I am trying to follow up with an external sales team through email after an event ends. We do NOT share a CRM which has complicated this.
Here's what I thought I could do
- Call center uses airtable form with lead information
- Zapier creates a google event with relevant lead information in it
- I manually add a closer based off location and availability
- After google event ends, zapier sends an email to the closers email asking how the proposal went
The issue here is that if I create an event with two guests (lead and closer), I can't send an email to ONLY the closer.
If I could make a custom property titled closer, I could, but that doesnt seem possible with Google Calendar.
Just typing this out, has made me think of a less than ideal situation where I create two google events, one for the closer and one for the lead, though I'd rather not do that.
Any ideas on how I can do this?
Also I use Pipedrive CRM for myself if there were a way to create a follow up after an activity matching a stage is over that would likely work since Pipedrive supports custom properties, though I looked and didnt see the ability to do exactly that..
Open to suggestions :)
Best answer by AndrewJDavison_Luhhu
In the event description you should add the closer information in the following format:
Make sure it's the last thing written in the event description - i.e, no other text follows it.
Then add a "Formatter->Text->Split Text" step to the zap. The "Input" should be the event description, the "Separator" should be 'Closer:' and the "Segment" should be 'Last'.
The output of that step will be the email address.