1.Captures new form response
Integrate Tally and form collection tools to capture completed submissions fields to route the inquiry.
Send mortgage inquiry to next rep in rotation
Automatically capture new form responses across Tally, Google Sheets, and Gmail. Create and update when mortgage inquiry submitted, form response received, or lead details enteredβso you can select next reps, send notifications, and log handoffs without manual handoff tracking.
How this automation protects faster inquiry handoffs
When new form response is submitted in Tally, stalled follow-up can send mortgage inquiries to the wrong person. This automation gets the rotation recipients and sends an email notification and updates Google Sheets logsβso your team can respond with the right next rep.
Tallyor swap with your favorite app
2.Retrieves rotation recipient rows
Integrate Google Sheets and spreadsheet data tools to read rotation rows to retrieve the recipient list and index.
Google Sheetsor swap with your favorite app
3.Selects next recipient by index
Integrate Google Sheets and lookup tools to use the current index to select the next recipient row.
4.Sends notification email to recipient
Integrate Gmail and email messaging tools to send a plain text notification to notify the chosen recipient.
Gmailor swap with your favorite app
5.Updates index and logs handoff
Integrate Google Sheets and reporting logs to increment the index and append a log row to record the handoff.
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