Box + LeadConnector
Box + LeadConnector
Box + LeadConnector integrations
Update Box folders when pipeline stages change in LeadConnector
This workflow springs into action when you shift stages in your LeadConnector pipeline. Need to keep track of each change and organize your data efficiently? This automation creates a dedicated folder in Box as soon as the pipeline stage is changed. It helps manage your leads easily, saving time on manual data entry and enhancing business organization.
- When this happens...Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create FolderTriggers when you add a new folder.
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More things you can do with LeadConnector and Box
Discover other triggers and actions you can use with LeadConnector and Box
- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- 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 LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite- New Comment
Triggers when someone comments on a file in a folder you own/collaborate on.
Try ItTriggerPolling
- First 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
ActionWrite- 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)
ActionWrite- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
ActionWrite- Event
Triggers when a new event is performed (this is the activity stream).
Try ItTriggerPolling
About Box
Box lets you keep all your businesses files in one place for simple online collaboration.
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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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