Create a folder in OneDrive when a lead matching specific conditions is created in Close

■Overview

Do you find it time-consuming to manually create folders in OneDrive each time you manage related documents based on lead information in Close? When creating folders only for leads that meet specific criteria, it's also easy for tasks to be overlooked.

With this workflow, you can automatically create a folder in OneDrive when a new lead that meets specific criteria is created in Close. Eliminate manual work between Close and OneDrive and streamline your sales operations.

■Recommended for

• Sales representatives who use Close and OneDrive and manually manage documents for each lead
• Those who want to automate OneDrive folder creation based on lead information created in Close
• Managers who aim to standardize and streamline sales processes while reducing manual errors

■Benefits of using this template

• When a lead is added to Close, a folder is automatically created in OneDrive based on specific criteria, reducing the time previously spent on manual tasks.
• Prevent human errors such as missed folder creation and incorrect naming conventions, helping improve the accuracy of lead management.

■Flow

1. First, connect Close and OneDrive to Yoom.
2. Next, select Close as the trigger and set the action to “When a new lead is created.”
3. Then, set up branching in the operation so that subsequent actions run only when specific criteria are met.
4. Finally, set the OneDrive “Create a folder” action in the operation to create a folder for leads that meet the criteria.

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

■Customization options

• Set the conditions for branching to any values based on the lead information retrieved from Close. For example, you can branch the flow when a lead has a specific status.
• For the OneDrive folder creation action, set the parent folder where the folder will be stored and the folder name as needed.

■Notes‍

• Connect both Close and OneDrive to Yoom.
• Microsoft 365 (formerly Office 365) offers plans for home use and business plans (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.
• Branching is an operation available on the Mini plan and above. On the Free plan, the configured operation in the flowbot will result in an error.
• Paid plans such as the Mini plan include a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise subject to restrictions.