Skip to content
Templates
Create project folders and client record on deal move

Create project folders and client record on deal move

Deals reaching Initial Call often lack structured folders and linked contacts, delaying estimates. Estimating starts same day with organized folders, quotes, and a linked client.

Create project folders and client record on deal move

Workflow preview:

Zap details:

Overview

When deals hit Initial Call, manual setup wastes estimator time and risks misfiled quotes. This flow provisions a project folder, copies your quote template, creates or links the client contact, and advances the deal so estimating can begin same day.

Create project folders and client record on deal move