Google Docs + LeadConnector
Upload documents to Google Docs when stages change in LeadConnector
With this workflow, the moment your lead shifts to a new stage in LeadConnector, a corresponding document gets uploaded in Google Docs instantly. This facilitates an organized compilation of progress data, thereby streamlining your customer relationship management. Stay updated with your lead progression and ensure no data slips through the cracks with this efficient workflow.
With this workflow, the moment your lead shifts to a new stage in LeadConnector, a corresponding document gets uploaded in Google Docs instantly. This facilitates an organized compilation of progress data, thereby streamlining your customer relationship management. Stay updated with your lead progression and ensure no data slips through the cracks with this efficient workflow.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Upload Document
Triggers when a new document is added (inside any folder).
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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).
Try It
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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