I need help with the best way to accomplish the following process:
- Client emails our gmail account with a specific subject line that matches a label for routing and organization in gmail
- Email from client will have a csv file attached
- Need to create a google sheet for each client and have every time they send me a new email w/ attachment this process would either A) update/create contacts matched by email in same sheet, or B) create a new sheet inside same google doc for client
- Once all data is added in google sheet, we will want to extract certain fields based on a ‘Last Buy Date’ as to only pull out recent new customers added to the list
- That data (first name, last name, email, phone, etc) can be then used to send to all our other platforms as needed
Any help with this flow is greatly appreciated as even with the AI help it doesn’t get me comfortably where I believe it works as intended. Shouldn’t be too hard, for someone who knows Zapier’s capabilities.
Thank you,
Joey
