Google Sheets + Stan
Create spreadsheet columns in Google Sheets for each new customer in Stan
Every time you gain a new customer in Stan, this workflow will promptly help you manage your data by adding a corresponding entry in Google Sheets. This helps streamline your customer management process, eliminating the need for manual data record-keeping so you can focus on engaging more meaningfully with your clientele.
Every time you gain a new customer in Stan, this workflow will promptly help you manage your data by adding a corresponding entry in Google Sheets. This helps streamline your customer management process, eliminating the need for manual data record-keeping so you can focus on engaging more meaningfully with your clientele.
- 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 Spreadsheet Column
Create a new column in a specific spreadsheet.
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Product (optional)
Try ItNew Membership
Triggers when a customer purchases a recurring membership.
Try ItDont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Try ItDrive
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 ItDont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItDont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try It
