Connecting Google Forms to Update Items via Zap with "Get Item by Column Value"

[jeny38mark (Jeny Mark)]

@ROGElevate

I am creating a workflow to include automations. I currently have it set up to have a specific event from Calendly create an Item in my Pipeline Group on my Recruiting Pipeline Board. As it stands once the applicant and us have determined to move forward a process begins via automations based on the outcome. Part of the Click Here automations are to send an Intake Form via email, designed in Google Forms. I have a Zap set up to trigger when a new row is entered on the Google Sheet. Here lies my dilemma… The most common value that will not change with the intake process is the applicants phone number. However, the format of the phone number is not easily replicated on a google form. How can I automatically format this number so it will work with the Zap Action to “Get Item”. Right now it is not finding anything due to formatting of the number. I have tried several different formats in my google sheet as well.

Hello,

You can solve this by adding a helper column in Google Sheets to clean up the phone number format. Use a formula like =REGEXREPLACE(A2, “[^0-9]”, “”) to remove any non-numeric characters. You can adjust it based on the format you need (like +1234567890 or 123-456-7890). Then, make sure your Zap pulls the phone number from this new column. Alternatively, you can use Zapier’s Formatter tool to handle the reformatting automatically if you prefer!