Question

Connecting Airtable and Teams using Zapier for sales funnel alerts

Forum|Forum|10 months ago
January 22, 2025
2 replies
8 views

BritishLGBTAwards
New

Hello All,

I have linked Air table & Teams to create an alert when a client moves along our sales funnel.

I created Zapier it’s own last modified and set that to update when stage 2 check box is ticked for example.

This now fires off without that field being filled in for reference the image below is the Zapier time field i created, for 3 clients, top was the test, 2nd row sent an alert on the 21/1/25 19:13. but no time is in this field.

Any advice or workaround would be greatly appreciated.

Thanks

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+6

JammerS
Zapier Staff
Forum|Forum|10 months ago
January 24, 2025

Hi @BritishLGBTAwards,

Welcome to the Community.

To create an alert in Teams when a client moves along your Airtable sales funnel, ensure the Zap triggers correctly. If using Airtable's "New Record" or "New Record in View" trigger, the Zap may activate even if the "Zapier time" field isn't updated. To fix this, create a new Airtable view that includes only records with a non-empty "Zapier time" field, then use the "New Record in View" trigger. Alternatively, add a Filter step to ensure the Zap continues only if the "Zapier time" field is populated.

I hope this helps. Let me know if you have any other questions.