Hey guys - I’m trying to create a very basic sequence that pulls open deals on my CRM (Bigin), and then aggregates it into a table, and then sends that information in an email.
I basically want one large table that’s in the email that has the information listed out by:
Deal Pipeline, Deal Name, Deal Stage, Amount
Very basic…
However I’m running into issues where either nothing is getting passed through to email, OR when it does, it is either in separate tables for each deal, OR it’s a jumbled mess all in one paragraph.
I’m having a hard time just making it into a pretty table.
My coding skills are OK - I’ve been trying to use ChatGBT and Make AI to assist but we’re not getting anywhere.
Thank you!
Paul
1 Like
Hi @Paul_Valhouli
You can use text aggregator and that works well. Use html code for table inside text aggregator and you will get good results.
Regards,
Msquare Automation - Platinum Partner of Make
@Msquare_Automation
Thank you so much for your time looking into this. I’m getting closer!!
Right now - It outputs a different table for each bundle. Do you know how I consolidate them into one table?
Here are some photos of the code and sequence
1 Like
Hi @Paul_Valhouli
Please use this tool to visualize your html code. Do all the editing here. Create a table with all columns you can have maximum. Put some records alos into the table.
Then copy this table to your gmail module. Remove the code responsible for records and put that into text aggregator and map your variables.
Table opening and closing tags should be in gmail module. Only table records should be in text aggregator.
Only tag should be in aggregator. tag should be separator. and add one tag in gmail module right after the mapping from text aggregator.
Hope this helps.
Regards,
Msquare Automation - Platinum Partner of Make
@Msquare_Automation
