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

This workflow automates the processing of client quote requests received through a Tally form, integrating multiple services to streamline lead management and communication. When a user submits a quote request via the Tally form webhook, the system extracts and maps the data into clean fields, then logs the information into Airtable as a new record. Simultaneously, it sends a Slack notification to alert your team of the new request. After a short delay of 5 minutes, to allow for manual follow-up if needed, it automatically sends a thank-you email to the client, confirming receipt of their request and promising future contact. This automation reduces manual effort, speeds up response times, and enhances lead management efficiency, making it ideal for businesses handling multiple quote inquiries daily.