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Hi there

I am a Research Ops lead, looking to make our current system more efficient. 

Currently, we are using different systems eg Calendly, Mailchimp, G-Sheets...etc

I am looking to integrate my participant database (Sheets), with interviews schedule (Calendar), which I need for:

  • linking participant database (Sheets) with interviews schedule (Calendar)
  • sending standard pre-interview briefing email to participants with personalised greetings/name (Gmail)
  • sending pre-interview Reminder email (Gmail)
  • sending post-interview Thank-You with link to claim incentives (Gmail)
  • update incentive payment status for each participant, upon email sent (Sheets + Gmail)

Not sure if Zapier can help with this, any thoughts on this please?

Many thanks

Hi @Amani 

Good question.

What calendar app are you using for scheduling? (e.g. Calendly)

 

Have you reviewed the available Zap triggers/actions for each app to get a sense of what can be accomplished with your desired workflows?

Gmail: https://zapier.com/apps/gmail/integrations#triggers-and-actions

GSheets: https://zapier.com/apps/google-sheets/integrations#triggers-and-actions

 

NOTE: I’d recommend using Airtable instead of GSheets.

Thanks Troy for your reply

 

I am actually using Google Calendar for scheduling interviews

 

I would to sync Calendar, Sheets and Gmail

 

eg when a participant books an interview session on Calendar, interview status changes to Booked on Sheets.

Once interview completes on Google Meet, interview status changes to Complete on Sheets, and a thank-you email sent with an incentive link 

 

I already created standard emails, ...etc

 

So looking for a way to connect all tools together

@Amani 

Have you reviewed the available Zap triggers/actions for each app to get a sense of what can be accomplished with your desired workflows?

Gmail: https://zapier.com/apps/gmail/integrations#triggers-and-actions

GSheets: https://zapier.com/apps/google-sheets/integrations#triggers-and-actions

GCal: https://zapier.com/apps/google-calendar/integrations#triggers-and-actions

GMeet: https://zapier.com/apps/google-meet/integrations#triggers-and-actions

Hey there, @Amani 

Thanks for reaching out! I wanted to pop in and see if Troy’s recommendations sparked anything for you? In case it’s useful here are some additional resources in terms of just starting with Zapier and building a first zap. 

For clarity, I’ll drop all the links Troy collected for the apps and their available triggers/actions below as well:

Let us know if you need any other help! We’re always happy to lend a hand. 👋🏽
Welcome to the Community! 

 

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