Automate quote request processing with Tally, Airtable, Slack, and Gmail
What if your quote requests managed themselves? Every quote request is a potential deal — but only if it's handled quickly, properly, and without things falling through the cracks. What if instead of copy-pasting emai...
Template notes
What if your quote requests managed themselves?
Every quote request is a potential deal — but only if it's handled quickly, properly, and without things falling through the cracks. What if instead of copy-pasting emails and pinging teammates manually, your entire process just... ran itself?
This automation makes it happen: it captures form submissions, notifies your sales team on Slack, stores leads in Airtable, and sends an email confirmation to the client — all in one seamless n8n flow.
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⚙️ Tools used
Tally – to collect client quote requests n8n – to automate everything, no code needed Airtable – to store leads and track status Slack – to instantly notify your sales team Gmail – to confirm the request with the client
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🧩 Flow structure overview