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

⚡ 89 views · 🎣 Lead Generation & Enrichment

Description

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

📋 Requirements

• Tally.so form including Name, Email Address, Phone Number, and Affiliation Code fields
• Google Drive folder for storing affiliate sheets
• Google Sheets & Drive OAuth2 credentials (with Drive + Sheets APIs enabled)
• Slack bot token with chat:write scope
• Slack channel ID where notifications will be sent

⚙️ How to set up

1. Import the workflow into n8n
2. Create credentials:
   • Tally API
   • Google Sheets OAuth2
   • Google Drive OAuth2
   • Slack Bot
3. Configure nodes:
   • Select your Tally form in the webhook
   • Set the parent Folder ID for affiliate sheets
   • Enter your Slack Channel ID
4. Activate the workflow and start receiving leads!

🛠️ How to customize

• Add extra fields: Capture additional data (e.g., UTM parameters, notes, referral source) by adding the fields to your Tally form, then map them in the webhook parsing and Google Sheets Append nodes.
• Change notification channels: Replace the Slack node with Discord Webhook, Send Email, Microsoft Teams, or any other notification node to fit your team’s preferred platform.
• Add validation & duplicate checks: Insert IF nodes or a Code node before the sheet append to validate data quality, reject incomplete entries, or check for duplicate emails/phone numbers.
• Support multiple programs or priority routing: Extend the routing logic with Switch nodes or additional Drive searches to handle different affiliate programs, tiers, or priority queues.

🔗 Nodes Used

Google Sheets, Slack, Google Drive

📥 Import

Download workflow.json and import into n8n: Workflow menu → Import from File

📖 Importing guide · 🔑 Credential setup