Integrations Crystal Ball Aisle Planner
Crystal Ball + Aisle Planner

Connect Crystal Ball and Aisle Planner to Build Intelligent Automations

Choose a Trigger

Crystal Ball

When this happens...

Choose an Action

Aisle Planner

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Enable Integrations or automations with these events of Crystal Ball and Aisle Planner

Enable Integrations or automations with these events of Crystal Ball and Aisle Planner

Actions

List Annotations

List Annotations

List of all available Annotations in the cluster.

Create Annotation in Crystal Ball

Create Annotation in Crystal Ball

Add an annotation in your account for an event.

Delete Annotation

Delete Annotation

Delete an annotation in your account for an event.

Change Annotation

Change Annotation

Change an annotation in your account for an event.

Request a new Action for Crystal Ball

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Frequently Asked Questions

How do I start an integration between Crystal Ball and Aisle Planner?

To start, connect both your Crystal Ball and Aisle Planner accounts to viaSocket. Once connected, you can set up a workflow where an event in Crystal Ball triggers actions in Aisle Planner (or vice versa).

Can we customize how data from Crystal Ball is recorded in Aisle Planner?

Absolutely. You can customize how Crystal Ball data is recorded in Aisle Planner. This includes choosing which data fields go into which fields of Aisle Planner, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Crystal Ball and Aisle Planner?

The data sync between Crystal Ball and Aisle Planner typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Crystal Ball to Aisle Planner?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Crystal Ball and Aisle Planner?

Yes, you can set conditional logic to control the flow of data between Crystal Ball and Aisle Planner. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Crystal Ball

About Crystal Ball

Crystal Ball is a comprehensive business intelligence and analytics platform designed to provide insights and predictive analytics for businesses. It helps organizations make data-driven decisions by offering tools for data visualization, reporting, and forecasting.

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Aisle Planner

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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