Granola x Workingmono Automations

Proposed Updates to Granola Sales Pipeline

Explore

Granola x Workingmono 2.0 Documentation

6. Tally Contact Sales>AttioDeal+Person>Deal Value

Description:

This Zap automates the process from receiving contact form submissions to updating records in Attio, ensuring efficient data handling and accurate opportunity tracking. By leveraging formatters and Attio's API, the workflow calculates deal values, determines the potential size of opportunities, and maintains up-to-date records for seamless sales operations.

Owner: Alex @ Workingmono

Last Updated: 10/04/2025

⁠

1. Overview

This Zap is triggered by a new submission on the Tally contact sales form. It processes the data to calculate values used in creating or updating records in Attio. The workflow ensures that each record accurately reflects the potential deal size and value, thereby optimizing sales forecasting and follow-up activities.

⁠

2. Trigger

App / Event: Tally - New Form Submission

Details / Filters:

Triggers automatically when a new form is submitted via Tally's contact sales form.

⁠

3. High-Level Steps

Trigger (Tally): Triggered when a new submission is received from the Contact Sales Form.

Formatter (Numbers - Extract from Field 1): Extracts number from the response to "How many seats are you interested in?"

Formatter (Numbers - Extract from Field 2): Extracts number from the response to "How many people in your company?"

Formatter (Math Operation - Deal Value): Multiplies the extracted seat number (Step 2) by 360 to calculate Deal Value.

Formatter (Math Operation - Opportunity Size): Multiplies the number of people in the company (Step 3) by 360 to calculate Potential Size of Opportunity.

Attio – Create or Update Record (Deal):

Creates or updates a Deal record using Company Name as the matching attribute.

Fields populated include:

Deal Name

Deal Value (from Step 4)

Potential Size of Opportunity (from Step 5)

How many people in your company?

Message

Email/Calendar Tool Used

How many seats are you interested in?

Deal Owner

Deal Stage: Lead

Attio – Create or Update Record (Person):

Matches existing Person using Email Address

Associates newly created Deal Record ID from Step 6.

Delay by Zapier: Delays for 1 minute to avoid Attio processing timeout.

Attio – Find Record (Company): Searches for an existing Company object using the Company Name.

Attio – Update Record (Deal): Updates the Deal from Step 6 to associate it with the Company Record ID found in Step 9.

⁠

4. Output / Results

Automatically creates or updates structured Deal, Person, and Company records in Attio.

Ensures relational integrity by associating Company and Person to each Deal.

Calculates financial metrics for quick sales qualification.

⁠

Notes / Considerations

Ensure all Tally field names match exactly for Zap field mapping.

Confirm that Attio matching attributes are configured correctly (Company Name, Email Address).

Add error handling for missing numeric inputs in seats or company size.

Optional: Add a Slack or Email step to notify the sales team of new deals.

⁠

6. Links

Zap Link:

https://zapier.com/editor/281436926/published⁠

⁠

7. Changelog

Date

Changed By

Summary of Changes

10/04/2025

Working Mono

Created initial documentation for the Tally Contact Sales > Attio - Deal+ Person > Deal Value

There are no rows in this table

⁠

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.