3 ways to automate Stan with Zapier

Since its launch in 2020, Stan has quickly become a top platform for creators to monetize their content. And for good reason. The platform makes selling digital products, courses, and coaching sessions incredibly easy from your link-in-bio. 

But setting up a Stan storefront is only the beginning. For your business to thrive, you need a way to track where customers are coming from, organize their information in a database, and stay in touch so you can create recurring revenue. Unfortunately, all those things sometimes need to happen across various tools.

Thankfully, you can use automation to streamline your Stan business operations without juggling multiple apps that slow you down. Zapier's automated workflows—we call them Zaps—let you connect Stan to the other business critical tools you use every day. That way, you can add customers to your CRM, send emails, and manage customer records—all automatically. Here's how. 

Skip ahead

• Connect Stan to your email marketing tool

• Add customers to your CRM

• Track customers in a spreadsheet

Connect Stan to your email marketing tool

Businesses of all sizes still use email marketing because it consistently delivers results. But if you find yourself struggling to set up a system for communicating with your Stan customers, you'll appreciate how automation streamlines the process.

Add new customers to an email list

Your relationship with customers shouldn't end after their initial purchase on Stan—it's wise to funnel them into your email list for further communication. With customers in your list, you can engage them with targeted outreach, convert them into brand advocates, and expand your business beyond Stan. 

The only thing is, manually exporting each customer's email from Stan into your email marketing tool isn't scalable if your store receives a high volume of visitors. Automating the process ensures each customer's email is captured accurately and without delay.

With these Zaps, you can instantly add new Stan customers to your mailing list whenever they make a purchase. If a customer already exists in your list, the workflow can update their record with new information. These Zaps can even tag customers as they enter your list based on their interaction with your store. That way, you can keep your email list organized and accurate without wasting time on manual data entry.

Automatically send personalized emails

As soon as customers join your list, your next move is to welcome them with a warm, personalized message. Instead of sending that initial email by hand, consider automating it. Just create your welcome message and set up this workflow to trigger whenever a customer signs up from Stan. Then, you can rest assured that no new customer will go unnoticed.

Add customers to your CRM

Once a customer enters your funnel from Stan, you want to track their interactions, preferences, and behavior to gain insights for further nurturing. To do this effectively, you need a customer relationship management (CRM) system. 

CRMs let you store and manage customer data in one organized and accessible place. But because customer information is constantly changing, your CRM needs to be updated regularly to stay accurate and useful. While you can schedule time to manage your CRM manually, that process is inefficient and prone to errors. A better approach is to automate the process. 

With these Zaps, every new customer from Stan will be added to your CRM automatically. By keeping your CRM up to date with automation, you'll always have the data you need to build lasting relationships with your customers.

Track customers in a spreadsheet

Similarly, spreadsheets are a great option for organizing and storing customer data, especially if you want to share that data with teams that don't have access to your more specialized (and expensive!) tools, like your CRM. Spreadsheets also make it easy to slice and dice data in a variety of ways or collect data from a variety of sources. Plus, they're cost-effective for small businesses with limited resources. 

Use one of these Zaps to automatically store your customer information in a spreadsheet.

Power your creator business with Stan and Zapier

The creator economy is here to stay, and tools like Stan are invaluable for building a sustainable business. When you let automation handle your day-to-day business operations, you'll free up time to focus on doing what makes your business thrive—content creation.

This is just the start of what you can do with Stan and Zapier. What will you automate first?