Create project folders and link them to deal
Create project folders and link them to deal
You get new CRM boxes without folders or links, so PDFs and docs remain unfiled and intake stalls. The benefit is ready folders and share links, so owners can start work same day.
Workflow preview:
Zap details:
Overview
New CRM boxes often arrive without folder structure or links, which stalls intake and printing tasks. This flow builds the project folders, publishes short links and updates the deal record so coordinators can begin work the same day.