Aisle Planner + Wave
Create new Wave customers from new leads in Aisle Planner
Manage your business leads more effectively with this streamlined process. As soon as a new lead emerges in Aisle Planner, it immediately creates a customer in Wave. This means you can reduce manual tasks and devote more time to delivering top-notch services, while your backend operations continue to function efficiently.
Manage your business leads more effectively with this streamlined process. As soon as a new lead emerges in Aisle Planner, it immediately creates a customer in Wave. This means you can reduce manual tasks and devote more time to delivering top-notch services, while your backend operations continue to function efficiently.
- When this happens...New Lead
Trigger when a new lead is created.
- automatically do this!Create Customer
Creates a customer in a business that you choose.
- Free forever for core features
- 14 day trial for premium features & apps
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
BusinessRequired
Try It
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
BusinessRequired
Try It
