Create client folder in Google Drive, copy tracking sheet, and update lead in Close

Create client folders in Google Drive and copy your tracking sheet whenever new client activity is published in Close. This ensures organized documentation and faster onboarding for your clients.

Create client folder in Google Drive, copy tracking sheet, and update lead in Close

Workflow preview:

Zap details:

Overview

Create client folders in Google Drive and copy your tracking sheet whenever new client activity is published in Close. This ensures organized documentation and faster onboarding for your clients.

Create client folder in Google Drive, copy tracking sheet, and update lead in Close