Copper + Stan
Create leads in Copper for every new customer in Stan
When a new customer signs up on the Stan app, this workflow ensures that their details are instantly captured as a lead in the Copper app. Save time and make follow-up easier by having all your customer information centralized in one place. This workflow streamlines your lead management process, ensuring no new customer falls through the cracks.
When a new customer signs up on the Stan app, this workflow ensures that their details are instantly captured as a lead in the Copper app. Save time and make follow-up easier by having all your customer information centralized in one place. This workflow streamlines your lead management process, ensuring no new customer falls through the cracks.
- 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 ItEntity TypeRequired
Activity TypeRequired
Try ItNew Person
Triggers when a new Person is created in Copper.
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 Company
Triggers when a new Company is created in Copper.
Try ItNew Opportunity
Triggers when an Opportunity is created in Copper.
Try It
