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

■Overview

Do you manually create Google Drive folders to store lead information managed in Close, along with related documents?
Creating a folder manually every time a specific lead is added can be time-consuming and take time away from other tasks.
This workflow automates the process of creating a Google Drive folder whenever a lead that meets specific conditions is created in Close, helping streamline the tasks associated with lead management.

■Who Is This Template For?

• Sales professionals who use Close and Google Drive and manually manage documents for each lead
• Anyone who wants to automate Google Drive folder creation based on specific lead information managed in Close
• Managers who want to eliminate manual tasks after lead acquisition and improve productivity across the sales process

■Benefits of This Template

• A Google Drive folder is automatically created whenever a specific lead is added in Close, reducing the time spent on manual folder creation
• Prevent human errors such as forgetting to create a folder or using the wrong naming convention

■Workflow

1. First, connect Close and Google Drive 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 settings so that subsequent steps run only when specific conditions are met
4. Finally, set the Google Drive “Create a folder” action in the operation settings to create a folder in the specified location

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

■Customization Options

• In the branch settings, define the conditions for the leads you want to include in the automation. (For example, target only leads with a specific status.)
• In the Google Drive folder creation action, customize the folder name and specify which folder it should be created in

■Notes‍

• Connect both Close and Google Drive to Yoom.
• Branching is an operation available on the Mini plan and above. On the Free plan, the configured workflow bot operation will result in an error.
• Paid plans, including the Mini plan, come with a 2-week free trial. During the free trial, you can use apps and features (operations) subject to plan restrictions.