Compass + Stan

Create new Compass leads from new Stan customers

Start enhancing your workflow as soon as you onboard new customers in Stan by directly creating leads in the Compass app. This streamlines your process, ensuring no potential customer is overlooked, and fostering engagement right from the start. Get ahead with this convenient and efficient solution that transforms your customer management system.

Start enhancing your workflow as soon as you onboard new customers in Stan by directly creating leads in the Compass app. This streamlines your process, ensuring no potential customer is overlooked, and fostering engagement right from the start. Get ahead with this convenient and efficient solution that transforms your customer management system.

  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!
    CompassCompass
    Create a New Lead

    Create a new lead in your Compass CRM.

    ActionWrite
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Supported triggers and actions

compass-da26590 logo
compass-da26590 logo

About Compass

Compass CRM empowers Compass agents to manage their business end-to-end in one platform.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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stan-creator logo
stan-creator logo

About Stan

Designed for Creators to set up their Stan Automations
Learn more

Related categories

  • App Builder

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier