Automate Tally Form Submissions with Airtable and Email Notifications
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Streamline your lead collection and follow-up by automatically capturing Tally form submissions and sending personalized confirmation emails. This workflow ensures no inquiry is missed and enhances customer engagement.
About This Workflow
This n8n workflow elegantly automates the process of handling Tally form submissions. Upon receiving a new form entry, it extracts key information such as full name, company, job title, email, and phone number. This data is then seamlessly stored in an Airtable base for organized record-keeping. To ensure prompt engagement, the workflow automatically sends a personalized confirmation email to the submitter, acknowledging their request and providing a summary of their details. This end-to-end automation eliminates manual data entry and accelerates your response times, making it ideal for lead generation and customer support.
Key Features
- Real-time Data Capture: Automatically captures all Tally form submissions as they happen.
- Centralized Data Storage: Organizes submitted information directly into your Airtable base.
- Personalized Email Notifications: Sends automated, customized confirmation emails to respondents.
- No-Code Automation: Easily set up and manage without requiring any coding expertise.
- Efficient Workflow: Integrates Tally, Airtable, and Gmail for a seamless data flow.
How To Use
- Set up the Webhook: Configure the 'Webhook : Tally' node to receive incoming data from your Tally form. Ensure the
pathis set appropriately. - Edit and Map Fields: Use the 'Edit Fields' node to rename and map the incoming data from your Tally form submission to user-friendly field names (e.g.,
full_name,company_name,email). - Create Airtable Record: Connect the 'Airtable : Create a record' node to your Airtable base and table. Map the edited fields from the previous step to the corresponding columns in your Airtable table.
- Send Confirmation Email: Configure the 'GMAIL : Send a message' node with your desired email content. Use expressions to dynamically insert the submitter's details into the email subject and body.
- Add a Wait Step (Optional): The 'Wait' node can be used to introduce a delay before sending the email or performing subsequent actions, if needed.
Apps Used
Workflow JSON
{
"id": "a63f0c61-eaad-4efc-a5c5-770ece41a569",
"name": "Automate Tally Form Submissions with Airtable and Email Notifications",
"nodes": 11,
"category": "Operations",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
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ID: a63f0c61-eaad...
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