Aisle Planner + Mojo integrations
Update Aisle Planner leads when contacts are updated in Mojo
Keep your event planning business organized and up-to-date with this workflow that connects Mojo to Aisle Planner. When a contact is updated in Mojo, the relevant information automatically gets updated in Aisle Planner, ensuring you stay on top of potential clients. Save time and effort by eliminating manual data entry and enhancing organization with this seamless automation.
- When this happens...Contact UpdatedTriggers when a contact is updated. Specifically when a basic field (like name, address, etc), misc field (Listing Status, etc), note or information field (Last Call Result, etc) is changed in Mojo.
- automatically do this!Create LeadCreates a new lead.
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More things you can do with Mojo and Aisle Planner
Discover other triggers and actions you can use with Mojo and Aisle Planner
- GroupRequired
- Note
Try ItTriggerInstant- GroupRequired
- Note
Try ItTriggerInstant- New Note
Triggers when a new note is created in Mojo (through the contact screen only).
Try ItTriggerInstant
- Notice
- Activity Types
Try ItTriggerInstant- Note Updated
Triggers when a note is updated in Mojo.
Try ItTriggerInstant
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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Mojo is a Real Estate prospecting solution which includes an easy to use CRM, Power Dialer and Real Estate lead service.
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