Google Sheets + LeadConnector
Track updated pipeline stages in LeadConnector by creating spreadsheets in Google Sheets
Effortlessly keep your sales pipelines organized within Google Sheets by connecting it to LeadConnector through this workflow. When a pipeline stage changes in LeadConnector, it triggers the creation of a new spreadsheet in Google Sheets, ensuring you stay updated with essential sales information and maintain a clutter-free, efficient system.
Effortlessly keep your sales pipelines organized within Google Sheets by connecting it to LeadConnector through this workflow. When a pipeline stage changes in LeadConnector, it triggers the creation of a new spreadsheet in Google Sheets, ensuring you stay updated with essential sales information and maintain a clutter-free, efficient system.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Spreadsheet
Creates a new spreadsheet. Choose from a blank spreadsheet, a copy of an existing one, or one with headers.
- Free forever for core features
- 14 day trial for premium features & apps
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
Drive
SpreadsheetRequired
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
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
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try It
