Automate Quote Requests: Tally to Airtable, Slack & Gmail
Captures Tally form submissions for quote requests, stores leads in Airtable, notifies sales via Slack, and sends Gmail confirmations automatically.
This n8n workflow streamlines quote request processing by triggering on Tally form submissions via webhook. It extracts and formats client data such as name, email, service type, budget, and timeline, then creates a new record in Airtable for lead tracking and status management.
Next, it instantly notifies the sales team on Slack to ensure quick follow-up, preventing leads from falling through cracks. After a 5-minute wait, it sends a personalized email confirmation to the client via Gmail, enh
- Platform
- n8n
- Category
- Media & Entertainment
- Price
- $12.99
- Creator
- Matt Buds
- tally
- airtable
- slack
- gmail
- quote requests
- lead management
- webhook
- automation
- sales
- email confirmation
How to import this workflow into n8n
- 1Purchase or download the workflow to get the n8n workflow JSON file.
- 2In your n8n instance, open Workflows and choose "Import from File" (or paste the JSON with Ctrl+V on the canvas).
- 3Open each node marked with a credential warning and connect your own accounts and API keys.
- 4Run the workflow once manually to verify the data flow, then toggle it to Active.
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