Sync lead replies from Google Sheets to GHL CRM & create ClickUp follow-up tasks
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 ...
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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, GHLID, 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, GHLID, 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. 🧹