What if your quote requests managed themselves?
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. ⚙️ 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 🧩 Flow structure overview Trigger from a Tally form using a webhook Extract and format the data Create a new record in Airtable Send a message to Slack Wait 5 minutes Send an email confirmation via Gmail 📥 Step 1 – Webhook (Tally) This node listens for incoming quote requests from the Tally form. HTTP Method:** POST Path:** /Request a Quote Authentication:** None Respond:** Immediately The data arrives as an array inside body.data.fields. Each field has a label and a value that we’ll need to map manually. 🧹 Step 2 – Edit Fields (Set) This step extracts usable values from the raw form data. Example mapping: Name = {{ $json.body.data.fields[0].label }} Email Address = {{ $json.body.data.fields[1].value }} Type of Service Needed = {{ $json.body.data.fields[2].value }} Estimated Budget = {{ $json.body.data.fields[3].value }} Preferred Timeline = {{ $json.body.data.fields[4].value }} Additional Details or Questions = {{ $json.body.data.fields[5].value }} 📊 Step 3 – Create record in Airtable We send the cleaned fields into a database (CRM) in Airtable. Operation:** Create Base & Table:** Request a Quote - Airtable Base Mapping:** Manual field-to-column matching Each quote submission becomes a new record with all project details. 📣 Step 4 – Send a message to Slack This node notifies your sales team immediately in a Slack channel. Message format: :new: New quote request received! 👤 Name: {{ $json.fields.Name }} 📧 Email: {{ $json.fields.Email }} 💼 Service: {{ $json.fields["Type of Service"] }} 💰 Budget: {{ $json.fields["Estimated Budget (€)"] }} ⏱️ Timeline: {{ $json.fields["Preferred Timeline"] }} 📝 Notes: {{ $json.fields["Additional Details"] }} ⏳ Step 5 – Wait 5 minutes This node simply delays the email by 5 minutes. Why? To give a human salesperson time to reach out manually before the automated confirmation goes out. It adds a personal buffer. 📧 Step 6 – Send confirmation via Gmail To:** {{ \$('Edit Fields').item.json\["Email Address"] }} Subject:** Thanks for your quote request 🙌 Email Type:** HTML Message body: Hi {{ $('Edit Fields').item.json.Name }}, Thanks a lot for your quote request — we’ve received your information! Our team will get back to you within the next 24 hours to discuss your project. Talk soon, — The WebExperts Team ✅ Final result With this automation in place: The client feels acknowledged and taken seriously Your team gets notified in real time You store everything in a clean, structured database All this without writing a single line of backend code. It’s fast, scalable, and business-ready. An n8n automation workflow template by Baptiste Fort.
Baptiste Fort
web
free
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