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Hello! I need help regarding an automation.

 

My current funnel look like this:

 

I use Outgrow (with a Quizz) to qualify people for a service, they answer few questions and if they do qualify, they get to a Calendly page where they can book a meeting time.

 

I want the answers to the questions in Outgrow to be transfered in a Google Sheet,
BUT ONLY if they have booked a time on calendly.

 

I also want to have the meeting time, email and phone number of calendly to be transfered on the same line in google sheet.

 

The thing is that I don’t know to link those 2 apps, because there don’y have any data in common.

 

Normally, I guess it should look like this:

 

- When Meeting schedule in Calendly


Then send data to Google Sheet

 

- If Data found in google sheet (for example a meeting time)

 

Then look for “Information in Common”


Then Outgrow send other information in the same line on the Google sheet.

 

I don't know how to do that.
If anyone can help me :)

 

Thank you!!

Hi @Zakbel, welcome to the Community!

 

The only way to do this would be if there was a unique piece of information (eg email address/phone number) that the information from Outgrow and Calendly have in Common. Could you perhaps ask people their email address as part of the Quizz? 

 

If you did then you could set something up like this:

 

Zap 1:

  1. Calendly - Invitee created
  2. Google sheets - Create Spreadsheet Row  (add information about Calendly meeting time, including email address of person who booked the time)

 

Zap 2:

  1. Outgrow - New Lead
  2. Delay step - Delay for as long as you think someone needs to create a Calendly appointment
  3. Google Sheets - Lookup Spreadsheet row (using the email address)
  4. Filter - Continue if ‘Zap data was found’ = True
  5. Google Sheets - Update Spreadsheet Row

 


Ok, thank you for the answer @Danvers ! :)