Best answer

Google form responses to search for, then update box & contact in streak

  • 29 April 2020
  • 2 replies
  • 83 views

Userlevel 1

So I have it working really well in one multi-step zap which was great.

 

Now I am trying to do similar but for inbounds via the fb group not just the initial source.  The problem I am seeing is that in this one person they used a different email address which means there is nobody to update or it would create a new box & contact.

I could just switch to a search their phone number but I could run into the same issue.

 

This is the concept I am noodling, but not 100& clear on how to make this happen in zapier.

When google form response trigger

Search for email in streak

Path A

if found update bla bla bla

Path B

l if not found, search for phone number if found update bla bla

If neither found create new box & contact? 

 

 

 

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Best answer by Colleen_M 30 April 2020, 19:59

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2 replies

Userlevel 7
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Hi @Colleen_M ,

Great news on your multi-step Zap! I see you are working with Support on establishing an additional flow using paths. They will be able to dig into your specific set up to see how you might achieve this workflow!

Any additional questions- just let us know!

Userlevel 1

Thanks! I kept getting errors and its a weirdly complicated but shouldnt be complicated process.  If people would just use the same email/phone all the extra paths would be moot. Ugh!