Send emails in Microsoft Outlook for new leads in Aisle Planner
Start streamlining your lead management with this efficient workflow. Whenever a new lead appears in Aisle Planner, a customized email will be promptly dispatched from your Microsoft Outlook account. This ensures you respond timely to potential clients, helping to boost your conversion rates with improved responsiveness. This workflow grants a simple solution to maintaining active engagement without manual monitoring.
Start streamlining your lead management with this efficient workflow. Whenever a new lead appears in Aisle Planner, a customized email will be promptly dispatched from your Microsoft Outlook account. This ensures you respond timely to potential clients, helping to boost your conversion rates with improved responsiveness. This workflow grants a simple solution to maintaining active engagement without manual monitoring.
- When this happens...New Lead
Trigger when a new lead is created.
- automatically do this!Send Email
Send an email from your Outlook account.
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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
Calendar
Time BeforeRequired
Time Before (Unit)Required
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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
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
Parent FolderRequired
Child Folder
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