Hello!
My company collects most inbound lead data from our website via a webform. That information is passed to our phone answering service (PAS), who proactively calls the lead back. This company also answers the phone when you dial our number on the website.
If the lead fills out the entire form on our website, I currently catch that data via webhook in Zapier as the trigger. I save the information the lead filled out into Google Drive and create a folder based on the address they submit.
If PAS then gets in touch with the lead, PAS completes a Google Form and submits that. The Google Form completion is the trigger for a different Zap, which also creates a folder by address for the lead.
If PAS does not get in touch, they have a different path they follow in the Google Form, but the Zap still creates a folder and populates information.
The challenge I am running into is the process creates multiple folders, which can be confusing when trying to follow up with the lead.
My ideal solution would be the only folder is created when the lead reaches out through my website. Then, whether contact is made by PAS or not, all Google Form submission documents go into this folder. However, there are instances where a lead will call and reach PAS, bypassing the website form, and in that instance, I would need the folder created based on the info PAS submits through the Google Form.
Best answer by Troy Tessalone
View original