Brivity + Stan
Brivity + Stan
Create new Brivity leads from new customers in Stan
Boost your customer relationship management with this seamless workflow. When you acquire a new customer in the Stan app, instantly create a lead in the Brivity app, ensuring you always have the most updated customer data. This workflow streamlines your process, leaving you more time to focus on nurturing and expanding your customer relationships.
- When this happens...New CustomerTriggers 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 LeadCreates a new lead.
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- 14 day trial for premium features & apps
More things you can do with Stan and Brivity
Discover other triggers and actions you can use with Stan and Brivity
- Product (optional)
Try ItTriggerPolling- New Membership
Triggers when a customer purchases a recurring membership.
Try ItTriggerPolling - New Lead
Triggers when a new lead is created.
Try ItTriggerInstant - Update Lead
Triggers when a lead is updated.
Try ItTriggerInstant
- Cancelled Membership
Triggers when a customer's cancelled membership expires.
Try ItTriggerPolling - Pre-Cancellation Membership
Triggers when a customer cancels their subscription, and before it expires at the end of the billing period.
Try ItTriggerInstant - New Timeline Event
Triggers when a Timeline event is posted. Experimental. Limited Events are supported:
Try ItTriggerInstant - Primary Agent ID
- Lead Intent
- First Name
- Last Name
- Email Address
- Phone Number
- Company
- Job Title
- Street Address
- City
- Locality
- Postal Code
- Country
- Description
- Tags
ActionWrite
