Kartra + Stan
Create new leads in Kartra from new customers in Stan
Easily cultivate your relationship with clients using this helpful workflow. Whenever you gain a new customer in the Stan app, it will prompt the creation of a new lead in Kartra. This automation ensures you're always ready to engage and grow your new interactions, smoothing out your customer management process.
Easily cultivate your relationship with clients using this helpful workflow. Whenever you gain a new customer in the Stan app, it will prompt the creation of a new lead in Kartra. This automation ensures you're always ready to engage and grow your new interactions, smoothing out your customer management process.
- 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!Create New Lead
Creates a new lead in your Kartra account.
- Free forever for core features
- 14 day trial for premium features & apps
Product (optional)
Try ItNew Membership
Triggers when a customer purchases a recurring membership.
Try ItProductsRequired
Try ItProduct FunnelsRequired
ProductRequired
Product Price PointRequired
Try It
Cancelled Membership
Triggers when a customer's cancelled membership expires.
Try ItPre-Cancellation Membership
Triggers when a customer cancels their subscription, and before it expires at the end of the billing period.
Try ItTag CategoriesRequired
TagsRequired
Try ItCalendarsRequired
Calendar ClassRequired
Try It
