Google Docs + LeadConnector
Create Google Docs documents from text when pipeline stages change in LeadConnector
Boost your efficiency with this workflow that springs into action when a lead moves through different stages in LeadConnector. It swiftly creates a detailed document in Google Docs, ensuring you have a written record of change. It's an ideal solution for keeping track of lead progress and maintaining thorough documentation without any extra effort on your part.
Boost your efficiency with this workflow that springs into action when a lead moves through different stages in LeadConnector. It swiftly creates a detailed document in Google Docs, ensuring you have a written record of change. It's an ideal solution for keeping track of lead progress and maintaining thorough documentation without any extra effort on your part.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Document from Text
Create a new document from text. Also supports limited HTML.
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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
New Document
Triggers when a new document is added (inside any folder).
Try It
