Create client folder in Google Drive, and set sharing permissions from kvCORE lead
Create client folder in Google Drive, and set sharing permissions from kvCORE lead
Create a new client folder in Google Drive when a lead is generated in kvCORE, and set sharing permissions for the lead's email. This ensures organized client management and enhances collaboration from the start.
Workflow preview:
Zap details:
Overview
Create a new client folder in Google Drive when a lead is generated in kvCORE, and set sharing permissions for the lead's email. This ensures organized client management and enhances collaboration from the start.