Create folders in ShareFile for new leads in Pipedrive
Effortlessly organize your sales leads with this efficient automation. When a new lead is added to Pipedrive, this workflow will create a dedicated folder in ShareFile, keeping your documents and files neatly arranged for each potential client. Say goodbye to manual folder creation and streamline your sales process with this seamless file management solution.
Effortlessly organize your sales leads with this efficient automation. When a new lead is added to Pipedrive, this workflow will create a dedicated folder in ShareFile, keeping your documents and files neatly arranged for each potential client. Say goodbye to manual folder creation and streamline your sales process with this seamless file management solution.
- When this happens...New Lead
Triggers when a Lead is created.
- automatically do this!Create Folder
Creates a folder in the chosen folder. If home is chosen will create a folder in the home directory.
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