Skip to content
Templates
Create client folder and log request to sheet

Create client folder and log request to sheet

Your pricing emails lack structured records and folders, stalling onboarding and proposal prep. You get a spreadsheet row and a client folder created automatically so managers can act same day.

Create client folder and log request to sheet

Workflow preview:

Zap details:

Overview

When pricing requests land in your inbox they often go untracked and slow campaign launches; this flow creates a client folder and logs the request so managers can start the same day. The result is faster intake, fewer missed handoffs, and consistent file organization ahead of proposals.

Create client folder and log request to sheet