Skip to main content
  • Home
  • Get Help
  • How Do I
  • How can I set up a Zap to send an automated welcome email to new client leads in Jobber CRM?

What I’m trying to do is when a new customer is populated into my Jobber CRM platform is to send them an automated welcome email.

 

So what I have set up now is

Trigger: Jobber, new client

Action: Gmail, send email.

 

Where I’m having trouble here is if I put it in one persons email is it always going to send a welcome email to that one person? I need it to send a welcome email to new client leads only.

 

 

Hi @Gibson87 

You need to map dynamic variables between Zap steps.

Help article to reference: https://zapier.com/help/create/basics/set-up-your-zap-action

Terms & Conditions