Upload files to Google Drive when pipeline stages change in LeadConnector
Effortlessly upload files to Google Drive whenever a lead's pipeline stage changes in LeadConnector. This streamlined workflow ensures your important documents are stored and organized with minimal manual input, keeping your sales process efficient and up-to-date.
Effortlessly upload files to Google Drive whenever a lead's pipeline stage changes in LeadConnector. This streamlined workflow ensures your important documents are stored and organized with minimal manual input, keeping your sales process efficient and up-to-date.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Upload File
Triggers when any new file is added (inside of 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
Drive
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
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
Folder
Include Deleted Files?
Try It