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  • How do I set up a Zapier to add associated people from an updated opportunity to a Google Sheets and Affinity list?

I’m trying to setup a Zapier that does the following: 1) when the status of an opportunity is changed 2) the people associated with the opportunity are 3) added to a Google Sheet and then 4) added to an Affinity person list.

Currently Zapier is not showing a way to pull the person profiles from an opportunity..?

Hi @BrightDay 

Try adding this Zap action: Affinity - Find an Opportunity

See if that returns the related Persons.

 

Hi @BrightDay!

Just checking in here to ask how you got on with that Find an Opportunity action Troy suggested - did that do the trick?

If not or you have any further questions just let us know - happy to assist further! 🙂 

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