Aisle Planner + Squarespace Forms

Create new Aisle Planner leads from new Squarespace Forms form submissions

Boost your lead generation efforts with this workflow. Whenever a new form submission is received on your Squarespace Forms website, it immediately creates a lead in your Aisle Planner, ensuring no potential client slips through the cracks. It's a practical solution for wedding planners, event organizers, and professionals in similar industries to manage potential customers effortlessly.

When this happens...
New Form Submission
Triggers when form submission is submitted.
TriggerInstant
automatically do this!
Create Lead
Creates a new lead.
ActionWrite

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Supported triggers and actions

- FormRequired
Trigger
Instant
Try It
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 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
Action
Write

- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Project
Trigger when a new project is created.
Trigger
Polling
Try It
- Project nameRequired
- Project templateRequired
- Event location city
- Event location state
- TimezoneRequired
- Project Date FormatRequired
- Project dateRequired
- Estimated guest count
- Budget currencyRequired
- Estimated budget
Action
Write
- 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
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.

Learn more