Video - Sorting leads (or anything!) into arrays using Zapier

  • 27 February 2020
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Hey guys!

I've received this question quite a bit: How do I take something like a lead, and sort it into a specific segment or group based off of something like company size?

That's a pretty simple challenge if the groups are single entities like A, B, or C, just throw it into the Lookup table in Formatter!

Now, what happens if those groups are arrays like 50-100, 101-250, 251-1000? Then it's suddenly more difficult because the Lookup Table can no longer handle it!

In this video, I describe a different method for sorting into arrays that is easy enough for anyone to replicate, while also showing a neat way to test these sorts of situations! Enjoy!

P.S. I know that you can use either a Code by Zapier step, or an external call to something like Google Sheets to get this done, but I wanted a solution that was self-contained and didn't required minimal coding knowledge :)



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