I have many Exell sheets full lead data. Every time someone adds a new lead into the spreadsheet, I want a few simple automations to occur:
- Zapier answers the question: Is this person already in our CRM? True or False
- If so, how much have they ordered in the past?
- Who is the salesperson that dealt with this person?
I attached a screen shot of how it would look below.
I know it’s possible to do this in Zapier but I can’t seem to figure it out. What type of Zap would I need to do and how would I structure this? Please let me know. Thanks so much!