Create a folder in Dropbox when a lead matching specific conditions 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 can often lead to delays and creation errors. With this workflow, you can automatically create a folder in Dropbox whenever a lead that meets specific conditions is created in Close, reducing the time and effort required for manual work and minimizing errors.

■Who Should Use This Template

• Sales representatives who manually manage leads in Close and materials in Dropbox
• Team leaders who want to automate the integration between Close and Dropbox and improve customer management efficiency
• Anyone who wants to eliminate routine folder creation tasks and focus on more important work

■Benefits of Using This Template

• A folder is automatically created in Dropbox whenever a lead is created in Close, reducing the time previously spent on manual work
• Helps prevent human errors such as incorrect naming conventions and missed folder creation, which can occur when creating folders manually

■How the Flow Works

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. Then, configure a branch in the operation so that subsequent actions run only when specific conditions are met
4. Finally, set Dropbox’s “Create a folder” action in the operation to automatically create a folder in the desired location

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

■Customizable Points in This Workflow

• For the Close trigger, specify which lead information to retrieve
• With the branching feature, you can configure the flow to run based on specific conditions, such as a lead’s status or the value of a custom field
• When creating a folder in Dropbox, you can dynamically create folders by inserting information retrieved from Close, such as the lead’s company name, as variables in the folder name or destination path

■ Notes

• Connect both Close and Dropbox to Yoom.
• Branching is an operation available on the Mini plan and above. On the Free plan, configured flow bot operations will result in errors.
• Paid plans, including the Mini plan, come with a two-week free trial. During the free trial, you can use apps and features (operations) that are subject to plan restrictions.