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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?

  • August 18, 2024
  • 2 replies
  • 30 views

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! 🙂