Pipedrive + Stan
Create new persons in Pipedrive when new customers sign up in Stan
With this workflow, whenever a new customer signs up on Stan, their details are seamlessly transferred to Pipedrive as a new person entry. This smooth process streamlines your customer management and saves you the hassle of manual entry. Keep your Pipedrive contacts updated and stay organized with this efficient and time-effective solution.
With this workflow, whenever a new customer signs up on Stan, their details are seamlessly transferred to Pipedrive as a new person entry. This smooth process streamlines your customer management and saves you the hassle of manual entry. Keep your Pipedrive contacts updated and stay organized with this efficient and time-effective solution.
- When this happens...New Membership
Triggers when a customer purchases a recurring membership.
- automatically do this!Create Person
Creates a new person in Pipedrive with support for multiple email addresses, phone numbers, custom fields, and comprehensive contact information.
- 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 ItActivity filterRequired
Try ItCopy
FilterRequired
Deal status
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 ItNew Activity
Triggers when a new activity is created.
Try ItNew Deal
Triggers when a new deal is created.
Try It
