Google Drive + Leap CRM
Create new Google Drive folders for every new customer in Leap CRM
Organize your new clients efficiently with this automation. When a new customer is added in Leap CRM, it generates a corresponding folder in your Google Drive. This not only keeps your information neatly arranged but also saves your time by avoiding manual data entry. Use this workflow to streamline your client management process efficiently.
Organize your new clients efficiently with this automation. When a new customer is added in Leap CRM, it generates a corresponding folder in your Google Drive. This not only keeps your information neatly arranged but also saves your time by avoiding manual data entry. Use this workflow to streamline your client management process efficiently.
- When this happens...New Customer
New Customer from jobprogress
- automatically do this!Create Folder
Triggers when a new folder is added directly to a specific folder (but not its subfolders).
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New Customer
New Customer from jobprogress
Try ItLead Id
Job Id / Job Number (8888-9999-01)
Documents ListRequired
Lead IdRequired
Value
Latitude
Longitude
Address
City
House Number
Street
Zip Code
State
Country
Company
Documents List
First NameRequired
Last Name
EmailRequired
Phone
Salesman / Customer Rep
Job Rep / Estimator
Job Description
Referral
Drive
Try It
New Lead
New Lead from JobProgress
Try ItIDRequired
First NameRequired
Last Name
PhoneRequired
EmailRequired
Company Name
Address
City
State
Zip Code
Country
Lead IdRequired
Value
Latitude
Longitude
Address
City
House Number
Street
Zip Code
State
Country
Company
Documents List
First NameRequired
Last Name
EmailRequired
Phone
Drive
Folder
Include Subfolders?
Subfolder Depth Limit
Include Deleted Files?
Try It
