Microsoft Excel + LeadConnector
Update Microsoft Excel rows when pipeline stages change in LeadConnector
Streamline your sales process with this efficient workflow. When a change occurs in your LeadConnector pipeline stage, it instantly adds a row to a designated Excel table. This process not only saves you the manual task of updating Excel, but it also ensures your spreadsheet stays updated with accurate sales data in real-time. An efficient aid to managing your sales pipeline, providing your team with immediate access to the latest information.
Streamline your sales process with this efficient workflow. When a change occurs in your LeadConnector pipeline stage, it instantly adds a row to a designated Excel table. This process not only saves you the manual task of updating Excel, but it also ensures your spreadsheet stays updated with accurate sales data in real-time. An efficient aid to managing your sales pipeline, providing your team with immediate access to the latest information.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Add Row to Table
Adds a new row to the end of a specific table.
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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
