Question

How to automatically sending form submission info to applicable email audience list segment?

  • 16 September 2020
  • 1 reply
  • 14 views

Userlevel 1

I have a client who needs to automate communication between custom home builders and trades who bid on the custom home builder projects (after the home builder fills out the form with all the pertinent job information and checks off all the trades they need, we need these postings to be directly sent to the applicable trades in our contact list so they can bid).

 

I’m assuming the workflow should look something like this:

  • Either type form or google form is submitted by home builders with all applicable infomration (home builders will also check off boxes of the different trades they need, or potentially all of them)
  • Submission information is pulled and put into Mailchimp campaign (the same campaign is sent out to all applicable trades)
  • Send responses out to the applicable lists segments

We will be using Typeform or Google Sheets and Mailchimp, but definitely open to other suggestions if an easier workflow can be made!


1 reply

Userlevel 7
Badge +5

Try using a Filter step: https://zapier.com/apps/filter/integrations

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