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.
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 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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Product (optional)
Try ItNew Membership
Triggers when a customer purchases a recurring membership.
Try ItNew Lead
Triggers when a new lead is created.
Try ItUpdate Lead
Triggers when a lead is updated.
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 ItNew Timeline Event
Triggers when a Timeline event is posted. Experimental. Limited Events are supported:
Try ItPrimary Agent ID
Lead Intent
First Name
Last Name
Email Address
Phone Number
Company
Job Title
Street Address
City
Locality
Postal Code
Country
Description
Tags
