Add new Stan customers as leads in InfluencerSoft
Simplify the way you manage your customer data with this useful workflow between Stan and InfluencerSoft. When a new customer signs up in Stan, this workflow seamlessly updates or adds those details as a lead in your InfluencerSoft account. Now, you don't have to do manual data entry and can ensure updated customer information in your database, leaving more time for cultivating customer relationships and boosting your business growth.
- 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!Add/Update LeadAdd a new lead to a list of your choosing. Can be used to update an existing lead too.
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More things you can do with Stan and InfluencerSoft
Discover other triggers and actions you can use with Stan and InfluencerSoft
- Product (optional)
Try ItTriggerPolling- New Membership
Triggers when a customer purchases a recurring membership.
Try ItTriggerPolling - Added to List
Triggers when a lead is added to any list.
Try ItTriggerInstant - New Order
Triggers when a new order is created.
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 Lead
Triggers when a new lead is created.
Try ItTriggerInstant - New Purchase
Triggers when a product is purchased.
Try ItTriggerInstant




