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Lofty + Stan

Lofty + Stan

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.

  1. When this happens...
    New Customer
    New Customer
    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.
  2. automatically do this!
    Create Lead
    Create Lead
    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)
    Trigger
    Polling
    Try It
  • Stan triggers, actions, and search
    New Membership

    Triggers when a customer purchases a recurring membership.

    Trigger
    Polling
    Try It
    • Segment
      Required
    Trigger
    Instant
    Try It
  • Stan triggers, actions, and search
    Cancelled Membership

    Triggers when a customer's cancelled membership expires.

    Trigger
    Polling
    Try It
  • Stan triggers, actions, and search
    Pre-Cancellation Membership

    Triggers when a customer cancels their subscription, and before it expires at the end of the billing period.

    Trigger
    Instant
    Try It
    • Pipeline
      Required
    Trigger
    Instant
    Try It
  • Lofty triggers, actions, and search
    New Lead

    Triggers when a new lead is assigned to you. Does not work for lender-type accounts.

    Trigger
    Instant
    Try It
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About Lofty
Lofty is a product of the technology company Lofty Inc, which offers a complete tech solution for real estate agents.
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stan-creator logo
About Stan
Designed for Creators to set up their Stan Automations
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