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.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Shared Drive
Create a new shared drive (also known as Team Drive) in Google Drive.
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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
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
Include Subfolders?
Subfolder Depth Limit
Include Deleted Files?
Try It
