Add new Stan customers as leads in InfluencerSoft
Simplify the way you manage your customer data with this useful workflow between Stan and InfluencerSoft. When a new customer signs up in Stan, this workflow seamlessly updates or adds those details as a lead in your InfluencerSoft account. Now, you don't have to do manual data entry and can ensure updated customer information in your database, leaving more time for cultivating customer relationships and boosting your business growth.
Simplify the way you manage your customer data with this useful workflow between Stan and InfluencerSoft. When a new customer signs up in Stan, this workflow seamlessly updates or adds those details as a lead in your InfluencerSoft account. Now, you don't have to do manual data entry and can ensure updated customer information in your database, leaving more time for cultivating customer relationships and boosting your business growth.
- 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!Add/Update Lead
Add a new lead to a list of your choosing. Can be used to update an existing lead too.
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Product (optional)
Try ItNew Membership
Triggers when a customer purchases a recurring membership.
Try ItAdded to List
Triggers when a lead is added to any list.
Try ItNew Order
Triggers when a new order is created.
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 Lead
Triggers when a new lead is created.
Try ItNew Purchase
Triggers when a product is purchased.
Try It