Automate lead ranking & task creation with Google Sheets + ClickUp

Open on n8n.io

$20/month : Unlimited workflows

2500 executions/month

Try free

THE #1 IN WEB SCRAPING

Scrape any website without limits

Try free

HOSTINGER

Early Deal
DISCOUNT 20%

Self-hosted n8n

Unlimited workflows - from $4.99/mo

Try free

#1 hub for scraping, AI & automation

6000+ actors - $5 credits/mo

Try free

Important notice

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

1. Workflow Overview

Description Stop losing warm leads in the noise. This automation analyzes your lead engagement data, calculates priority scores based on activity and last contact date, and automatically queues you...

Best for

Lead Generation automation workflows
advanced n8n builders looking for reusable templates

Tools used

n8n-nodes-base.manualtrigger, n8n-nodes-base.stickynote, n8n-nodes-base.googlesheets, n8n-nodes-base.sort, n8n-nodes-base.limit, n8n-nodes-base.function, n8n-nodes-base.clickup

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 lead ranking & task creation with Google Sheets + ClickUp
Workflow name: Automate lead ranking & task creation with Google Sheets + ClickUp

Description

Stop losing warm leads in the noise. This automation analyzes your lead engagement data, calculates priority scores based on activity and last contact date, and automatically queues your top 10 leads for follow-up in ClickUp — complete with suggested send times based on timezone. ⚡

What This Template Does

Pulls lead data from Google Sheets (e.g., name, engagement, last contact date, timezone). 📄 Calculates days since last contact to measure lead freshness. ⏰ Combines engagement score and recency into a weighted priority score. 📊 Sorts and filters top 10 leads for immediate follow-up. 🔝 Suggests best time to reach out based on each lead’s timezone. 🌍 Creates corresponding ClickUp tasks with lead details. 🗂️ Updates the Google Sheet to mark leads as queued. ✅

Key Benefits

Automatically identify high-priority leads daily. 🎯
Increase conversion rates with timely, personalized follow-ups. ⏱️
Eliminate manual sorting and spreadsheet filtering. 🚫
Keep sales teams organized with ClickUp task automation. 💼
Works perfectly for SDRs, account managers, and B2B teams. 🤝

Features

Google Sheets integration for real-time lead updates. 📊
Smart recency calculator (days since last contact). ⏰
Weighted priority formula (70% engagement, 30% recency). 🧮
ClickUp task creation for seamless team coordination. 🔗
Timezone-based follow-up time suggestion. 🌐
Configurable limit (Top 10 leads — adjustable). ⚙️
Automatic sheet update with queue status tracking. 📋

Requirements

n8n instance (cloud or self-hosted). 🧰
Google Sheet with columns: Lead Name, Engagement_Score, Last_Contact_Date, Timezone, Email. 📑
Connected Google Sheets and ClickUp credentials in n8n. 🔐
Active ClickUp workspace with accessible list or space ID. 🧭

Target Audience

Sales and marketing teams managing large lead lists. 📈
B2B organizations using ClickUp for pipeline tracking. 🧩
SDRs who need to prioritize outreach daily. 🗓️
Agencies managing multiple clients and follow-up cadences. 🤝

Step-by-Step Setup Instructions (Concise)

Create or connect a Google Sheet with all required headers. 📋
Update node credentials for Google Sheets and ClickUp. 🔑
Adjust weightage logic or maxItems count if needed. ⚙️
Test workflow using the manual trigger. ▶️
(Optional) Schedule it to run daily for auto-prioritization. ⏰
Review ClickUp tasks and follow up with top leads. 📨

Security Best Practices

Share the Google Sheet only with the n8n Google account (Editor). 🔒
Keep ClickUp API credentials encrypted within n8n. 🛡️
Review ClickUp task creation permissions before activation. ✅
Regularly clean archived leads from the Google Sheet. 🧹

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 - Manual Trigger

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

Block 2 - Sticky Note

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

Block 3 - Read Leads from Sheet

Type / Role: n8n-nodes-base.googleSheets - googleSheets
Config choices: Version 3

Block 4 - Sticky Note1

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

Block 5 - Sticky Note2

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

Block 6 - Sticky Note3

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

Block 7 - Sort by Priority Score

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

Block 8 - Sticky Note4

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

Block 9 - Select Top 10 Leads

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

Block 10 - Sticky Note5

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

Block 11 - Suggest Optimal Send Time

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

Block 12 - Sticky Note6

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

Block 13 - Create ClickUp Task

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

Block 14 - Sticky Note7

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

Block 15 - Update Sheet - Mark as Queued

Type / Role: n8n-nodes-base.googleSheets - googleSheets
Config choices: Version 3

Block 16 - Sticky Note8

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

Block 17 - Calculate Days Since Contact1

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

Block 18 - Calculate Priority Score1

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

3. Summary Table

Workflow	Automate lead ranking & task creation with Google Sheets + ClickUp
Complexity	advanced
Nodes	18
Categories	Lead Generation
Author	Rahul Joshi
Published	07 Oct 2025

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/9345/9345.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 Lead Generation workflows

Frequently asked questions

What does Automate lead ranking & task creation with Google Sheets + ClickUp 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 Lead Generation use case.

