Skip to main content

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Learning Resources
All of our best learning resources can be found here.

Featured Articles Show & Tell Zapier's products AI Hub Zapier Tools Hub

Share your knowledge
Give back to the Community by sharing your automation wins and helping to answer questions.

Share your success See unanswered questions User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

Hi there,


I am trying to follow up with an external sales team through email after an event ends. We do NOT share a CRM which has complicated this.


Here's what I thought I could do


Zap 1:

  • Call center uses airtable form with lead information
  • Zapier creates a google event with relevant lead information in it
  • I manually add a closer based off location and availability


Zap 2

  • After google event ends, zapier sends an email to the closers email asking how the proposal went

The issue here is that if I create an event with two guests (lead and closer), I can't send an email to ONLY the closer.

If I could make a custom property titled closer, I could, but that doesnt seem possible with Google Calendar.


Just typing this out, has made me think of a less than ideal situation where I create two google events, one for the closer and one for the lead, though I'd rather not do that.


Any ideas on how I can do this?


Also I use Pipedrive CRM for myself if there were a way to create a follow up after an activity matching a stage is over that would likely work since Pipedrive supports custom properties, though I looked and didnt see the ability to do exactly that..

Open to suggestions :)

Thanks,

Jacob


Hi @Jacob

In the event description you should add the closer information in the following format:

"Closer:john.smith@gmail.com"

Make sure it's the last thing written in the event description - i.e, no other text follows it.

Then add a "Formatter->Text->Split Text" step to the zap. The "Input" should be the event description, the "Separator" should be 'Closer:' and the "Segment" should be 'Last'.

Screen Shot 2020-02-25 at 17.34.43.png

The output of that step will be the email address.


Terms & Conditions