Attach client email files to contact folder and update CRM
Attach client email files to contact folder and update CRM
You receive client emails with unfiled attachments that leave advisors without documents and compliance context. Files are filed to the right contact folder and CRM link is updated within minutes.
Workflow preview:
Zap details:
Overview
Unfiled client attachments slow advisors and increase compliance risk. This flow ensures each attachment is stored in the correct client folder and a link is written back to the contact record, so advisors and operations can retrieve documents and evidence within minutes.