Aisle Planner + NetSuite
Create new NetSuite records for every new lead from Aisle Planner
Streamline your lead management process with this efficient workflow. Whenever a new lead shows up in your Aisle Planner, it creates a comprehensive record in your NetSuite immediately. This way, you can seamlessly connect your event planning tool with your business management software, saving valuable time and ensuring all your lead data is systematically cataloged for future reference. Reduce manual entry and boost productivity by integrating your Aisle Planner with NetSuite.
Streamline your lead management process with this efficient workflow. Whenever a new lead shows up in your Aisle Planner, it creates a comprehensive record in your NetSuite immediately. This way, you can seamlessly connect your event planning tool with your business management software, saving valuable time and ensuring all your lead data is systematically cataloged for future reference. Reduce manual entry and boost productivity by integrating your Aisle Planner with NetSuite.
- When this happens...New Lead
Trigger when a new lead is created.
- automatically do this!Create Record
Creates a new record. Supports standard and custom records.
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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
Record TypeRequired
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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
Standard or Custom Record Type?Required
Select a Saved SearchRequired
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