![]() The action: an event a Zap performs after it's triggered, like adding a lead to a spreadsheet. The trigger: an event that starts a Zap, like when you get a new lead. If something happens to your primary lead tracking tool, you won't lose all your lead information-giving you peace of mind.Įvery Zap follows the same structure: When this happens, do that. Spreadsheets make it easier to slice-and-dice large datasets for faster analysis.īack up your data: Spreadsheet and database apps are also a great way to create an archive of your data. They allow you to share specific information in an organized, easy-to-read way.Įasily analyze data: If you're reviewing a large amount of customer data or want to review data from a variety of sources, your CRM might not be your best choice. Protect customer information: If you want to limit access to your CRM (so only certain people can interact with important customer data), spreadsheets are a smart solution. That way, your team can easily access lead information without digging through multiple tools. ![]() Streamline team collaboration: When you have new leads coming in through multiple demand generation channels-like ads, forms, and chat-it's essential to ensure they get sent to one central place. Here are a few reasons why you should add leads to a spreadsheet or database: Fortunately, that's where spreadsheets can come in handy, helping you more easily track and share data with specific people. Siloed or inaccessible data makes it challenging to communicate effectively with leads. The new Zap can now trigger for each address individually.Why should you add leads to a spreadsheet or database? Finally, create a second Zap with your original workflow to trigger off each new record in the new table. When this Zap runs, it will leave you with three new records on the new table, each with the primary field being the email address you’re searching for. This won’t work if it’s not comma-separated :slightly_smiling_face: Not sure if there’s a more elegant solution, but if you have an extra Zap to spare, you could use two to accomplish this.Īdd a new table that’s linked to the table which includes your form view. When the Interaction form is submitted for more than one linked record at a time, that lookup field says something like a stab in the dark, I tried this for a Search Formula:Īny ideas or tips on how can I write this search fomula?Īlternatively, any idea on how I can tell Zapier to ignore those error messages and NOT shut down my Zap when it fails to find multiple people? ![]() The Interactions table field I’m currently using in Step 2 to match with records in the Contacts table is a an Airtable Lookup field of the email address from the Contacts table. Is there a way I can use a Search Formula for “Step 2: Find Record in Airtable” so it finds multiple records to update in Step 3? After a bunch of error messages, Zapier shuts down the Zap, and then the Zap doesn’t even work for one-at-a-time updates, until I log in and turn the Zap back on again. When this happens, the Zap trips an error message (even if the Progress field wasn’t updated). The problem is, users often fill out the Interaction form to apply updates to multiple Contacts at the same time (using linked field). Those new rows appear whenever a user fills out an Interactions Form. Following the two tutorials on setting up Zapier, I’ve successfully gotten a Zapier Zap working to update a “Progress” field within the primary “Contacts” table whenever a new row appears in the “Interactions” table.
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