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LeadConnector + Stan

Add new Stan customers as opportunities in LeadConnector

Automatically keep your sales pipeline up-to-date with this easy automation. Whenever you gain a new customer in Stan, this workflow will create or update their corresponding opportunity in LeadConnector. With your sales information consistently organized, you can focus on closing deals and building relationships with your clients.

Automatically keep your sales pipeline up-to-date with this easy automation. Whenever you gain a new customer in Stan, this workflow will create or update their corresponding opportunity in LeadConnector. With your sales information consistently organized, you can focus on closing deals and building relationships with your clients.

  1. When this happens...
    StanStan
    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.

    TriggerPolling
  2. automatically do this!
    LeadConnectorLeadConnector
    Add/Update Opportunity

    Adds or updates an existing opportunity.

    ActionWrite
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Supported triggers and actions

    • Product (optional)

    Trigger
    Polling
    Try It
  • Stan triggers, actions, and search

    New Membership

    Triggers when a customer purchases a recurring membership.

    Trigger
    Polling
    Try It
    • First Name

    • Last Name

    • Full Name

    • Phone Number

    • Email

    • Address

    • City

    • State

    • Postal Code

    • Tags (comma delimited string for multiple tags)

    • Source

    • Mark as LeadRequired

    • Notes

    • Business Name

    • Country

    • Date Of Birth

    Action
    Write
    • CampaignRequired

    • First Name

    • Last Name

    • Full Name

    • Phone Number

    • Email

    • Address

    • City

    • State

    • Postal Code

    • Tags (comma delimited string for multiple tags)

    • Source

    • Lead Source

    • Notes

    • Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)

    Action
    Write
  • Stan triggers, actions, and search

    Cancelled Membership

    Triggers when a customer cancels their membership.

    Trigger
    Polling
    Try It
    • In PipelineRequired

    • Moved to Stage

    Trigger
    Instant
    Try It
    • First Name

    • Last Name

    • Full Name

    • Phone Number

    • Email

    • Address

    • City

    • State

    • Country

    • Postal Code

    • Tags (comma delimited string for multiple tags)

    • Source

    • Mark as LeadRequired

    • Notes

    • Select PipelineRequired

    • Select StageRequired

    • Assign to User

    Action
    Write
    • Phone Number

    • Email

    • First Name

    • Last Name

    • Full Name

    Action
    Write
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About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

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About Stan

Designed for Creators to set up their Stan Automations

Related categories