Route Tally affiliate leads to Google Sheets and notify teams in Slack

Who’s it for

Affiliate managers, partner programs, and teams collecting leads via public forms who want automated, error-free routing to separate spreadsheets per affiliate — no more manual copying or sheet hunting.

What it does

This workflow captures new submissions from a Tally.so form, extracts the affiliate code, finds or creates the corresponding Google Sheet, appends the lead data, and sends a real-time Slack notification. New affiliates are handled automatically: if no sheet exists for the submitted code, the workflow creates one and places it in a designated Google Drive folder.

Key features

- 📝 Real-time Tally form capture (Name, Email, Affiliation Code, Phone) - 🔍 Smart routing by affiliation code - 📊 Auto-creates new affiliate sheets when needed - 📁 Organized storage in a single Google Drive folder - 🔔 Instant Slack notifications with full lead details

🔄 How it works

1. Tally submission → Webhook trigger 2. Extract fields: Name, Email Address, Phone Number, Affiliation Code 3. Add current Submission Date and Submission Time 4. Search Google Drive for sheet matching the Affiliation Code - ✅ Found → Append row with all data - ❌ Not found → Create new sheet → Move to folder → Append row 5. Send formatted Slack alert with full lead info