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

‍■Overview

Do you find it time-consuming to manually create customer management folders in OneDrive every time a new lead is created in Close? This repetitive task not only takes time and effort but can also lead to mistakes, such as forgetting to create a folder. This workflow seamlessly addresses these challenges by connecting Close with OneDrive and automating folder creation whenever a new lead is created.

■Who Should Use This Template

• Sales representatives who manually manage lead information acquired through Close in OneDrive folders
• Managers who want to streamline information sharing between Close and OneDrive and improve customer management across their team
• Anyone looking to automate their sales processes and reduce repetitive, routine tasks

■Benefits of Using This Template

• Automatically create a folder in OneDrive whenever a lead is added to Close, reducing the time previously spent on manual tasks.
• Prevent missed folder creation and naming errors caused by manual work, reducing the risk of human error in customer management.

■How the Workflow Works

1. First, connect Close and OneDrive to Yoom.
2. Next, select Close as the trigger and set the action to “New Lead.”
3. Finally, set the OneDrive “Create Folder” action as the operation, configuring it to create a folder based on the lead information retrieved by the trigger.

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

■Customizing This Workflow

• Set the OneDrive folder name as desired, using lead information retrieved from Close, such as the company name.
• Choose where to store the created folder in OneDrive.

■Notes‍

• Connect both Close and OneDrive to Yoom.
• Microsoft 365 (formerly Office 365) offers plans for home use and businesses (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.