Dropbox + LeadConnector
Add folder members to Dropbox when pipeline stages change in LeadConnector
Synchronize your lead pipeline stages and your document accessibility with this LeadConnector to Dropbox workflow. When a change occurs in a pipeline stage within LeadConnector, it ensures a corresponding folder member is added in Dropbox. This workflow keeps all relevant parties informed about lead progress and enhances efficiency by providing quick access to necessary documents. Save on time and boost your productivity with this smart, integrated solution.
Synchronize your lead pipeline stages and your document accessibility with this LeadConnector to Dropbox workflow. When a change occurs in a pipeline stage within LeadConnector, it ensures a corresponding folder member is added in Dropbox. This workflow keeps all relevant parties informed about lead progress and enhances efficiency by providing quick access to necessary documents. Save on time and boost your productivity with this smart, integrated solution.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Add Folder Member
Adds a member to a folder.
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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?
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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
Shared Folders
Triggers when a shared folder is added.
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