Change pipeline stages in LeadConnector and copy files in Google Drive immediately
Keep track of changes in your sales pipeline effortlessly. With this workflow, whenever a lead progresses to a different stage in LeadConnector, the respective file in your Google Drive gets duplicated instantly. This ensures that your document records match up with your sales progress without having to perform manual updates.
Keep track of changes in your sales pipeline effortlessly. With this workflow, whenever a lead progresses to a different stage in LeadConnector, the respective file in your Google Drive gets duplicated instantly. This ensures that your document records match up with your sales progress without having to perform manual updates.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Copy File
Create a copy of the specified file.
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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
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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
CampaignRequired
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
Drive
Try It