Google Docs + LeadConnector

Create new opportunities in LeadConnector for each new document in Google Docs folder

Keep your sales pipeline updated with this efficient workflow. Whenever a new document is created in a specific Google Docs folder, a corresponding opportunity will be promptly added or updated in LeadConnector. This ensures you're making the most out of each prospect, without manually keeping up with every document update. Great for maintaining seamless sales operations and improving productivity.

Keep your sales pipeline updated with this efficient workflow. Whenever a new document is created in a specific Google Docs folder, a corresponding opportunity will be promptly added or updated in LeadConnector. This ensures you're making the most out of each prospect, without manually keeping up with every document update. Great for maintaining seamless sales operations and improving productivity.

  1. When this happens...
    Google DocsGoogle Docs
    New Document in Folder

    Triggers when a new document is added to a specific folder (but not its subfolders).

    TriggerPolling
  2. automatically do this!
    LeadConnectorLeadConnector
    Add/Update Opportunity

    Adds or updates an existing opportunity.

    ActionWrite
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Supported triggers and actions

    • Drive

    • Folder

    Trigger
    Polling
    Try It
    • Drive containing the template document

    • Folder containing the template document

    • Template DocumentRequired

    • New Document NameRequired

    • Drive

    • Folder for new Document

    • Sharing Preference

    • Unused Fields Preference

    • Export Formats

    • Insert Inline Image (Image URL)

    • Image location (Segment ID)

    • Image location (Index)

    • Image location (tabId)

    Action
    Write
    • Document NameRequired

    • Document ContentRequired

    • Drive

    • Folder

    • Export Formats

    • Insert Inline Image (Image URL)

    • Image location (Segment ID)

    • Image location (Index)

    • Image location (tabId)

    Action
    Write
    • Drive

    • Folder

    • Document NameRequired

    Action
    Search
google-docs logo
google-docs logo

About Google Docs

Google Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time. We also support Google Sheets!
Learn more

Related categories

  • Documents
  • Google

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leadconnector logo
leadconnector logo

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
Learn more

Related categories

  • Marketing Automation

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