Create transaction folder and copy documents in Google Drive from Sierra Interactive tag

Organize your transaction management by creating a new folder and copying essential documents in Google Drive whenever a specific tag is applied to a lead in Sierra Interactive. Enjoy clearer file organization for pending transactions.

Create transaction folder and copy documents in Google Drive from Sierra Interactive tag

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Overview

Organize your transaction management by creating a new folder and copying essential documents in Google Drive whenever a specific tag is applied to a lead in Sierra Interactive. Enjoy clearer file organization for pending transactions.

Create transaction folder and copy documents in Google Drive from Sierra Interactive tag