I'm appealing to the community because I can't find a solution. Here is my problem:
I use Calendly for my business, customers make appointments and they are randomly scheduled to my team members. I am trying to send the appointment information, on Google Sheets, but splitting the data on several sheets (depending on the team member, as one spreadsheet = one team member). To list the appointments in a table for each member of my team.
Does anyone have a solution to my problem?
Thank you very much,
Julia
Best answer by christina.d
Hey there, friends! 👋🏽 I wanted to pop in and summarize Mercology’s responses.
@Julia Immo The challenge is every team member will have a different tab in Google Sheets. There are a couple possible workarounds for this”
Put all appointments in one sheet and then use a Pivot Table to show individual appointments in other sheets.
Look up the sheet ID for each sheet and create a Utility > Lookup table in Zapier to assign the Sheet ID in the Google Sheet Step.
Not a straightforward answer, but they both work.
If you decided to go the Lookup Table route - the below outline maybe useful:
Put the Utility > Lookup Table before the Google Sheet step
In the Lookup Table Assign the following:
- Lookup key = Name of person assigned in Calendly - Lookup table = Google Sheet ID - see highlighted below - Fallback Value = Google Sheet to add the appointment if there is no match on the name
Put the Utility > Lookup Table before the Google Sheet step
In the Lookup Table Assign the following:
- Lookup key = Name of person assigned in Calendly - Lookup table = Google Sheet ID - see highlighted below - Fallback Value = Google Sheet to add the appointment if there is no match on the name
Hey there, friends! 👋🏽 I wanted to pop in and summarize Mercology’s responses.
@Julia Immo The challenge is every team member will have a different tab in Google Sheets. There are a couple possible workarounds for this”
Put all appointments in one sheet and then use a Pivot Table to show individual appointments in other sheets.
Look up the sheet ID for each sheet and create a Utility > Lookup table in Zapier to assign the Sheet ID in the Google Sheet Step.
Not a straightforward answer, but they both work.
If you decided to go the Lookup Table route - the below outline maybe useful:
Put the Utility > Lookup Table before the Google Sheet step
In the Lookup Table Assign the following:
- Lookup key = Name of person assigned in Calendly - Lookup table = Google Sheet ID - see highlighted below - Fallback Value = Google Sheet to add the appointment if there is no match on the name
Google Sheet - Map the result of the lookup table as the Google Shhet ID
I hope this helps!
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