1.Captures deal from new box
Integrate Streak and CRM mapping tools to capture deal name and identifiers so you can title folders and prepare updates.
Create deal folder and draft quote for new deal
Automatically monitor new deals in Streak across sales handoffs and proposal workflows. Create and update when a new deal arrives, a new box is created, or the pipeline stage qualifiesβso you can create deal folders, copy draft quotes, and update deal links without manual follow-up.
How this automation accelerates your quote turnaround
When a new deal sits without a prepared quote link, reps lose time and deals stall. This automation captures new-deal details in Streak, creates folders and draft quote copies in Google Drive, shortens links, and updates the deal recordβso your team can act immediately.
Streakor swap with your favorite app
2.Creates deal folder
Integrate Google Drive and file storage tools to create a new folder under your sales drive so you can store quote assets.
Google Driveor swap with your favorite app
3.Copies draft quote file
Integrate Google Drive and document templates to copy the draft-quote file into the deal folder so you can use the renamed copy.
4.Shortens folder or file link
Integrate URL Shortener by Zapier and link handling tools to shorten the new folder or copied file link so you can share it quickly.
URL Shortener by Zapieror swap with your favorite app
5.Updates deal with link and folder ID
Integrate Streak and CRM fields to write the shortened URL and folder ID back to the deal record so you can enable instant action.
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