Part 3/8:
The automation begins with Tally, an application that captures essential information during client meetings. The form template includes critical fields such as the sales representative, client email, proposed solution, project value, and initial payment amount. By collecting this data upfront, the agency can tailor its proposals to align closely with client needs and expectations.
Impressively, Tally's app book can send data automatically to Make.com as soon as the form is completed, ensuring real-time updates to the automation flow. This feature enhances organization and responsiveness within the sales process, allowing the agency to act quickly on client inputs.