Google Drive + LeadConnector
Create tasks in Asana for new emails in Microsoft Outlook
Stay organized and efficient with this streamlined workflow that creates a dedicated folder in Google Drive whenever a Pipeline Stage change occurs within LeadConnector. This seamless connection ensures that every new stage update in your lead management automatically initiates a corresponding folder creation in your drive. Thus, aiding you in keeping a systematic record of stage transitions without manual intervention.
Stay organized and efficient with this streamlined workflow that creates a dedicated folder in Google Drive whenever a Pipeline Stage change occurs within LeadConnector. This seamless connection ensures that every new stage update in your lead management automatically initiates a corresponding folder creation in your drive. Thus, aiding you in keeping a systematic record of stage transitions without manual intervention.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Folder
Triggers when a new folder is added directly to a specific folder (but not its subfolders).
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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
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
Campaign IDRequired
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
Folder
Include Deleted Files?
Try It
