Skip to content
Templates
Create lead document folder and attach to record

Create lead document folder and attach to record

Leads arrive without a central file folder, forcing reviewers to search attachments. It creates the folder, copies files, and updates the lead record so materials are available same day.

Create lead document folder and attach to record

Workflow preview:

Zap details:

Overview

Scattered lead files slow down review and handoffs; your coordinators waste time hunting attachments. This flow centralizes each lead's documents into a single folder and writes the folder link back to the record, so reviewers can find materials and act the same day.

Create lead document folder and attach to record