Advanced Filtering and Paths with Dubsado and Zapier
Автор: Dubsado CRM
Загружено: 2020-04-06
Просмотров: 666
Описание:
In the final webinar of our three-part Zapier series, we’re taking a look at using Filters and Paths in your Zaps. Using Filters and Paths allow you to create smarter Zaps that only run when certain conditions are met. Only want your Zap to run when a certain lead capture form is filled out? Don’t miss this webinar!
*Please note that the techniques covered will require a paid Zapier account to replicate.
Download the handout here: http://bit.ly/dubszapierpaths
00:00 - Intro
03:14 - Filters
06:29 - Adding a filter to your Zap
09:49 - Testing a filter
13:37 - Paths
17:08 - Building a path
23:48 - More ideas for using filters and paths
25:32 - Tips for success with automation
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