Create folders and save email attachments per deal
Create folders and save email attachments per deal
Deal attachments arrive in shared inboxes and get buried, delaying proposal and renewal work. Files are routed into deal folders so reps and sales ops can access them same day.
Workflow preview:
Zap details:
Overview
When attachments pile up in shared inboxes, reps and ops waste time hunting for contracts and proposals. This flow files each attachment into a deal-named folder so reps have immediate access and records are audit-ready the same day.