Add new Stan customers to a LeadConnector campaign as leads immediately
This workflow springs into action when a new customer is added in the Stan app. It instantly connects with LeadConnector, capturing the valuable customer information and placing it as a lead in your specified campaign. This seamless connection between Stan and LeadConnector ensures you never miss out on potential sales opportunities, turning new interactions into profitable connections rapidly.
This workflow springs into action when a new customer is added in the Stan app. It instantly connects with LeadConnector, capturing the valuable customer information and placing it as a lead in your specified campaign. This seamless connection between Stan and LeadConnector ensures you never miss out on potential sales opportunities, turning new interactions into profitable connections rapidly.
- When this happens...New Customer
Triggers when a customer has purchased something from you or signed up as a lead. Filter based on product to get more granular information.
- automatically do this!Add Lead to Campaign
Adds a lead to an existing campaign.
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Product (optional)
Try ItNew Membership
Triggers when a customer purchases a recurring membership.
Try ItIn PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Cancelled Membership
Triggers when a customer's cancelled membership expires.
Try ItPre-Cancellation Membership
Triggers when a customer cancels their subscription, and before it expires at the end of the billing period.
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Campaign IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)