This n8n workflow automates the processing of client quote requests by integrating Tally, Airtable, Slack, and Gmail. When a customer submits a quote form via Tally, the system captures their responses, processes and maps the form data, and then stores it in Airtable for organized tracking. Simultaneously, a Slack notification alerts the sales team of the new request, providing all relevant details. After a short delay allowing for manual intervention if needed, a personalized confirmation email is automatically sent to the client, acknowledging receipt of their request and assuring follow-up. This workflow streamlines lead management, enhances communication efficiency, and ensures prompt client engagement, making it ideal for service providers seeking to automate their lead intake and follow-up processes.
Automated Quote Request Workflow with Tally, Airtable, Slack, Gmail
Node Count | 11 – 20 Nodes |
---|---|
Nodes Used | airtable, gmail, set, slack, stickyNote, wait, webhook |
Reviews
There are no reviews yet.