Seamless Quote Requests: Tally to Slack, Airtable, and Gmail Automation
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Streamline your quote request process with this powerful n8n workflow. Automatically capture leads from Tally, log them in Airtable, notify your team on Slack, and send instant confirmation emails via Gmail.
About This Workflow
This n8n workflow automates the entire quote request lifecycle, transforming a manual process into a seamless, efficient operation. It begins by capturing incoming quote requests submitted through Tally forms via a webhook. The collected data is then intelligently parsed and organized by the 'Edit Fields' node. Subsequently, these structured details are logged into an Airtable base for organized record-keeping and easy access. A real-time notification is immediately sent to your team's Slack channel, ensuring prompt awareness of new leads. Finally, a personalized thank-you and confirmation email is dispatched to the lead via Gmail, providing a professional and reassuring customer experience. This integration significantly reduces response times, minimizes data entry errors, and enhances overall lead management efficiency.
Key Features
- Instant Lead Capture: Seamlessly receive quote requests from Tally forms as they are submitted.
- Centralized Data Logging: Automatically log all request details into your Airtable base for organized tracking.
- Real-time Team Alerts: Receive immediate notifications on Slack about new quote requests.
- Automated Customer Confirmation: Send personalized thank-you emails to prospects via Gmail.
- Customizable Field Mapping: Easily map Tally form fields to your Airtable and email content.
How To Use
- Set up Tally Webhook: Configure your Tally form to send submissions to the provided n8n webhook URL.
- Configure n8n Nodes:
- Webhook (Tally): Ensure the 'Path' is set correctly to receive data from your Tally form.
- Edit Fields: Map the incoming JSON fields from Tally to the desired field names (e.g., Name, Email Address, etc.).
- Airtable: Connect your Airtable account and specify the correct Base and Table for logging requests. Map the fields from the 'Edit Fields' node to your Airtable columns.
- Slack: Connect your Slack account and configure the message text to include relevant details from the quote request.
- Gmail: Connect your Gmail account and set the 'Send To' address dynamically using the email field from the request. Customize the subject and message body.
- Activate the Workflow: Once all nodes are configured and credentials are set up, activate your n8n workflow to start automating quote requests.
Apps Used
Workflow JSON
{
"id": "2dc2ba49-a22e-4aef-8192-8971b36421c4",
"name": "Seamless Quote Requests: Tally to Slack, Airtable, and Gmail Automation",
"nodes": 22,
"category": "Sales",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: 2dc2ba49-a22e...
About the Author
DevOps_Master_X
Infrastructure Expert
Specializing in CI/CD pipelines, Docker, and Kubernetes automations.
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