■Overview
This is a flow that creates a folder for each client in OneDrive when a client is registered in Pipedrive.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who manage customers with Pipedrive and manage customer information and related files with OneDrive
・Those who want to improve work efficiency by automating the process of manually creating folders in OneDrive
2. Those who manage files with OneDrive
・Those who store documents for each client in OneDrive for centralized management
・Those who feel it is a hassle to create folders every time a new client is added
■Benefits of using this template
Many people create folders for each client in OneDrive to manage documents.
However, manually creating folders every time a new client is added is a time-consuming and labor-intensive task.
By utilizing the flow [Create a folder for each client in OneDrive when a client is registered in Pipedrive], folders are automatically created in OneDrive, making it easy for those who previously prepared folders manually to manage them. As a result, you can allocate the saved time to other tasks, leading to increased productivity.
It also reduces the chances of forgetting to create folders or creating duplicates, ensuring accurate file management.
■Notes
・Please connect both Pipedrive and OneDrive with Yoom.
・Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
.avif)
.avif)
.avif)
