Google Drive + LeadConnector
Update Google Drive when pipeline stages change in LeadConnector
Keep your sales and marketing data streamlined and up-to-date with this workflow. When a pipeline stage changes within LeadConnector, the updated information is swiftly collected and stored directly in Google Drive. This efficient process not only lightens your workload but also ensures your lead information stays comprehensive and fresh. A perfect solution for teams looking to optimize their time while maintaining an organized system.
Keep your sales and marketing data streamlined and up-to-date with this workflow. When a pipeline stage changes within LeadConnector, the updated information is swiftly collected and stored directly in Google Drive. This efficient process not only lightens your workload but also ensures your lead information stays comprehensive and fresh. A perfect solution for teams looking to optimize their time while maintaining an organized system.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Update File/Folder Name
Update the name of a file or 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
