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.
- 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!Add/Update Opportunity
Adds or updates an existing opportunity.
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Product (optional)
Try ItNew Membership
Triggers when a customer purchases a recurring membership.
Try ItFirst 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
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)
Cancelled Membership
Triggers when a customer cancels their membership.
Try ItIn PipelineRequired
Moved to Stage
Try ItFirst 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
Phone Number
Email
First Name
Last Name
Full Name
