How do I send a quote form (Gmail) only to first-time contacts using Zapier?
“This post has been edited by a moderator to remove personal information. Please remember that this is a public forum and to remove any sensitive information prior to posting.”
Hi, I want to set up a zap that sends a client a quote form(via gmail), but only when they contact us for the first time using specific triggers. Currently, I have what you can see in the attached photos and unfortunately, it doesn't work. How should I set up this zap?
The data presented in the photo are my test data (test email).
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Hi @Wojciech Kazimierowicz
Try logging emails in a GSheet, then use that as a lookup table to check against in the Zap for Step 3.
Use the Zap action: GSheets - Lookup Row
Check the box to create a row if not found.
That would indicate it’s the first email.
Configure the Filter conditions in step 4 to only continue if found = false.
Hi @Wojciech Kazimierowicz
Try logging emails in a GSheet, then use that as a lookup table to check against in the Zap for Step 3.
Use the Zap action: GSheets - Lookup Row
Check the box to create a row if not found.
That would indicate it’s the first email.
Configure the Filter conditions in step 4 to only continue if found = false.
“This post has been edited by a moderator to remove personal information. Please remember that this is a public forum and to remove any sensitive information prior to posting.”
Unfortunately, Gsheet lookup doesn't work for me no matter if the mail column contain email or no, when i test the triger it add another same email.
ok finally working THX TROY, without your help it would take much much longer(probably forever) :)
Thanks so much for following up here @Wojciech Kazimierowicz to confirm you’ve solved this now, it’s much appreciated! And thanks for helping out here @Troy Tessalone - also very much appreciated!
Please do reach out to the Community again if you run into further issues. In the meantime, happy Zapping!