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?
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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.
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?
Help article about how to configure Zap actions: https://zapier.com/help/create/basics/set-up-your-zap-action
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