LeadConnector + Stan
Create and manage LeadConnector opportunities for new Stan customers
When a new customer registers in the Stan app, take immediate action by updating or creating a new opportunity in the LeadConnector app with this workflow. It's a convenient way to keep tabs on potential business growth, consolidate customer data and stay ahead in customer relationship management. No need for manual data entry or frequent app checking. Make this powerful integration a part of your business strategy today.
When a new customer registers in the Stan app, take immediate action by updating or creating a new opportunity in the LeadConnector app with this workflow. It's a convenient way to keep tabs on potential business growth, consolidate customer data and stay ahead in customer relationship management. No need for manual data entry or frequent app checking. Make this powerful integration a part of your business strategy today.
- 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 Opportunity
Adds or updates an existing opportunity.
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Product (optional)
Try ItNew Membership
Triggers when a customer purchases a recurring membership.
Try ItIn PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
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 ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
