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 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. 🧹
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