pipeline and planning tool will ensure timely updates and response to potential clients, thus aiding in enhanced lead management and conversion.

  1. When this happens...
    LeadConnectorLeadConnector
    Pipeline Stage Changed

    Triggers when the pipeline stage was updated for an opportunity.

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

    Creates a new lead.

    ActionWrite
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Supported triggers and actions

    • First Name

    • Last Name

    • Full Name

    • Phone Number

    • Email

    • Address

    • City

    • State

    • Postal Code

    • Tags (comma delimited string for multiple tags)

    • Source

    • Mark as LeadRequired

    • Notes

    • Business Name

    • Country

    • Date of Birth

    Action
    Write
    • Workflow IDRequired

    • First Name

    • Last Name

    • Full Name

    • Phone Number

    • Email

    • Address

    • City

    • State

    • Postal Code

    • Tags (comma delimited string for multiple tags)

    • Source

    • Lead Source

    • Notes

    • Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)

    Action
    Write
    • Assign to User

    • Task TitleRequired

    • Task DescriptionRequired

    • Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)

    • First Name

    • Last Name

    • Contact Phone

    • Contact Email

    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
leadconnector logo
leadconnector logo

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
Learn more

Related categories

  • Marketing Automation

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