Automated Quote Request Workflow with Tally, Airtable, Slack, Gmail

somdn_product_page

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.

Node Count

11 – 20 Nodes

Nodes Used

airtable, gmail, set, slack, stickyNote, wait, webhook

Reviews

There are no reviews yet.

Be the first to review “Automated Quote Request Workflow with Tally, Airtable, Slack, Gmail”

Your email address will not be published. Required fields are marked *