Hey Zapier team! Hope you’re having a great week. I’ll surely have it as well if I can figure this out :)
I’m trying to build a zap, but I guess my knowledge is a bit limited on this topic.
I’m basically wanting to build something between Pipedrive and Gmail (but if necessary to add Google Sheets as an extra step, then I’m willing to as well), where I want to find all deals that are linked to a Contact person and then send an email to that Contact person about their deals.
I currently can make it that every deal is a separate email to the Client, but if there’s too many deals then it becomes a bit spammy.
Is there a way to build a zap that allows to gather all information of all deals connected to a client and email them with relevant information from those deals (deal title and some custom fields)?
I was suggested to use Formatter, but even after reading about it, I still couldn’t figure out how to use it for this specific example. Hoping someone can help me here.
Thank you in advance!