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Separate the deal

  • 27 May 2022
  • 1 reply
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Hi I am new for Zapier. Can I ask you guys that how I can separate the data like if the lead come in if amount more than 1K then create the deal number 1 if not create the deal number 2

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Best answer by Danvers 27 May 2022, 14:40

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Hi @Chayapol!

There are a few different ways of doing this depending on the apps you’re using and the Zapier plan that you have. 

Using filters

If you only have a couple of options (eg there are only 2 deals that you want to create, depending on the amount) then you can use filters to create two Zaps that will work under different conditions. Here’s a help guide on using filters this way: https://zapier.com/help/create/customize/add-branching-logic-to-zaps-with-filters

 

Using Paths

If you have a Zapier Professional account, you can create branching logic in the same path using Paths. You would create one path that continues id the deal is more than 1K and one that continues for any other amount. Here’s a guide to using Paths: https://zapier.com/help/create/customize/add-branching-logic-to-zaps-with-paths

 

Using a Lookup Table

Depending on the fields in the apps that you want to use, you can also use a lookup table in the Zap. A lookup table says ‘If you see value 1, output A, if you see value 2, output B, etc’ and you can add a lookup table to a Zap using the Formatter by Zapier app (Choose the ‘Utilities’ option). Here’s a guide to lookup tables: https://zapier.com/help/create/format/create-lookup-tables-in-zaps

 

I hope that helps, if you need some more information we’ll need to know more about what you’d like to do:

  • What is your Zap trigger and actions?
  • Do you just have those 2 conditions (More than 1K and anything else) or do you want more?
  • Which app do you need to add the deal to? Is it just the Deal that you need to change or are there other fields that will be different?

Thanks!