Create new Salesmate contacts from new customers in Stan
Whenever a new customer joins via the Stan app, this workflow swiftly creates a new contact within the Salesmate app. Amplify your customer management efficiency by turning manual input into a streamlined process, leaving you more time for meaningful customer relations and business growth. Utilize this workflow, and always have your customer data updated and accessible when you need it.
- 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 ContactCreates a new Contact, probably with input from previous steps.
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More things you can do with Stan and Salesmate
Discover other triggers and actions you can use with Stan and Salesmate
- Product (optional)
Try ItTriggerPolling- New Membership
Triggers when a customer purchases a recurring membership.
Try ItTriggerPolling - New User
Triggers when a new user created.
Try ItTriggerPolling - New Activity
Triggers when a new activity 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 De-Activated User
Triggers when a user is de-activated.
Try ItTriggerPolling - New Activity Note
Triggers when a new activity note is created.
Try ItTriggerPolling




