Google Docs + LeadConnector
Update Google Docs documents with appended text when pipeline stages change in LeadConnector
Transform your sales workflow with this powerful integration between LeadConnector and Google Docs. Whenever a pipeline stage changes in LeadConnector, this automation instantly appends relevant text to your chosen Google Docs document. This not only keeps your document up-to-date but also saves you precious time and energy in manual updates. Enhance your productivity and optimize your sales processes effortlessly with this streamlined workflow.
Transform your sales workflow with this powerful integration between LeadConnector and Google Docs. Whenever a pipeline stage changes in LeadConnector, this automation instantly appends relevant text to your chosen Google Docs document. This not only keeps your document up-to-date but also saves you precious time and energy in manual updates. Enhance your productivity and optimize your sales processes effortlessly with this streamlined workflow.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Append Text to Document
Appends text to an existing document.
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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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