Create folders in Google Drive for updated pipeline stages in LeadConnector
Organize your sales process efficiently with this automation that creates a new folder in Google Drive whenever a lead advances to a different stage in LeadConnector. This streamlined workflow ensures that all relevant documents and materials are consolidated in one location, making it easy for your team members to access and collaborate on tasks related to that specific lead. Save time and improve your sales funnel management with this efficient solution.
Organize your sales process efficiently with this automation that creates a new folder in Google Drive whenever a lead advances to a different stage in LeadConnector. This streamlined workflow ensures that all relevant documents and materials are consolidated in one location, making it easy for your team members to access and collaborate on tasks related to that specific lead. Save time and improve your sales funnel management with this efficient solution.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Folder
Triggers when a new folder is added directly to a specific folder (but not its subfolders).
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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
Drive
Try It