In setting up an automation with Zapier, I want a client who has filled a form to get an email with a Calendly link. and the client information populated on a google sheet. I also want Zapier to check the Calendly and if the client has not booked a schedule, it should automatically send this client an automated follow-up message.
And if this client has already booked a schedule on Calendly, then they should NOT get a follow-up.
I have set up this flow on Zapier with a delay, but here is the issue I am facing. Both the client who has set up a schedule on Calendly and the one who did not both got follow-up messages.
Attached are images of steps i believe i am struggling with
how can i fix this
Best answer by Troy Tessalone
Hi @Halima
There’s a chance the user submits different info via the form vs via Calendly for the meeting.
You need to log both the form submissions and the Calendly meetings in the GSheet for the Zap to check against before filtering.
Assuming the user uses the same email address for both…
Zap 1: Log the form submission in the GSheet, and set a Calendly column value = NO
Zap 2: Log the Calendly submission in the GSheet, by finding a matching row and updating the matching row for the Calendly column value = YES
Zap 3:
Schedule - Daily
Runs daily at a set time
GSheets - Lookup Row
Finds GSheet rows that match the lookup conditions
Calendly column is NO
Filter
Only continue if there is are matching GSheet rows found in step 2
Gmail - Send Email
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I'm glad to hear Troy was able to point you in the right direction! If you’re still running into any issues after reviewing the Zap, please don’t hesitate to reach out—we’d be happy to take a closer look and help further.
