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. 🧹