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.
- When this happens...New Document in Folder
Triggers when a new document is added to a specific folder (but not its subfolders).
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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New Document
Triggers when a new document is added (inside any folder).
Try ItDrive
Folder
Document NameRequired
Text to AppendRequired
Append Text on New Line?
FileRequired
Specify Document Name
Drive
Folder
DocumentRequired
Start position (Index)Required
End position (Index)Required
Formatting Options
Font size (points)
Font family
Text color (hex)
Background color (hex)
Segment ID
Tab ID
Drive
Folder
Try ItDrive 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)
DocumentRequired
Find textRequired
Replace text
Match case
DocumentRequired
Image URLRequired
Insert position (Index)Required
Width (points)
Height (points)
Segment ID
Tab ID