Lofty + Stan integrations
Create leads in Lofty from new customers in Stan
Streamline your lead generation process with this handy workflow. When you secure a new customer on the Stan app, it instantly creates a lead in your Lofty app. This seamless process ensures you never miss out on potential business opportunities, making your client management more efficient and effective.
- 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!Create LeadCreates a new lead.
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More things you can do with Stan and Lofty
Discover other triggers and actions you can use with Stan and Lofty
- Product (optional)
Try ItTriggerPolling- New Membership
Triggers when a customer purchases a recurring membership.
Try ItTriggerPolling - SegmentRequired
Try ItTriggerInstant- New Transaction
New transaction trigger
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 - PipelineRequired
Try ItTriggerInstant- New Lead
Triggers when a new lead is assigned to you. Does not work for lender-type accounts.
Try ItTriggerInstant
Lofty is a product of the technology company Lofty Inc, which offers a complete tech solution for real estate agents.
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