1.Detects submitted property data
Integrate Salesforce and CRM tools to catch property data submission when an Opportunity field updates to indicate submitted data.
Create analysis sheet and shared folder per property
Automatically monitor updated Opportunity fields for submitted property data across Salesforce, Google Drive, and Google Sheets. Create and update analysis sheets and shared folders when property data submitted, key details change, or opportunities move to submitted stage—so you can create folder structure, prefill investment analysis, and link reviewer access without manual reporting.
How this automation creates consistent analysis assets for reviews
When the configured Opportunity field updates to indicate property data submitted, delays can slow reviews and duplicate work. This automation creates a property folder and a standardized investment-analysis sheet and updates the originating Opportunity with folder and spreadsheet links—so your team can review faster without chasing files.
Salesforceor swap with your favorite app
2.Creates property folder
Integrate Google Drive and shared drive libraries to create a new property folder and organize it into the configured structure.
Google-Laufwerkor swap with your favorite app
3.Copies investment template
Integrate Google Sheets and spreadsheet templates to duplicate a standardized investment-analysis template and set the sheet title.
Google Sheetsor swap with your favorite app
4.Prefills submitted details
Integrate Google Sheets and data mapping tools to add a row of submitted property details and prefill analysis columns.
5.Moves sheet into folder
Integrate Google Drive and collaboration permissions to place the copied spreadsheet into the new property folder and share for reporting.
6.Updates Opportunity links
Integrieren Sie Salesforce and reporting links to update the originating Opportunity in the spreadsheet ID and a folder link for reviewers.
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Schritt 1
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Schritt 2
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Schritt 3
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