■Overview
This is a flow that creates a folder in Google Drive when a client is registered in SPIRAL.
■Recommended for
1. Companies using SPIRAL as a centralized location for customer information
・Personnel responsible for managing information for each client
・Sales assistants managing leads
2. Those using Google Drive for file management
・Those creating folders for each client
・Those who want to share managed data clearly
■Benefits of using this template
Google Drive is a tool suitable for centralized file management.
By simultaneously registering customer information using SPIRAL, you can manage files in Google Drive in association with it.
However, manually creating a folder in Google Drive each time a client is registered in SPIRAL wastes valuable time.
This flow is suitable for those who want to reduce the time spent on tasks and focus on core business activities.
By using this template, when a client is added in SPIRAL, a folder for the client is automatically created in Google Drive, saving manual time.
By using the time previously spent on folder creation for other tasks, the entire team can focus on high-priority tasks, leading to improved work efficiency.
■Notes
・Please integrate both SPIRAL and Google Drive with Yoom.
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