Google Docs + LeadConnector
Create Google Docs documents from templates when pipeline stages are updated in LeadConnector
Elevate your sales activity with an organized document creation system. With this workflow, whenever a pipeline stage change takes place in LeadConnector, it prompts the creation of a new document from a set template in Google Docs. This means less manual tasks and more focus on progressing leads effectively. Enjoy the streamlined process that keeps your sales documents organized and up-to-date.
Elevate your sales activity with an organized document creation system. With this workflow, whenever a pipeline stage change takes place in LeadConnector, it prompts the creation of a new document from a set template in Google Docs. This means less manual tasks and more focus on progressing leads effectively. Enjoy the streamlined process that keeps your sales documents organized and up-to-date.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Document From Template
Creates a new doc based on an existing one and can replace any placeholder variables found in your template doc, like {{name}}, {{email}}, etc.
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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
New Document
Triggers when a new document is added (inside any folder).
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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
Drive
Folder
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