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Create project folder and attach link to record

Create project folder and attach link to record

Your collateral records lack linked storage, leaving sales decks scattered and hard to find for campaigns. A shared folder is attached to each record so stakeholders access assets same day.

Create project folder and attach link to record

Workflow preview:

Zap details:

Overview

When a new collateral item is logged, this flow creates a shared folder and links it back to the record so campaign managers and sales reps find assets instantly. That reduces time spent hunting files and gets teams launch-ready the same day.

Create project folder and attach link to record