Create a folder in Google Drive when a lead is created in Close

■Overview

Do you manually create customer management folders in Google Drive every time a new lead is created in Close, your CRM tool? This repetitive task is not only time-consuming but can also lead to human errors, such as missed folders or incorrect naming conventions. With this workflow, you can connect Close and Google Drive to automatically create a designated folder whenever a lead is created, helping you resolve these challenges smoothly.

■Who should use this template

• Sales representatives who store related documents in Google Drive based on lead information managed in Close
• Managers looking to automate manual folder creation and improve the efficiency of their sales processes
• Team leaders looking to connect Close and Google Drive for smoother customer management

■Benefits of using this template

• A folder is automatically created in Google Drive when lead information is added to Close, reducing the time previously spent on manual folder creation.
• Prevent human errors such as missed folders and incorrect naming conventions to ensure accurate customer data management.

■How the Flowbot works

1. First, connect Close and Google Drive to Yoom.
2. Next, select Close as the trigger and set the action to “New Lead.”
3. Finally, set the Google Drive “Create Folder” action as the operation, and configure it to create a folder using the information retrieved from Close.

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

■Customization options

• Set the name of the folder to be created in the Google Drive “Create Folder” operation. You can also dynamically generate the folder name using the company name, contact name, or other information retrieved by the Close trigger.
• Specify the parent folder where the new folder will be stored according to your environment.

■Notes‍

• Connect both Close and Google Drive to Yoom.