💬 Sync lead replies from Google Sheets to GHL CRM & create ClickUp follow-up tasks
⚡ 321 views · 💬 Lead Nurturing & AI Sales Agents
Description
Description
Keep your CRM and task system perfectly in sync — automatically. This workflow monitors a Google Sheet for lead reply updates, instantly updates the corresponding contact in GoHighLevel (GHL), and creates a ClickUp follow-up task when a response is detected. It ensures your sales team never misses a warm lead and every reply is logged, tracked, and acted upon. ⚡
What This Template Does
- Watches a Google Sheet for reply status changes (“Yes” in the Replied column). 📄
- Filters only rows where a lead has replied. 🔍
- Updates the corresponding contact record in GoHighLevel (GHL). 🔗
- Automatically creates a follow-up task in ClickUp with lead details. 🗂️
- Merges updates from both GHL and ClickUp into a single result. 🔄
- Logs sync status and timestamps in a tracking sheet (Sheet2) for auditing. 📋
Key Benefits
- Instant sync: Update GHL and ClickUp the moment a lead replies. ⚙️
- Zero manual work: Automated updates and follow-up task creation. 🚫
- Full traceability: Audit trail stored in a second Google Sheet. ✅
- Increased sales responsiveness: Teams act immediately on new replies. 💬
- Multi-app harmony: Connects Google Sheets, GHL, and ClickUp seamlessly. 🌐
Features
- Google Sheets trigger runs every minute to check for changes. ⏱️
- Conditional logic (If node) processes only “Replied = Yes” leads. ✅
- GHL contact update node for CRM synchronization. 💼
- ClickUp task creation node with customizable priority and naming. 📝
- Merge node to unify both paths before final sheet update. 🔀
- Timestamp and action tracking for audit clarity. 📊
- Visual sticky notes explaining each stage. 🧩
Requirements
- n8n instance (cloud or self-hosted). 🧰
- Google Sheet with headers: Name, GHL_ID, Replied, Email. 📑
- Connected credentials for:
- Google Sheets API (Trigger + Update access)
- GoHighLevel OAuth2 API
- ClickUp API
- Separate “log” sheet (Sheet2) for sync tracking. 📄
Target Audience
- Sales teams using GoHighLevel for CRM and ClickUp for task management. 🎯
- Agencies managing multiple client pipelines. 🤝
- Business development reps who track lead replies manually. 📞
- Founders automating lead follow-up and CRM hygiene. 🚀
Step-by-Step Setup Instructions (Concise)
- Prepare a Google Sheet with columns: Name, GHL_ID, Email, Replied. 📋
- Add a second sheet (“Sheet2”) for tracking updates. 📊
- Connect credentials for Google Sheets, GoHighLevel, and ClickUp in n8n. 🔐
- Import and open this workflow.
- Update GHL contact field mappings if your CRM structure differs. ⚙️
- Adjust ClickUp team, space, and list IDs to match your setup. 📂
- Execute manually once for testing, then enable it to run every minute. ▶️
Security Best Practices
- Share your Google Sheet only with the n8n Google account (Editor). 🔒
- Keep API credentials securely stored in n8n’s credential manager. 🛡️
- Log timestamps for traceability and rollback. ⏳
- Periodically archive older sync logs to keep the sheet lightweight. 🧹
🔗 Nodes Used
Google Sheets, ClickUp, HighLevel, Google Sheets Trigger
📥 Import
Download workflow.json and import into n8n:
Workflow menu → Import from File