I’ve connected Hotjar to Salesforce so we can follow up on survey responses. However, I ONLY want a Salesforce case to be created if someone answers No to a question in the survey but I don’t see any way to set a conditional Zap. Has anyone does this before?
Thanks!
Best answer by PaoloBest answer by Paolo
Hi
You can add conditions to a Zap by adding filters. You can learn more about that here: https://help.zapier.com/hc/en-us/articles/8496276332557-Add-conditions-to-Zaps-with-filters
Hope that helps 😀
+14Hi
Good question.
Try adding a Filter step to your Zap: https://zapier.com/apps/filter/help
On Professional+ plans, you can add Paths: https://zapier.com/help/create/customize/add-branching-logic-to-zaps-with-paths
+5Hi
You can add conditions to a Zap by adding filters. You can learn more about that here: https://help.zapier.com/hc/en-us/articles/8496276332557-Add-conditions-to-Zaps-with-filters
Hope that helps 😀
I’ve connected Hotjar to Salesforce so we can follow up on survey responses. However, I ONLY want a Salesforce case to be created if someone answers No to a question in the survey but I don’t see any way to set a conditional Zap. Has anyone does this before?
Thanks!
Can Filters be used under Free Plan?
Hi
Good question.
Try adding a Filter step to your Zap: https://zapier.com/apps/filter/help
On Professional+ plans, you can add Paths: https://zapier.com/help/create/customize/add-branching-logic-to-zaps-with-paths
Can Paths be used under Starter Plan?
If No, what are other options to use conditions with zapier?
Thank you
+14Filters require a Zapier paid plan.
Paths require a Zapier paid plan (Professional +).
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