Question

How to alternate new entries between two Google Sheets based on existing values?

  • 12 July 2023
  • 1 reply
  • 16 views

Userlevel 2

Hi,

I am currently Zapping from Gravity Forms to Google sheets. The Zap has various filters and a lookup.

Now I would like to alternate the new entries between 2 sheets so I can split the leads between two teams.

I would like to know:

  1. If this at all is possible
  2. Since the lookup is built to avoid duplicate entries, the Zap would have to lookup both sheets to see if the value exists on either of them and then post the new entry on the sheet that didn’t receive the previous entry.

Thanks in advance


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1 reply

Userlevel 7
Badge +14

Hi @cb2022 

Good question.

Here’s a better approach:

Use Airtable instead of GSheets.

Airtable has Views.

Views can have filters.

Views can be shared.

Linked records and count fields can be used to determine which team should be assigned the lead.

 

If you need help, consider hiring a Certified Zapier Expert: https://zapier.com/experts/automation-ace