My zap Trigger is when lead status change on hubspot I want to send an email from contact owner email. But only on specific lead status not on all lead status.For that I’m using filter as well to see if lead status match with my required lead status upon which the email will be sent.
As you can see in below screenshot, If also using path for selecting contact owner zoho email account so email can be send from that particular owner only with customized email template draft with contact owner detail.
This means each zap is 6 tasks and eats it’s way through my allowance quickly
Is there any way for me to combine these tasks and reduce task usage?
Best answer by christina.dBest answer by christina.d
Yay! Thanks for coming back around and letting us know what worked for you, @Samad808! 🎉
I hope you don’t mind, I’m going to consolidate some of Troy’s responses on how to make this a more efficient workflow. 🤗
Troy Tessalone wrote:
You should NOT need the Filter as Step 4 since each Path has it’s own filter step.
Then we’d need to see how screenshots with the revised Path Filters are configured in order to further evaluate and advise.
Troy Tessalone wrote:
You may not need step 2 since you should be able to returned the desired fields from the trigger in step 1.
Troy Tessalone wrote:
Are you using a representative Contact example from HubSpot that has those properties populated?
I tried but it's not working. I'm using 2nd step for getting contact details and contact owner ID. If I remove this I won't be able to get contact owner details.
