Hey Zapier community! 👋
I wanted to share a workflow that’s helped our team automate task creation, calendar events, CRM deals, and email notifications — all from a single Google Sheet.

This setup uses Zapier Paths to branch logic depending on task type, lead status, or team role. It’s been a game-changer for reducing manual work and making sure every task or lead is handled on time. 🕒

Let’s jump right in 👇

🔧 The Tools We Used

We connected 5 core apps via Zapier:

🧭 How the Zap Works

Every time a row is added or updated in our team’s central Google Sheet, the Zap is triggered and logic paths start branching depending on what's inside that row.

Here’s the simplified logic:

✅ Path A – Task Creation

• If the row indicates an internal task, a Trello card is created.
   
• Then it splits again:
   
  • Path D: Sends an email to the assignee.
  • Path E: Formats the due date and creates a Calendar event.
     

🔁 Path B – Update Trello List

• If a lead is marked as "follow-up", it moves their Trello card to the correct list.
   

🗃️ Copy of Path B

• Used for another lead status logic (e.g. "Hot Lead → Priority").
   

📇 Copy of Path E – Create CRM Deal

• Checks if it's a new lead → Adds a Deal in Pipedrive with mapped data.
   

🛑 Fallback Path

• If no conditions are met, it still creates a default Trello card so nothing is missed.
   

💡 Real Example

Let’s say this row is added:

Zapier instantly:

• Creates a Trello card on the "Sales Board"
   
• Logs a Deal in Pipedrive with Mark’s details
   
• Sends Sarah an email with the lead info
   
• Adds a Calendar reminder for July 10
   

All in seconds. ⚡

Why We Built This

We needed one source of truth to manage:

• Team tasks
• Lead pipelines
• Follow-ups
• Client notifications
   

Instead of switching tabs all day, we now handle everything from one spreadsheet.

Hey Zapier community! 👋
I wanted to share a workflow that’s helped our team automate task creation, calendar events, CRM deals, and email notifications — all from a single Google Sheet.

This setup uses Zapier Paths to branch logic depending on task type, lead status, or team role. It’s been a game-changer for reducing manual work and making sure every task or lead is handled on time. 🕒

Let’s jump right in 👇

🔧 The Tools We Used

We connected 5 core apps via Zapier:

🧭 How the Zap Works

Every time a row is added or updated in our team’s central Google Sheet, the Zap is triggered and logic paths start branching depending on what's inside that row.

Here’s the simplified logic:

✅ Path A – Task Creation

• If the row indicates an internal task, a Trello card is created.
   
• Then it splits again:
   
  • Path D: Sends an email to the assignee.
  • Path E: Formats the due date and creates a Calendar event.
     

🔁 Path B – Update Trello List

• If a lead is marked as "follow-up", it moves their Trello card to the correct list.
   

🗃️ Copy of Path B

• Used for another lead status logic (e.g. "Hot Lead → Priority").
   

📇 Copy of Path E – Create CRM Deal

• Checks if it's a new lead → Adds a Deal in Pipedrive with mapped data.
   

🛑 Fallback Path

• If no conditions are met, it still creates a default Trello card so nothing is missed

💡 Real Example

Let’s say this row is added:

Zapier instantly:

• Creates a Trello card on the "Sales Board"
• Logs a Deal in Pipedrive with Mark’s details
• Sends Sarah an email with the lead info
• Adds a Calendar reminder for July 10
   

All in seconds. ⚡

Why We Built This

We needed one source of truth to manage:

• Team tasks
• Lead pipelines
• Follow-ups
• Client notifications
   

Instead of switching tabs all day, we now handle everything from one spreadsheet.

👇 Sneak Peek of the Full Flow

Yes, it looks intense — but each path is modular, and you can easily reuse logic for other teams like marketing, support, or onboarding.

TL;DR

If your team uses spreadsheets to track work, try adding Zapier Paths.
You'll go from "manual mess" to "magic machine" overnight. ✨

Have a question? Drop it below and I’d be happy to help!
I can also share a starter Zap or help you tweak your logic.

Tags: #ZapierPaths #GoogleSheets #Gmail #Pipedrive #Trello #Automation

Let me know if you'd like me to post this in your voice, adjust formatting for Markdown, or generate a cover graphic like the orange “Workflows & Workarounds” banner style.