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Question

How do I set up a Zap to send a Gmail email when moving a prospect to the next stage in my deal pipeline?


Hi all,

New to Zapier and loving it! I’ve got my first zap running nicely for when people sign up to my newsletter. 

I’d like to create a zap for when I move a prospect from one stage on my deal pipeline to the next. So update list entry - Lead”

So when I move a prospect into “Second follow up email” I was hoping to fire off an email from my Gmail via Zapier - is this doable?

I’d love any advive!

 

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2 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • August 18, 2024

Hi @deadant 

For us to have more info, post screenshots with how your Zap steps are outlined and configured in EDIT mode.

You may need to use a Filter or Paths:

https://zapier.com/apps/filter/help

https://help.zapier.com/hc/en-us/articles/8496288555917


SamB
Community Manager
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  • Community Manager
  • August 28, 2024

Hi @deadant 👋

Were you able to get this sorted by adding a filter or paths to your Zap? 

Keen to ensure things are all squared away here so please do let us know whether you’re in need or any further help here! 🙂