LeadConnector + Zoho Sheet
Create new rows in Zoho Sheet when pipeline stages change in LeadConnector
Seamlessly manage your sales pipeline with this workflow. When a stage in your sales pipeline changes within LeadConnector, a new row is instantly created in your Zoho Sheet. This ensures that you have an up-to-date, organized record of your leads, saving you valuable time and effort on manual data entry. Boost your productivity and stay on top of your sales process with this efficiently integrated solution.
Seamlessly manage your sales pipeline with this workflow. When a stage in your sales pipeline changes within LeadConnector, a new row is instantly created in your Zoho Sheet. This ensures that you have an up-to-date, organized record of your leads, saving you valuable time and effort on manual data entry. Boost your productivity and stay on top of your sales process with this efficiently integrated solution.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Row
Triggers when a new row is created in a specified worksheet.
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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
WorkbookRequired
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
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
New Workbook
Triggers when a new workbook is created.
Try It
