Create a folder in Dropbox when a lead is created in Close

■Overview

When you acquire a new lead in Close, do you manually create a folder in Dropbox to store related materials? Although this is a routine task, it is prone to missed steps and folder naming errors. This workflow seamlessly connects Close and Dropbox, automatically creating a folder whenever a lead is created, helping eliminate these manual tasks.

■Who This Template Is For

• Anyone using Close and Dropbox together to manually manage lead information and related materials
• Anyone looking to automate folder creation after acquiring a lead and focus more on sales activities
• Anyone looking to standardize their Dropbox folder structure based on lead information in Close

■Benefits of Using This Template

• Automatically create a folder in Dropbox whenever a lead is created in Close, reducing the time previously spent on manual work
• Prevent human errors such as missed folder creation or assigning a folder name that differs from the lead name

■Flowbot Steps

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

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

■Customizable Elements

• For the Dropbox folder creation operation, you can set the destination path as needed. You can also include information such as the lead name retrieved from the Close trigger in the folder name, allowing you to automatically apply an easy-to-manage naming convention.

■ Notes

• Connect both Close and Dropbox to Yoom.