Execute step based on value in Google sheet

Status: Closed · Asked by Lars on · 0 views

Lars — Question ·

I'm looking to automate a follow-up email step in a customer aquisition process. The existing workflow currently ends with a first email to the prospect, and if they haven't signed up after a specific time I want to send a follow-up to them. When they sign up, a column in a Google sheet is updated, and that value is what needs to trigger the follow-up, so I need to be able to either add a step that can look up this value, or branch to a new workflow, passing the email address as a parameter, which can look it up. Doable?

Thanks,
Lars.

Fagun Shah — Reply ·

Yes, you can use Delay to module to delay it for a specific time and then use Google Sheet - Lookup Row action to lookup using that email id and after that add a filter step as per your requirement.

So it will only send 2nd email after filter if the filter condition is fulfilled.

Fagun Shah
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