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

Workflow overview

Why this workflow matters

Helpful for business development and pipeline building. Relevant for managed services and support workflows.

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 Tally submission → Webhook trigger Extract fields: Name, Email Address, Phone Number, Affiliation Code Add current Submission Date and Submission Time 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 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 Import the workflow into AlekSystem Create credentials: Tally API Google Sheets OAuth2 Google Drive OAuth2 Slack Bot Configure nodes: Select your Tally form in the webhook Set the parent Folder ID for affiliate sheets Enter your Slack Channel ID 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.

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