Using Query by Summit to Automate SQL Queries in Zapier
Introduction
This guide introduces the Query by Summit feature, a new trigger that allows users to run SQL queries on CSV files within no-code workflow builders like Zapier and Make. The guide will cover the setup process, how to create triggers for product qualified leads, and the benefits of using this tool to enhance workflow automation.
Step-by-Step Instructions
Introducing Query by Summit
Query by Summit is a new trigger that you can utilize in no-code workflow builders, enabling the execution of SQL queries on CSV files.
Setting Up CSV Files
CSV files can be stored online or published from databases such as Heroku Data Clips or Google Sheets.
Using Tools like Hello Query
If you don’t have Heroku, you can utilize tools like Hello Query, which allows you to publish your database as a CSV file.
Creating a Trigger in Zapier
In Zapier, create a trigger using the Query by Summit component. You can select the option for new records.
Understanding Product Qualified Leads (PQLs)
A product qualified lead indicates that a user has engaged with your product sufficiently, such as sending multiple invitations, indicating readiness for an upsell.
Querying Heroku Data Clips
You can query the output of a Heroku Data Clip directly in Zapier, allowing for efficient data retrieval based on your set criteria.
Setting Criteria for Triggers
Every time a new row meets your criteria (e.g., invitation count greater than five), it will trigger the workflow.
Deduplication of Triggers
Zapier deduplicates triggers based on the admin ID, ensuring that you don’t receive repeated notifications for the same organization.
Changing PQL Definitions
You can modify the definition of a PQL and create different workflows based on new criteria, such as targeting users with low engagement.
Communicating with Your Team
Using product signals effectively allows you to communicate with your team and trigger no-code workflows seamlessly.
Experimenting with Product Led Growth
This functionality enables you to experiment with product-led growth strategies without needing a dedicated platform.
Conclusion
This guide has outlined how to use the Query by Summit feature in Zapier to automate SQL queries on CSV files and identify product qualified leads effectively. By following the steps and utilizing the screenshots provided, users can confidently set up their workflows and enhance their operational efficiency.