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Austin New Leads to EBQ

Anytime a new record is created in Insightly, filter my data in Filter by Zapier and create spreadsheet row in Google Sheets. Need to add the additional "Needs_Scheduled" filter before sending. Need to change the destination app to SalesForce obviously. There are multiple cities that we need to sort as well--This filters for Austin leads only, and I have additional Zaps set up to filter leads for Edmonton, San Antonio, and Houston, based on postal code, so I can send the right ones to the right shared Google sheet. For this application, it would probably be easiest to change the filter for leads assigned to Austin, Houston, San Antonio, and Edmonton, in one zap, and pass the Assigned Office field into a similar field in your CRM, and sort that way? IDK I'll leave that up to you. But if you want the postal code rules that we use, I can share those with you.

Nathan Robertscreated by Nathan Roberts
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