LeadConnector + Smartsheet
Update rows in Smartsheet when pipeline stages change in LeadConnector
Stay on top of your sales pipeline with this efficient workflow. Whenever a stage change occurs in your LeadConnector pipeline, a row will be added immediately in Smartsheet. This streamlines your process by ensuring all updates are accurately captured and recorded, boosting your organization and productivity.
Stay on top of your sales pipeline with this efficient workflow. Whenever a stage change occurs in your LeadConnector pipeline, a row will be added immediately in Smartsheet. This streamlines your process by ensuring all updates are accurately captured and recorded, boosting your organization and productivity.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Add Row to Sheet
Add a row to a 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
Get Reports
[PRIVATE] Generates report list for dropdown.
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
Choose a SheetRequired
Try It
