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Hi, i am trying to create a dynamic email for each time a new file is uploaded to Google Drive

 

So file uploaded » a new email is created and this file (usually a png or jpg) is embedded into this email

 

i am zapping a Google Drive with Close CRM where we are sending these emails from

but when I go to Action step (create email), the only fileds pulling up are still from the trigger part (google drive), not from the 2nd app (close.io crm) where we can assign which contact the email will go to etc

 

thank you 

 

Nata

Hi @Nata 

Please provide screenshots of how your Zap steps are configured.

Here we go, Troy, thanks

 

 

@Nata Sorry we missed your reply! 
Just checking in to see if you still need help with this? 

Just wanted to follow up here to add that in order to dynamically select the correct lead in the Create Email step you’d need to supply the lead’s ID number.

To get the ID number for the lead, a Find Lead Close search step would need to be added. This search step would output the lead’s ID number which could then be selected using the Custom value option in Lead field on the Create Email step. We have some helpful guides on how to use search steps and custom values here: 


Now, in order for the Zap to know which lead to search for, the Google Drive step that triggers the Zap would need to contain the name for the lead. If the lead uploads the file directly then you could use the name that appears in the ownerNames Google Drive field.

If not, the lead name would need to be stored in a different field such as the Title or originalFilename Google Drive fields. In which case a Formatter step may be needed to extract the name to be used as the search value in the Find Lead step. For example to extract the name “Joe Smith” from a file name of “Joe Smith.png” a Formatter (Text > Split Text) action would be used, using a separator of “.”:

f517af32a330b35595bf78f2e1f6abdf.png
This would remove the file extension from the file name so that it could be used in the search step. More details on how to use “Split Text” actions can be found here: Find, replace, or split special characters

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