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Best answer

Set up automation for leads distribution to different Google Sheets

  • June 24, 2021
  • 1 reply
  • 158 views
W

I’m using web hooks to receive leads from web forms, I’d like to distribute real estate leads collected from website to different Google Sheets.

 

Scenario A:

  • New lead for ABC Residence to Agent A

Lead sample:

  • ABC Residence
  • Client’s Name
  • Client’s Phone

Action:

  • Send the data to Google Sheets of Agent A

-

Scenario B:

  • New lead for DEF Residence to Agent B

Lead sample:

  • DEF Residence
  • Client’s Name
  • Client’s Phone

Action:

  • Send the data to Google Sheets of Agent B

-

Scenario C:

  • New lead for DEF Residence to Agent C

Lead sample:

  • GHI Residence
  • Client’s Name
  • Client’s Phone

Action:

  • Send the data to Google Sheets of Agent C

 

And so on.

 

Please let me know if it’s possible to do that? Using Filter or Paths?

 

Regards,

Winson

Best answer by MichelleS

Hey, Winson! You hit the nail on the head! Using multiple Zaps + filters or a single Zap + Paths will do the trick!

 

Here’s a few resources to help:

https://zapier.com/help/create/customize/add-conditions-to-zaps-with-filters

https://zapier.com/help/create/customize/add-branching-logic-to-zaps-with-paths

https://zapier.com/help/create/customize/whats-the-difference-between-and-and-or-logic-in-filters-and-paths

 

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

1 reply

M
Forum|alt.badge.img+5
  • MichelleSZapier Staff
  • Zapier Staff
  • Answer
  • June 24, 2021

Hey, Winson! You hit the nail on the head! Using multiple Zaps + filters or a single Zap + Paths will do the trick!

 

Here’s a few resources to help:

https://zapier.com/help/create/customize/add-conditions-to-zaps-with-filters

https://zapier.com/help/create/customize/add-branching-logic-to-zaps-with-paths

https://zapier.com/help/create/customize/whats-the-difference-between-and-and-or-logic-in-filters-and-paths

 

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