Create a folder in Box when a new contact is created in Close

■Overview

Do you find it time-consuming to manually create a folder in the cloud storage service Box every time new customer information (a contact) is added to Close, your CRM tool? This task not only takes time but can also lead to human errors, such as incorrect folder names or missed folder creation. This workflow automatically creates a folder in Box whenever a new contact is created in Close. Automate the integration between Close and Box to build a seamless customer management process.

‍

■Recommended for

• Users of Close and Box who manually manage customer information and related files separately
• Sales representatives who create a folder in Box every time a contact is added to Close
• Managers who want to eliminate manual work from their customer management process and standardize operations

‍

■Benefits of this template

• Automatically create a folder in Box whenever a contact is added to Close, reducing the time previously spent on manual tasks
• Prevent human errors such as incorrect folder names and missed folder creation, strengthening your management process

‍

■Flowbot steps

1. First, connect Box and Close to Yoom
2. Next, select Close as the trigger and set the action to “When a new contact is created”
3. Finally, set Box’s “Create a folder” action as the operation so that a folder for the new contact is created automatically

*“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.

‍

■Customization options

• When setting the action to create a folder in Box, you can specify any parent folder. Set the content ID of the desired parent folder to ensure that the folder is created in the intended location
• You can dynamically set the folder name by using information from the triggering Close contact, such as the company name, as output

‍

■Notes

• Connect both Close and Box to Yoom.