Dropbox + LeadConnector
Create folders in Dropbox when pipeline stages are updated in LeadConnector
Keep your Dropbox organized with this efficient workflow. Whenever a pipeline stage changes in LeadConnector, a new folder is specifically created in Dropbox. This simplifies document management, allowing you to systematically store and access files related to different stages of your lead pipeline effortlessly. Make your lead management process seamless and stay organized with this easy-to-set-up automation.
Keep your Dropbox organized with this efficient workflow. Whenever a pipeline stage changes in LeadConnector, a new folder is specifically created in Dropbox. This simplifies document management, allowing you to systematically store and access files related to different stages of your lead pipeline effortlessly. Make your lead management process seamless and stay organized with this easy-to-set-up automation.
- 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 4000.
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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
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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
CampaignRequired
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?
Try It
