1.Creates property folder mapping
Integrate Google Drive, folder tracking, and metadata mapping to trigger downstream steps and centralize the new folder reference.
Add new property folder link to lead record
Automatically monitor new folder created in Google Drive inside your configured parent folder across Google Drive and Close. Retrieve the share link and create matching Photos and Paperwork folders—so you can find the lead, add a CRM note, and share instant access without manual document setup.
How this automation attaches property links to leads
When a new property folder appears but links and notes stay disconnected, agents lose fast access to photos and paperwork. This automation creates standard child folders, retrieves share links, and adds a Close note—so your team can serve leads immediately.
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2.Creates child folders
Integrate Google Drive and folder templates to create Photos and Paperwork child folders and map child folder ids.
3.Gets share link
Integrate Google Drive and link retrieval to retrieve the folder share link and prepare it for CRM note content.
4.Finds matching lead
Integrate Close and lead search to find the matching lead id by the new folder title.
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5.Creates lead note
Integrieren Sie Close and CRM notes to create a note on the found lead in the share link and folder metadata.
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