I’m setting up a Zap where the leads acquired from a Typeform are collected into a Google Sheet.
Using a second Zap, i’d like to manually approve (through checkboxes or dropdown options) the leads: the approved leads would then be transferred inside my Dynamics 365 CRM.
The problem is, if i used checkboxes while watching row changes inside a specific column with the “New or Updated row” option, the zap wouldn’t always trigger and i don’t understand why the leads aren’t always added to the CRM.
I still haven’t tried with the dropdown menu.
What can i do?
I also have a couple questions:
I’ve seen that Zapier only detects new values inside a specific cell (and it doesn’t detect values which have already been “watched” inside that cell in the past), as written here by
- What happens if, say, i delete row #2 and then re-create it? Will Zapier “reset” and be able to see “old” values again?
- What happens if i delete row #2 and the following row (#3) replaces it, becoming #2?
I’m asking that since i will need to keep my Google Sheet clean: i’d like to delete leads from the sheet after they’ve been imported to the CRM. Will that affect new entries, since they will “occupy” the same row numbers which have already been “used” with old values? Since Zapier doesn’t “see” old values, i don’t know if it will work. Is there a way to do this?
Best answer by christina.dView original