1.Detect stage update to Closed Lost
Integrate Salesforce to detect Opportunity stage changes and map key identifiers to look up the right project folder.
Move closed-lost project folders into the Closed-Lost archive
Automatically detect Opportunity stage updates to Closed Lost across Salesforce and Google Drive. Create an archive move when qualifying opportunities match, find the right project folder, and transfer it to your Closed Lost archiveβso you can avoid manual archiving.
How this automation archives closed-lost projects
When opportunity stage changes go unhandled, active drives stay cluttered and teams waste time finding closed-lost work. This automation detects Closed Lost updates, filters eligible opportunities, and moves the matching folder into your Closed-Lost archiveβso your team can restore a clean archive quickly.
Salesforceor swap with your favorite app
2.Filters eligible opportunities
Integrate Filter by Zapier to apply record type checks and exclude project scopes to only process relevant opportunities.
Filter by Zapieror swap with your favorite app
3.Finds matching project folder
Integrate Google Drive to search the master project drive by opportunity title and treat missing folders as non-matches.
Google Driveor swap with your favorite app
4.Moves folder into Closed-Lost archive
Integrate Google Drive to move the found folder ID into the designated Closed-Lost archive location.
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