Automate inactive deal cleanup from GoHighLevel to Slack and Sheets

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Important notice

This workflow is provided as-is. Please review and test before using in production.

1. Workflow Overview

Description Keep your CRM pipeline clean and actionable by automatically archiving inactive deals, logging results to Google Sheets, and sending Slack summary reports. This workflow ensures your sa...

Best for

CRM automation workflows
advanced n8n builders looking for reusable templates

Tools used

n8n-nodes-base.stickynote, n8n-nodes-base.scheduletrigger, n8n-nodes-base.highlevel, n8n-nodes-base.filter, n8n-nodes-base.code, n8n-nodes-base.googlesheets, n8n-nodes-base.slack

Source and attribution

This workflow is cataloged by N8N Workflows and links back to its original n8n.io source page by Rahul Joshi.

Original n8n.io source

1.1 Workflow description

Title: Automate inactive deal cleanup from GoHighLevel to Slack and Sheets
Workflow name: Automate inactive deal cleanup from GoHighLevel to Slack and Sheets

Description

Keep your CRM pipeline clean and actionable by automatically archiving inactive deals, logging results to Google Sheets, and sending Slack summary reports. This workflow ensures your sales team focuses on active opportunities while maintaining full audit visibility. 🚀📈

What This Template Does

Triggers daily at 9 AM to check all GoHighLevel CRM opportunities. ⏰
Filters deals that have been inactive for 10+ days using last activity or update date. 🔍
Automatically archives inactive deals to keep pipelines clutter-free. 📦
Formats and logs deal details into Google Sheets for record-keeping. 📊
Sends a Slack summary report with total archived count, value, and deal names. 💬

Key Benefits

✅ Keeps pipelines organized by removing stale opportunities. ✅ Saves time through fully automated archiving and reporting. ✅ Maintains a transparent audit trail in Google Sheets. ✅ Improves sales visibility with automated Slack summaries. ✅ Easily adjustable inactivity threshold and scheduling.

Features

Daily scheduled trigger (9 AM) with adjustable cron expression.
GoHighLevel CRM integration for fetching and updating opportunities.
Conditional logic to detect inactivity periods.
Google Sheets logging with automatic updates.
Slack integration for real-time reporting and team visibility.

Requirements

GoHighLevel API credentials (OAuth2) with opportunity access.
Google Sheets OAuth2 credentials with edit permissions.
Slack Bot token with chat:write permission.
A connected n8n instance (cloud or self-hosted).

Target Audience

Sales and operations teams managing CRM hygiene.
Business owners wanting automated inactive deal cleanup.
Agencies monitoring client pipelines across teams.
CRM administrators ensuring data accuracy and accountability.

Step-by-Step Setup Instructions

Connect your GoHighLevel OAuth2 credentials in n8n. 🔑
Link your Google Sheets document and replace the Sheet ID. 📋
Configure Slack credentials and specify your target channel. 💬
Adjust inactivity threshold (default: 10 days) as needed. ⚙️
Update the cron schedule (default: 9 AM daily). ⏰
Test the workflow manually to verify end-to-end automation. ✅

1.2 Logical Blocks

This catalog entry is organized from the workflow JSON. The node-level section below shows the executable blocks available for review before importing the template.

2. Block-by-Block Analysis

Block 1 - Workflow Description

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 2 - Schedule Setup

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 3 - Daily at 9 AM

Type / Role: n8n-nodes-base.scheduleTrigger - scheduleTrigger
Config choices: Version 1.2

Block 4 - HighLevel Configuration

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 5 - Fetch All Opportunities

Type / Role: n8n-nodes-base.highLevel - highLevel
Config choices: Version 2

Block 6 - Filter Logic

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 7 - Filter Deals Inactive 10+ Days

Type / Role: n8n-nodes-base.filter - filter
Config choices: Version 2

Block 8 - Archive Configuration

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 9 - Archive Inactive Deal

Type / Role: n8n-nodes-base.highLevel - highLevel
Config choices: Version 2

Block 10 - Processing Logic

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 11 - Format Deal Data

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 12 - Sheets Configuration

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 13 - Log to Google Sheets

Type / Role: n8n-nodes-base.googleSheets - googleSheets
Config choices: Version 4.7

Block 14 - Slack Setup

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 15 - Send Slack Report

Type / Role: n8n-nodes-base.slack - slack
Config choices: Version 2.1

3. Summary Table

Workflow	Automate inactive deal cleanup from GoHighLevel to Slack and Sheets
Complexity	advanced
Nodes	15
Categories	CRM
Author	Rahul Joshi
Published	30 Oct 2025

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/10325/10325.json as the source template for this automation.
2. Import the template into n8n

Open n8n, import the downloaded JSON, and review each node before activating the workflow.
3. Configure credentials and variables

Replace placeholder credentials, API keys, webhook URLs, account IDs, and environment-specific values with your own settings.
4. Test with sample data

Run the workflow manually or in a staging workspace, inspect node output, and confirm downstream systems receive the expected data.
5. Activate and monitor

Enable the workflow only after testing, then monitor executions, errors, and rate limits during the first production runs.

5. General Notes & Resources

Review imported nodes carefully before activation. This catalog entry is intended to help you inspect the workflow structure, understand required services, and find related templates faster.

Node names, credentials, schedules, webhook paths, and external service limits may need adjustment for your workspace.

Download workflow JSON Original n8n.io source CRM workflows

Frequently asked questions

What does Automate inactive deal cleanup from GoHighLevel to Slack and Sheets do?

What do I need before importing this workflow?

Review the workflow JSON, configure any required credentials in n8n, and test the automation in a safe workspace before using it in production.

Can I customize this workflow?

Yes. Use the block-by-block analysis and the downloadable JSON to inspect each node, then adjust credentials, prompts, schedules, filters, or destinations for your CRM use case.

Rahul Joshi

269 workflows

Nodes

n8n-nodes-base.stickynote n8n-nodes-base.scheduletrigger n8n-nodes-base.highlevel n8n-nodes-base.filter n8n-nodes-base.code n8n-nodes-base.googlesheets n8n-nodes-base.slack

Complexity

advanced

Published 30 Oct 2025

Likes 0

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Install path: /data/workflows/10325/10325.json

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Automate inactive deal cleanup from GoHighLevel to Slack and Sheets

Workflow preview

Important notice

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

Description

What This Template Does

Key Benefits

Features

Requirements

Target Audience

Step-by-Step Setup Instructions

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - Workflow Description

Block 2 - Schedule Setup

Block 3 - Daily at 9 AM

Block 4 - HighLevel Configuration

Block 5 - Fetch All Opportunities

Block 6 - Filter Logic

Block 7 - Filter Deals Inactive 10+ Days

Block 8 - Archive Configuration

Block 9 - Archive Inactive Deal

Block 10 - Processing Logic

Block 11 - Format Deal Data

Block 12 - Sheets Configuration

Block 13 - Log to Google Sheets

Block 14 - Slack Setup

Block 15 - Send Slack Report

3. Summary Table

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

2. Import the template into n8n

3. Configure credentials and variables

4. Test with sample data

5. Activate and monitor

5. General Notes & Resources

Frequently asked questions