Description Keep your CRM and task system perfectly in sync β 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. β‘ What This Template Does - Watches a Google Sheet for reply status changes (βYesβ in the Replied column). π - Filters only r

Description Keep your CRM and task system perfectly in sync β 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. β‘ What This Template Does - Watches a Google Sheet for reply status changes (βYesβ in the Replied column). π - Filters only rows where a lead has replied. π - Updates the corresponding contact record in GoHighLevel (GHL). π - Automatically creates a follow-up task in ClickUp with lead details. ποΈ - Merges updates from both GHL and ClickUp into a single result. π - Logs sync status and timestamps in a tracking sheet (Sheet2) for auditing. π Key Benefits - Instant sync: Update GHL and ClickUp the moment a lead replies. βοΈ - Zero manual work: Automated updates and follow-up task creation. π« - Full traceability: Audit trail stored in a second Google Sheet. β - Increased sales responsiveness: Teams act immediately on new replies. π¬ - Multi-app harmony: Connects Google Sheets, GHL, and ClickUp seamlessly. π Features - Google Sheets trigger runs every minute to check for changes. β±οΈ - Conditional logic (If node) processes only βReplied = Yesβ leads. β - GHL contact update node for CRM synchronization. πΌ - ClickUp task creation node with customizable priority and naming. π - Merge node to unify both paths before final sheet update. π - Timestamp and action tracking for audit clarity. π - Visual sticky notes explaining each stage. π§© Requirements - n8n instance (cloud or self-hosted). π§° - Google Sheet with headers: Name, GHLID, Replied, Email. π - Connected credentials for: - Google Sheets API (Trigger + Update access) - GoHighLevel OAuth2 API - ClickUp API - Separate βlogβ sheet (Sheet2) for sync tracking. π Target Audience - Sales teams using GoHighLevel for CRM and ClickUp for task management. π― - Agencies managing multiple client pipelines. π€ - Business development reps who track lead replies manually. π - Founders automating lead follow-up and CRM hygiene. π Step-by-Step Setup Instructions (Concise) - Prepare a Google Sheet with columns: Name, GHLID, Email, Replied. π - Add a second sheet (βSheet2β) for tracking updates. π - Connect credentials for Google Sheets, GoHighLevel, and ClickUp in n8n. π - Import and open this workflow. - Update GHL contact field mappings if your CRM structure differs. βοΈ - Adjust ClickUp team, space, and list IDs to match your setup. π - Execute manually once for testing, then enable it to run every minute. βΆοΈ Security Best Practices - Share your Google Sheet only with the n8n Google account (Editor). π - Keep API credentials securely stored in n8nβs credential manager. π‘οΈ - Log timestamps for traceability and rollback. β³ - Periodically archive older sync logs to keep the sheet lightweight. π§Ή
Download the workflow JSON file after purchase.
Open n8n β click the menu β Import from File.
Select the downloaded JSON and import.
Set up credentials for each node that requires them.
Click Execute Workflow to test, then activate.
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