My client manages customer referrals and points with spreadsheets and a separate website login. This is too much overhead. How can I streamline it to just send email updates when points change? Would Zapier be sufficient, or do I need a different tool?
How do I use Zapier to streamline customer referral updates and point changes with emails?
Userlevel 7
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16 March 2024
Hi
Which spreadsheet app is being used?
What email app is being used?
Zap app available triggers/actions
GSheets: https://zapier.com/apps/google-calendar/integrations#triggers-and-actions
Gmail: https://zapier.com/apps/gmail/integrations#triggers-and-actions
Hi Troy , thanks for the response , the client is open to use whatever spreadsheet software or email. As long as they manage to update it and automatically notify the user via email. I can’t think of a system of the top of my head but was wondering whether you could suggest any?
Also , I want to ensure that only the customer that was updated will receive a email not everyone on the list.
Userlevel 7
+14
- Certified Zapier Expert
- 24196 replies
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16 March 2024
Try these Zap steps:
- Trigger: GSheets - New/Updated Row
- Action: Filter
- Make sure the desired data points are populated
- Action: Gmail - Send Email
Will try that, can the email sent be dynamic, for example only the row that the client information has changed be updated?
Userlevel 7
+14
- Certified Zapier Expert
- 24196 replies
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16 March 2024
Help article about how to configure Zap actions: https://zapier.com/help/create/basics/set-up-your-zap-action
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