Keep marketing ops prospect folders linked to CRM deals

Marketing ops lose prospect documents in shared drives, causing handoff delays. Link a dedicated cloud folder to each deal so sales reps find quotes and proposals in one place.

Overview

Scattered prospect files create handoff friction that stalls pipeline momentum for marketing ops. This workflow creates and links a centralized folder to every new deal, ensuring sales reps always find the latest quotes and proposals. The result is faster handoffs, fewer document searches, and clearer accountability.

Notable Features

Create cloud folder per deal
Attach folder link to CRM
Notify sales reps with link