Aisle Planner + Microsoft Outlook
Create new Microsoft Outlook contacts from new leads in Aisle Planner
Stay organized and efficient with this workflow that eases transitioning new leads from Aisle Planner to Microsoft Outlook. As soon as a new lead pops up in Aisle Planner, the workflow instantly adds a contact entry in your Microsoft Outlook account. It frees you from the hassle of manual data entry, ensuring seamless information transfer between the two platforms. Keep your focus on nurturing those leads, let this intuitive workflow do the heavy lifting for you.
Stay organized and efficient with this workflow that eases transitioning new leads from Aisle Planner to Microsoft Outlook. As soon as a new lead pops up in Aisle Planner, the workflow instantly adds a contact entry in your Microsoft Outlook account. It frees you from the hassle of manual data entry, ensuring seamless information transfer between the two platforms. Keep your focus on nurturing those leads, let this intuitive workflow do the heavy lifting for you.
- When this happens...New Lead
Trigger when a new lead is created.
- automatically do this!Create Contact
Creates a new contact.
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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
Cancelled Calendar Event
Triggers when an event is cancelled.
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