Hi @ashleyolson13
Good question.
(Why not put one coach per row?)
Yes, it’s possible.
Zap Steps
- Trigger: GSheet - New Row
- Action: HubSpot - Create/Update Contact
- Action: Filter
- Coach #2 exists
- Action: HubSpot - Create/Update Contact
- Action: Filter
- Coach #3 exists
- Action: HubSpot - Create/Update Contact
- Action: ...and so on
Thank you Troy! I am going to try this Zap tomorrow. I will let you know if I have any further questions!
I currently have an integration with Jotform on my Google Sheet that dumps all the coaches data into one row for each submission. Unfortunately Jotform does not have the capability to create a new row for each coaches’ information, since they are in a single submission based on the form I use. This is maybe something that I could also use Zapier for: as a new row is automatically created from a Jotform submission, break out the row into a separate Google Sheet based on the coaches’ information (one coaches information per row). So instead of one row containing multiple coaches, each coach would have their own row of information.
Example:
Row 1: John Smith, john@example.com, Head Coach
Row 2: Susan Jones, susan@example.com, Assistant Coach
Is this something that I could do with a Zap as well? How do I go about this?
Thank you!
@ashleyolson13
Try these Zap steps to handle 1+ Coaches...
- Trigger: Jotform - New Submission
- Action: Looping
- Action: HubSpot - Create/Update Contact
- Action: GSheet - Create Row
- TBD: if this step is even needed
Oh wow, this looks like it could solve both problems in one Zap! Thank you for the assistance. I will play around with this and let you know if I have follow-up questions!
@ashleyolson13
Try these Zap steps to handle 1+ Coaches...
- Trigger: Jotform - New Submission
- Action: Looping
- Action: HubSpot - Create/Update Contact
- Action: GSheet - Create Row
- TBD: if this step is even needed
Troy, could you provide me with screenshots of an example of creating this Zap? I’m struggling to ensure that each coaches information would be updated, or if the coach information is blank, that it would not cause chaos in my HubSpot account. I’d love to know the step-by-step process with screenshots if possible to I can follow along and ensure that I don’t create an infinite loop.