Google Drive + LeadConnector

Create shared drives in Google Drive when pipeline stages are updated in LeadConnector

Elevate your business process efficiency with this workflow. Once a pipeline stage is updated in LeadConnector, a new shared drive is instantly created in Google Drive. This streamlines your document storage and ensures all relevant files are in one accessible place, aligning with your lead progress. Gain peace of mind knowing that your digital file organization mirrors your sales pipeline progression.

Elevate your business process efficiency with this workflow. Once a pipeline stage is updated in LeadConnector, a new shared drive is instantly created in Google Drive. This streamlines your document storage and ensures all relevant files are in one accessible place, aligning with your lead progress. Gain peace of mind knowing that your digital file organization mirrors your sales pipeline progression.

  1. When this happens...
    LeadConnectorLeadConnector
    Pipeline Stage Changed

    Triggers when the pipeline stage was updated for an opportunity.

    TriggerInstant
  2. automatically do this!
    Google DriveGoogle Drive
    Create Shared Drive

    Create a new shared drive (also known as Team Drive) in Google Drive.

    ActionWrite
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Supported triggers and actions

    • 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

    Action
    Write
    • 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)

    Action
    Write
    • 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

    Action
    Write
    • Drive

    • Folder

    • Include Subfolders?

    • Subfolder Depth Limit

    • Include Deleted Files?

    Trigger
    Polling
    Try It
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About Google Drive

Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.
Learn more

Related categories

  • File Management & Storage
  • Google

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About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
Learn more

Related categories

  • Marketing Automation

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