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LeadConnector + Stan

LeadConnector + Stan

LeadConnector + Stan integrations

Add new Stan customers as opportunities in LeadConnector

Automatically keep your sales pipeline up-to-date with this easy automation. Whenever you gain a new customer in Stan, this workflow will create or update their corresponding opportunity in LeadConnector. With your sales information consistently organized, you can focus on closing deals and building relationships with your clients.

  1. When this happens...
    New Customer
    New Customer
    New CustomerTriggers when a customer has purchased something from you or signed up as a lead. Filter based on product to get more granular information.
  2. automatically do this!
    Add/Update Opportunity
    Add/Update Opportunity
    Add/Update OpportunityAdds or updates an existing opportunity.
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More things you can do with Stan and LeadConnector

Discover other triggers and actions you can use with Stan and LeadConnector

    • Product (optional)
    Trigger
    Polling
    Try It
  • Stan triggers, actions, and search
    New Membership

    Triggers when a customer purchases a recurring membership.

    Trigger
    Polling
    Try It
    • In Pipeline
      Required
    • Moved to Stage
    Trigger
    Instant
    Try It
    • First Name
    • Last Name
    • Full Name
    • Phone Number
    • Email
    • Address
    • City
    • State
    • Country
    • Postal Code
    • Tags (comma delimited string for multiple tags)
    • Source
    • Mark as Lead
      Required
    • Notes
    • Select Pipeline
      Required
    • Select Stage
      Required
    • Assign to User
    Action
    Write
  • Stan triggers, actions, and search
    Cancelled Membership

    Triggers when a customer's cancelled membership expires.

    Trigger
    Polling
    Try It
  • Stan triggers, actions, and search
    Pre-Cancellation Membership

    Triggers when a customer cancels their subscription, and before it expires at the end of the billing period.

    Trigger
    Instant
    Try It
    • First Name
    • Last Name
    • Full Name
    • Phone Number
    • Email
    • Address
    • City
    • State
    • Postal Code
    • Tags (comma delimited string for multiple tags)
    • Source
    • Mark as Lead
      Required
    • Notes
    • Business Name
    • Country
    • Date of Birth
    Action
    Write
    • Workflow ID
      Required
    • 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)
    Action
    Write
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About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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About Stan
Designed for Creators to set up their Stan Automations
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