Aisle Planner + Teamleader Focus

Create leads in Aisle Planner for new contacts in Teamleader Focus

Effortlessly grow your event planning business with this Teamleader Focus and Aisle Planner workflow. When a new contact is added in Teamleader Focus, it instantly creates a lead in Aisle Planner, making it easier than ever to manage your contacts and leads across both platforms. Expand your client base and keep your sales pipeline organized with this seamless automation.

When this happens...
New ContactTriggers when a new contact is added.
TriggerInstant
automatically do this!
Create LeadCreates a new lead.
ActionWrite

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More things you can do with Teamleader Focus and Aisle Planner

Discover other triggers and actions you can use with Teamleader Focus and Aisle Planner

New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is added.
Trigger
Instant
Try It
Deal Accepted
Triggers when a deal is accepted.
Trigger
Instant
Try It
- First name
- Last name
  Required
- Salutation
- Primary
- Telephone
- Mobile
- Fax
- Website
- Street
- Zip code
- City
- Country
- Street
- Zip code
- City
- Country
- Addressee
- Street
- Zip code
- City
- Country
- Addressee
- Language
- Gender
- Birthdate
- Iban
- Bic
- Remarks
- Tags
- Custom_fields
- Marketing mails consent
Action
Write
- Copy_invoicee
- Customer Type
  Required
- For Attention Of
- Department
  Required
- Payment Term
  Required
- Copy_currency
- Currency Code
- Currency Exchange Rate
- Section Title
  Required
- Copy_line_items
- Quantity
  Required
- Description
  Required
- Extended Description
- Unit Price Amount (Excluding Tax)
  Required
- Tax Rate
  Required
- Unit Of Measure
- Product
- Product Category
- Withholding Tax Rate
- Line Discount Value (Percentage)
- Project
- Purchase Order Number
- Invoice Date
- Delivery Date
- Note
- Document Template
- Invoice Discount Value (Percentage)
- Invoice Discount Description
- Expected Payment Method
- Expected Payment Reference
Action
Write

- Id
  Required
Action
Search
New Lead
Trigger when a new lead is created.
Trigger
Polling
Try It

Payment Paid
Trigger when a new payment is made.
Trigger
Polling
Try It
- 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

New Company
Triggers when a new Company is added.
Trigger
Instant
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Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
Try It
- Company name
  Required
- Business Type
- VAT number
- Local business number
- Primary
- Invoicing
- Telephone
- Fax
- Website
- Street
- Zip code
- City
- Country
- Street
- Zip code
- City
- Country
- Addressee
- Street
- Zip code
- City
- Country
- Addressee
- Street
- Zip code
- City
- Country
- Addressee
- Iban
- Bic
- Language
- Responsible user
- Remarks
- Tags
- Custom_fields
- Marketing_mails_consent
Action
Write
- Title
  Required
- Summary
- Customer Type
  Required
- Customer Id
  Required
- Contact Person
- Source
- Department
- Responsible User
- Phase
- Estimated Value Amount
- Estimated Value Currency
- Estimated Probability
- Estimated_closing_date
- Custom_fields
Action
Write
- Contact
  Required
- Company
  Required
- Position
- Decision maker
Action
Write
- Id
  Required
Action
Search
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 Teamleader Focus

Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool that helps businesses work smarter.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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