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  • 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!

 

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

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! 🙂

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