Lofty + Stan
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.
- Free forever for core features
- 14 day trial for premium features & apps
Product (optional)
Try ItNew Membership
Triggers when a customer purchases a recurring membership.
Try ItSegmentRequired
Try ItNew Transaction
New transaction trigger
Try It
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 ItPipelineRequired
Try ItNew Lead
Triggers when a new lead is assigned to you. Does not work for lender-type accounts.
Try It
