LeadConnector + ShareFile
Create new ShareFile folders when stages change in LeadConnector
Keep your work organized and efficient when there's a change in your lead pipeline. Using this workflow, the moment you update a pipeline stage on LeadConnector, a new folder is created in ShareFile. This ensures vital information is stored quickly and in a streamlined process, making it easy to find and access when you need it. Enjoy a more streamlined lead management process with this subtle yet impactful automation.
Keep your work organized and efficient when there's a change in your lead pipeline. Using this workflow, the moment you update a pipeline stage on LeadConnector, a new folder is created in ShareFile. This ensures vital information is stored quickly and in a streamlined process, making it easy to find and access when you need it. Enjoy a more streamlined lead management process with this subtle yet impactful automation.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Folder
Creates a folder in the chosen folder. If home is chosen will create a folder in the home directory.
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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
New Client
Triggers when a new client is created.
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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
FolderRequired
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