Compass + Stan
Compass + Stan
Compass + Stan integrations
Create new Compass leads from new Stan customers
Start enhancing your workflow as soon as you onboard new customers in Stan by directly creating leads in the Compass app. This streamlines your process, ensuring no potential customer is overlooked, and fostering engagement right from the start. Get ahead with this convenient and efficient solution that transforms your customer management system.
- 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 a New LeadCreate a new lead in your Compass CRM.
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More things you can do with Stan and Compass
Discover other triggers and actions you can use with Stan and Compass
- Product (optional)
Try ItTriggerPolling- New Membership
Triggers when a customer purchases a recurring membership.
Try ItTriggerPolling - First Name
- Last Name
- Email Address
- Phone Number
- Tags
ActionWrite
- 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
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