Google Sheets + LeadConnector
Update Google Sheets worksheets when LeadConnector stages change
Keep track of changing leads in real-time with this handy workflow. When your pipeline stage gets updated in LeadConnector, this automatically duplicates the relevant data into a new Google Sheets worksheet to maintain an accurate record of your leads. Helping streamline your sales process, this workflow ensures rapid information transfer, avoiding any manual data entry errors.
Keep track of changing leads in real-time with this handy workflow. When your pipeline stage gets updated in LeadConnector, this automatically duplicates the relevant data into a new Google Sheets worksheet to maintain an accurate record of your leads. Helping streamline your sales process, this workflow ensures rapid information transfer, avoiding any manual data entry errors.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Copy Worksheet
Creates a new worksheet by copying an existing worksheet.
- Free forever for core features
- 14 day trial for premium features & apps
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
SpreadsheetRequired
WorksheetRequired
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
Campaign 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
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try It
