Filters/routers

What are you trying to achieve?

I have 3 Meta lead forms and the leads have to be sent by e-mail (Outlook) to different colleagues so that they can contact them.

Here’s how I’d like to proceed. Is this the easiest way for you? I’m a novice :slight_smile: 3 different scenarios for my 3 lead forms with a router depending on the location filled in the form, if the location is “Location1” then the e-mail is sent to this colleague, if the location is “Location2” then the e-mail is sent to this colleague, and so on. And then all the leads end up on the same Google Sheet (by adding a line).

Screenshots: scenario setup, module configuration, errors

Hi @Leticia98,

Welcome to the Make community!

You made a great start. What you have to do now is use filters after your router to make sure the right lead only follows the route it should follow. Like this: https://www.make.com/en/help/scenarios/filtering#adding-a-filter

So for each route, set the filter for the location so that only that location will go through the filter.

Let us know if this works for you!

Cheers,
Henk

Hi, thank you for your quick response and the solution! :slight_smile:

If I try to test my scenario, I click on “Run once” but it ends at the first hook (Facebook Lead Ads) and there is no data (but I have got many leads on my prospect center)

I guess the scenario take only leads who enter at the time I click on the button? I would like to take every leads from the day before at 8:30 to today 8:30 for example. So I set up “Run once a day at 8:30” and I will try my scenario like this :slight_smile:

Thanks!

Hi @Leticia98,

The action ‘Run once’ activates the scenario for one scenario run. The ‘problem’ you experience is what happens in the first module of the scenario.

This is a polling trigger, that means each time it is started, it will look for new (or sometimes updated) items since the last time it ran. You can recognize it by the little clock icon, instant triggers have a lightning bolt. So when you run once now, changes are low that an actual new lead came in since the last time you ran it.

This works for you if you run it each day at 08:30, but can be a bit of a hassle while building your scenario. If you right-click the first module, you will see the option ‘choose where to start’, to pick a previous starting point.

Cheers,
Henk

Thank you very much, I will try your solutions and see if it works like this! :slight_smile:

Hi, the automation works, thank you! My leads are in the queue so perfect for this :slight_smile:
But leads in the queue for yesterday evening for example were not in my e-mail this morning at 8:30… I only has got 3 leads (old leads) and 1 by e-mail.

Thank you in advance!