ClickUp and HighLevel integration

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. 🧹

Description Automatically generate and distribute detailed End-of-Day (EOD) reports combining task progress from ClickUp and opportunity data from GoHighLevel. This workflow uses AI to analyze daily performance, summarize key metrics, identify blockers, and deliver polished reports directly to Slack, Email, and Google Drive. ⚙️📊💬 What This Template Does Triggers automatically every weekday at 6:00 PM (Mon–Fri). ⏰ Fetches all completed ClickUp tasks and won GoHighLevel opportunities for the day. 📥 Merges and transforms both datasets into a unified structure. 🔄 Uses Azure OpenAI GPT-4 to analyze performance and generate structured summaries. 🤖 Formats three output versions — Slack (Markdown), Email (HTML), and Google Drive (Text). 🧾 Routes and sends reports automatically to connected channels. 📤 Uploads the generated text report to Google Drive with timestamped filenames. ☁️ Key Benefits ✅ Saves time by automating daily performance reporting. ✅ Unifies task and deal data into a single AI-generated summary. ✅ Provides real-time visibility into productivity and outcomes. ✅ Delivers beautifully formatted, channel-specific reports. ✅ Maintains historical reports in Google Drive for reference. ✅ Helps managers identify wins, blockers, and next steps quickly. Features Automated scheduling via cron (Mon–Fri, 6 PM). ClickUp task and GHL opportunity integration for daily data sync. AI-powered analysis for contextual, actionable summaries. Dynamic formatting for Slack, Email, and Drive outputs. Parallel routing for simultaneous delivery across platforms. No manual steps — runs fully hands-free after setup. Requirements ClickUp OAuth2 credentials for task retrieval. GoHighLevel OAuth2 credentials for deal data. Azure OpenAI GPT-4 API credentials. Slack Bot credentials for message posting. SMTP (Gmail/Outlook) credentials for email reports. Google Drive OAuth2 credentials for report upload. Target Audience 🎯 Sales, marketing, and operations teams tracking daily performance. 📈 Project managers monitoring team productivity and blockers. 🤝 Client success teams summarizing EOD outcomes for leadership. 🧠 Business automation teams seeking end-of-day visibility. Step-by-Step Setup Instructions Connect ClickUp, GoHighLevel, Slack, Gmail/SMTP, and Google Drive credentials. 🔑 Set your team, space, folder, and list IDs in the ClickUp node. 📋 Update your Slack channel ID in the Slack node configuration. 💬 Configure your email sender and recipients in the email node. 📧 (Optional) Modify the cron expression for different reporting times. ⏰ Test the workflow manually once, then activate for automated EOD execution. ✅

Description This workflow automates the tracking of deal stage updates in HighLevel CRM and syncs them with ClickUp for task management. It filters opportunities based on the most recent update date, creates actionable tasks in ClickUp for recent deals, and sends Slack alerts when older deal updates are detected. This ensures that your sales and operations teams stay aligned, reducing manual tracking and improving visibility of pipeline activity. What This Template Does (Step-by-Step) 📋 Fetch All Deals from HighLevel CRM Pulls a complete list of opportunities with contact details and deal stages. ⏱ Filter Recent Deal Updates Checks if a deal was updated on/after a specific date (e.g., Sept 30, 2025). 🔀 Route Deals via If Node ✅ Recent Updates → Proceed to get contact details & create a task in ClickUp. ❌ Older Updates → Trigger a Slack notification for awareness. 👤 Get Contact Information Retrieves full contact details (name, location ID, etc.) from HighLevel for better context in tasks. 🗂 Create ClickUp Task Generates a new ClickUp task containing deal and contact information, ensuring your team has actionable follow-up tasks. 💬 Send Slack Notification Notifies a specified Slack user when a deal update is older than the defined threshold, highlighting deals that may need attention. Prerequisites HighLevel CRM account & API credentials ClickUp account & API credentials Slack workspace & API credentials n8n instance (cloud or self-hosted) Step-by-Step Setup Connect HighLevel CRM → Fetch all opportunities. Apply Date Filter (If Node) → Split deals into recent vs. old updates. Recent Deals → Fetch contact details → Create task in ClickUp. Old Deals → Send Slack notification to assigned user. Customization Ideas 🎯 Adjust the date threshold for “recent updates.” 📢 Add Slack/Teams alerts for new deals as well. 📚 Sync ClickUp tasks into Notion or Airtable for reporting. 💡 Enrich ClickUp tasks with deal value, stage, or assigned salesperson. Key Benefits ✅ Keeps deal updates transparent and organized ✅ Ensures no recent deal activity is missed ✅ Automates ClickUp task creation for sales follow-ups ✅ Sends real-time Slack alerts for old updates ✅ 100% automated, customizable workflow Perfect For 👥 Sales teams managing multiple deals daily 🏢 Companies using HighLevel CRM & ClickUp 🎯 Teams wanting instant visibility into pipeline changes 📊 Managers tracking deal activity timelines