Create client folder in Microsoft SharePoint when new lead is added in Zoho CRM
Create client folder in Microsoft SharePoint when new lead is added in Zoho CRM
Create a client folder in Microsoft SharePoint whenever a new lead is added in Zoho CRM. This boosts your organization by ensuring every lead has a dedicated space for documents, enhancing your workflow and client management.
Zap details:
Overview
Create a client folder in Microsoft SharePoint whenever a new lead is added in Zoho CRM. This boosts your organization by ensuring every lead has a dedicated space for documents, enhancing your workflow and client management.