Best answer

Matching names to emails


Userlevel 1

Hi all,

I am looking into matching a name to an email.

A name is entered in Typeform, the email list with names is in an Excel file. If the name entered in Typeform matches the name in the Excel sheet, then send them an email using the provided email address in the Excel sheet.

How can I achieve this?

Thanks!

icon

Best answer by ikbelkirasan 9 May 2020, 00:02

Hi @Avanti - Welcome to the community!

You could achieve that by setting up a zap where the trigger would be “New Entry in Typeform”, the next step should be “Find Row in Microsoft Excel” which should find the row that matches the name from the previous step, and finally add a third step, select an app (Gmail, Outlook, or Email by Zapier...etc) to send the email to the email address specified in the “New Entry” step.

View original

This topic has been closed for comments

2 replies

Userlevel 7
Badge +11

Hi @Avanti - Welcome to the community!

You could achieve that by setting up a zap where the trigger would be “New Entry in Typeform”, the next step should be “Find Row in Microsoft Excel” which should find the row that matches the name from the previous step, and finally add a third step, select an app (Gmail, Outlook, or Email by Zapier...etc) to send the email to the email address specified in the “New Entry” step.

Userlevel 1

Thanks a lot!