Keep marketing project folders matching updated deal names
Keep marketing project folders matching updated deal names
Marketing ops edit deal names in pipeline, leaving shared folders mismatched and campaign assets misplaced. This workflow renames deal folders to match new titles so marketing ops find assets and skip manual reconciliation.
Overview
Marketing ops lose time and miss assets when CRM deal names and shared folders fall out of sync, delaying campaigns. This workflow keeps shared deal folders aligned with CRM titles so marketing ops always locate campaign assets and avoid manual file reconciliation, protecting launch readiness and creative continuity.
Notable Features
- Rename shared folders to match deals
- Filter only pipeline deals
- Notify marketing ops of updates