Create client project folders and link to lead

Won leads often have no shared project folder, delaying funding paperwork and onboarding. You get linked client folders ready for onboarding and funding prep within minutes.

Workflow preview:

Zap details:

Overview

When a deal is marked won, create a project folder and attach its link to the lead so account managers and marketing ops start from a single, shared file location. That removes onboarding friction and gets funding paperwork ready within minutes.