Google Sheets + LeadConnector
Update rows in Google Sheets when stages change in LeadConnector
Stay on top of your sales pipeline movement in real time with this workflow. When a stage change occurs inside LeadConnector, this automation swiftly adds a new row at the top of your selected Google Sheets file. It's an efficient solution for sales teams to drive transparency, stay organized, and perform data analysis directly from their spreadsheets.
Stay on top of your sales pipeline movement in real time with this workflow. When a stage change occurs inside LeadConnector, this automation swiftly adds a new row at the top of your selected Google Sheets file. It's an efficient solution for sales teams to drive transparency, stay organized, and perform data analysis directly from their spreadsheets.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Spreadsheet Row at Top
Creates a new spreadsheet row at the top of a spreadsheet (after the header row).
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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
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
