Create leads in Lofty from new customers in Stan
Streamline your lead generation process with this handy workflow. When you secure a new customer on the Stan app, it instantly creates a lead in your Lofty app. This seamless process ensures you never miss out on potential business opportunities, making your client management more efficient and effective.
Streamline your lead generation process with this handy workflow. When you secure a new customer on the Stan app, it instantly creates a lead in your Lofty app. This seamless process ensures you never miss out on potential business opportunities, making your client management more efficient and effective.
- 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!Create Lead
Creates a new lead.
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