Microsoft Excel + LeadConnector
Add new rows in Microsoft Excel for updated pipeline stages in LeadConnector
Nurturing leads effectively is crucial for keeping your sales pipeline thriving. With this workflow, you can send new leads from LeadConnector directly into a Microsoft Excel spreadsheet, ensuring seamless organization and timely follow-ups. Make the most of your leads and grow your business by streamlining the process with this simple automation.
Nurturing leads effectively is crucial for keeping your sales pipeline thriving. With this workflow, you can send new leads from LeadConnector directly into a Microsoft Excel spreadsheet, ensuring seamless organization and timely follow-ups. Make the most of your leads and grow your business by streamlining the process with this simple automation.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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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
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Try It
