Create folders in Google Drive for new Wealthbox CRM contacts
Organize and manage your Wealthbox CRM contacts efficiently by creating a dedicated folder in Google Drive whenever a new contact is added. This seamless workflow ensures you have a centralized location to store important documents related to your contacts, enhancing your data management and accessibility.
Organize and manage your Wealthbox CRM contacts efficiently by creating a dedicated folder in Google Drive whenever a new contact is added. This seamless workflow ensures you have a centralized location to store important documents related to your contacts, enhancing your data management and accessibility.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Folder
Triggers when a new folder is added directly to a specific folder (but not its subfolders).
- Free forever for core features
- 14 day trial for premium features & apps