Create folders in OneDrive for new deals in Pipedrive
Stay organized and efficient with this workflow that gets activated when a new deal is set in motion in Pipedrive. It immediately creates a corresponding folder in your OneDrive application, making sure all your critical deal documents are compiled in one central location. This seamless process eliminates the need to manually manage your file organization, thus saving you time to focus more on closing deals.
Stay organized and efficient with this workflow that gets activated when a new deal is set in motion in Pipedrive. It immediately creates a corresponding folder in your OneDrive application, making sure all your critical deal documents are compiled in one central location. This seamless process eliminates the need to manually manage your file organization, thus saving you time to focus more on closing deals.
- When this happens...New Deal
Triggers when a new deal is created.
- automatically do this!Create Folder
Creates a new folder.
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