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Intermediate

Lead Capture Workflow with Tally, Notion, and Make

Capture leads with a simple form, store them in Notion, and trigger a follow-up task.

By SoloFaves Editorial · Published Jun 5, 2026 · Updated Jun 5, 2026

Audience
Freelancers and service businesses
Estimated cost
$0-$20/mo
Difficulty
Intermediate

Tools used

  • Tally
  • Notion
  • Make

Gear used

Steps

  1. Build a short Tally form.
  2. Send submissions to a Notion database.
  3. Use Make to create a follow-up task.
  4. Add a status field so leads do not disappear.
  5. Review the pipeline every Friday.

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