I love the new Looping functionality and for me, its usefulness is really amplified if you combine it with the Digest functionality. Here is how I used them together in one Zap with some tips & tricks along the way!
The use case:
Our Sales team wanted to be able to quickly see which users had either activated their account or logged into their account over the past X days on a client-level. Unfortunately, we didn’t have this data in our CRM (Hubspot) so that’s why I used Zapier.
Steps:
As my trigger, I used a Webhook which my Sales team could send themselves through Hubspot or Slack, and I would find all Associations with that client (unique identifiers of the users).
The output of Step 2 are the ID’s of the users as line items which I would use for my Loop:
All actions after this would loop and take only one of the line item values (ID’s).
I then use this ID to lookup the user in our platform database, check if they have an account, and put them through two different paths:
In the No-account path, I append the user to my manually released Digest - this would become both a Hubspot note and a Slack message with the email addresses and user info as the answer to the Sales Rep.
It’s important to manually release it so you can trigger that on the last iteration.
After this action I want to add more steps to automate things further; think about an email to the user depending on the path.
After you’re done with all Actions, you want to release the Digest on the last iteration to post the notes (in this case everyone who does not have an account yet). You can achieve this with a simple filter - in both paths since you never know in which of the two paths the last iteration will end up!
All that’s left is to take the output of the Digest and feed it back to Hubspot and post it to Slack.
Problems, solutions, and possible improvements
One of the problems I had was that the loop would go to quickly and iterations would run “simultaneous”. To avoid this, I used a “Delay after Queue” to make sure the last iteration was indeed the last one to complete. For speed, I used a 0.1 minute delay being inspired by @Troy Tessalone:
Ideally, I would improve this Zap to be less task-intesive. On average, one execution costs me 4 tasks per user due to the looping, delay, and paths. If anyone has a suggestion how to improve this, let me know!
One other improvement I want to automate this Zap (run X days after the client went live) and to add more actions to both paths such as chat messages on the platform and emails to nudge the No-account users to the platform.
Did this topic help you find an answer to your question?
When you visit any website, it may store or retrieve information on your browser, mostly in the form of cookies. This information might be about you, your preferences or your device and is mostly used to make the site work as you expect it to. The information does not usually directly identify you, but it can give you a more personalized web experience. Because we respect your right to privacy, you can choose not to allow some types of cookies. Click on the different category headings to find out more and change our default settings. However, blocking some types of cookies may impact your experience of the site and the services we are able to offer.
More about cookies
Customize which cookies to allow
Marketing cookies
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant adverts on other sites. They do not store directly personal information, but are based on uniquely identifying your browser and internet device. If you do not allow these cookies, you will experience less targeted advertising.
Social media cookies
label
These cookies are set by a range of social media services that we have added to the site to enable you to share our content with your friends and networks. They are capable of tracking your browser across other sites and building up a profile of your interests. This may impact the content and messages you see on other websites you visit. If you do not allow these cookies you may not be able to use or see these sharing tools.
Analytics/performance cookies
These cookies enable the website to provide enhanced functionality and personalization, and allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. These cookies may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly and we will not know how you are using our site.
Functional cookies
label
These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.
Essential cookies
Always active
These cookies are necessary for the website to function and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not then work. These cookies do not store any personally identifiable information.