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Question

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

  • October 16, 2024
  • 2 replies
  • 15 views

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..?

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2 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • October 16, 2024

Hi @BrightDay 

Try adding this Zap action: Affinity - Find an Opportunity

See if that returns the related Persons.

 


SamB
Community Manager
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  • Community Manager
  • October 31, 2024

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! 🙂