Create folder, copy template file, and send notification email when lead status changes to customer

Create a new folder in Google Drive and copy a template file when a lead's status changes to customer in Close. Send a notification email via Gmail to keep your team informed, ensuring faster onboarding and improved organization.

Create folder, copy template file, and send notification email when lead status changes to customer

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Overview

Create a new folder in Google Drive and copy a template file when a lead's status changes to customer in Close. Send a notification email via Gmail to keep your team informed, ensuring faster onboarding and improved organization.

Create folder, copy template file, and send notification email when lead status changes to customer