Dropbox + LeadConnector
Create new Dropbox folders when stages change in LeadConnector pipeline
Stay organized and efficient with this workflow that streamlines your process. When a stage change occurs in your LeadConnector pipeline, this flow will promptly respond by creating a new folder in your Dropbox. Ideal for managing extensive client databases or intricate projects, this setup keeps your Dropbox structured and up-to-date with your LeadConnector developments. Enjoy a seamless operandi that saves you from tedious manual labor and provides a consistent filing system.
Stay organized and efficient with this workflow that streamlines your process. When a stage change occurs in your LeadConnector pipeline, this flow will promptly respond by creating a new folder in your Dropbox. Ideal for managing extensive client databases or intricate projects, this setup keeps your Dropbox structured and up-to-date with your LeadConnector developments. Enjoy a seamless operandi that saves you from tedious manual labor and provides a consistent filing system.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Folder
Triggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 6000.
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In 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
Phone Number
Email
First Name
Last Name
Full Name
Space
FolderRequired
Include files in subfolders?
Include sharing link?
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 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)
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
Space
FolderRequired
Include files in subfolders?
Include file contents?
Include sharing link?
Try It
