Google Sheets + LeadConnector
Create new Google Sheets worksheets when stages change in LeadConnector
Streamline your sales process with this straightforward workflow that reacts to changes in your LeadConnector pipeline stages. When a lead transitions to a different stage, a new worksheet is produced in Google Sheets. This convenient automation ensures your data remains up-to-date, allowing you to focus on nurturing your leads without worrying about manual data entry.
Streamline your sales process with this straightforward workflow that reacts to changes in your LeadConnector pipeline stages. When a lead transitions to a different stage, a new worksheet is produced in Google Sheets. This convenient automation ensures your data remains up-to-date, allowing you to focus on nurturing your leads without worrying about manual data entry.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Worksheet
Creates a new worksheet in a Google Sheet.
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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
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
