Automate lead intake & CRM with Tally Forms to Google Sheets and SendGrid emails

Capture leads from Tally forms to Google Sheets CRM

This workflow automates lead intake by capturing form submissions, enriching them with smart tags and scores, storing them in a Google Sheets CRM, and sending personalized welcome emails.

Who's it for

This template is perfect for solopreneurs, small agencies, and marketing consultants who need a simple yet powerful CRM system without paying for expensive tools like HubSpot or Salesforce. If you're collecting leads through forms and manually copying data to spreadsheets, this automation will save you hours every week.

What it does

When someone submits your Tally lead capture form, this workflow automatically:

- Generates a unique lead ID and timestamps the entry - Analyzes their responses to assign relevant service tags (Podcast Lead, Social Content Lead, Video Editing Lead, etc.) - Calculates an initial lead score based on interest level - Determines the next follow-up date automatically - Appends all data to your Google Sheets CRM with proper formatting - Logs the activity in a separate tracker sheet - Sends a personalized welcome email tailored to their interests - Updates the lead status to "Nurturing"

Requirements