Rahul Joshi

269 workflows

Nodes

n8n-nodes-base.manualtrigger n8n-nodes-base.stickynote n8n-nodes-base.googlesheets n8n-nodes-base.sort n8n-nodes-base.limit n8n-nodes-base.function n8n-nodes-base.clickup

Complexity

advanced

Published 07 Oct 2025

Likes 0

View on n8n.io Download Workflow

Install path: /data/workflows/9345/9345.json

Share Your Workflow

Have a useful automation to share? Publish it and help the community.

Submit Your Template How to Submit

Related Workflows

Find LinkedIn engagement opportunities with Apify, Gemini, Google Sheets and Slack

## Quick overview Youtube Video: https://youtu.be/ehsagyRmri4 This workflow runs on a schedule to scrape recent LinkedIn posts with Apify, stores and evaluates them in Google Sheets using Google Gemini, then enriches shortlisted authors with Apify profile data, saves profile results to a second Sheet, and sends Slack alerts for comment and connection opportunities. ## How it works 1. Runs on a schedule and sets the Ideal Customer Profile (ICP) text used for evaluation. 2. Scrapes LinkedIn posts from Apify using the configured search query and merges the results with existing rows from a Google Sheets “Linkedin_Outreach_oppurtunities” sheet. 3. Limits processing to two posts, upserts the post details into Google Sheets, and sends each post’s content to Google Gemini to score whether it is a comment opportunity. 4. If the post is marked as an opportunity with a confidence score above 80, the workflow updates the corresponding Google Sheets row with the AI reasoning and suggested comment angle. 5. Aggregates the qualified opportunities, compares their author profile URLs against an existing “Profile_scraper” Google Sheet, and keeps only authors that are not already present. 6. Scrapes each new author profile with an Apify profile scraper, uses Google Gemini to score ICP match, saves the profile details and qualification summary to the “Profile_scraper” Google Sheet, and posts a Slack message with the shortlisted profile link. 7. Separately, a Google Sheets trigger watches the opportunities sheet for row updates and sends a Slack alert containing the post link, reasoning, and comment angle. ## Setup 1. Add Apify credentials and verify the actor IDs and input parameters for the LinkedIn post scraper and the profile scraper. 2. Configure Google Sheets access (service account for read/write nodes and a Google Sheets Trigger OAuth connection) and update the document IDs/sheet tabs for both the opportunities sheet and the profile sheet. 3. Add Google Gemini (Google PaLM) credentials and confirm the selected Gemini model names in both AI evaluation steps. 4. Add Slack credentials, choose the target channel, and adjust the Slack message text if needed. 5. Customize the ICP text and the LinkedIn search query/posted time window to match the audience and volume you want to monitor.

View

Enrich existing HubSpot company records with Veridion

## Quick Overview This workflow manually enriches existing HubSpot companies using Veridion, skipping records already marked as enriched and updating HubSpot with matched company details like industry, location, and key firmographics. ## How it works 1. Runs when you manually execute the workflow. 2. Fetches up to 100 companies from HubSpot and includes key properties such as name, domain, phone, and the custom veridion_enriched flag. 3. Stops with a clear error if the veridion_enriched property is missing, otherwise filters to only companies not yet marked as enriched. 4. Retrieves full details for each selected HubSpot company and sends its name, domain/website, and phone to Veridion for enrichment. 5. Checks whether Veridion returns a match and skips companies without a match. 6. Maps key Veridion fields and updates the HubSpot company record with enriched details and sets veridion_enriched to true. ## Setup 1. Create the HubSpot company custom properties veridion_enriched (boolean/checkbox) and veridion_industry (single-line text). 2. Add HubSpot App Token credentials and ensure the HubSpot company list request includes veridion_enriched, veridion_industry, name, domain/website, phone, and hs_object_id. 3. Add Veridion API credentials and confirm your HubSpot companies have at least a name plus a domain/website or phone for best matching.

View

Identify company decision makers with Coresignal and Google Sheets

## Quick Overview This workflow manually pulls company website data from Google Sheets, finds matching companies in Coresignal, and searches for decision-maker employees. It then writes the resulting contact and company details back to a dedicated “Decision makers” sheet in Google Sheets. ## How it works 1. Manually starts the workflow and reads company rows from a Google Sheets spreadsheet. 2. Normalizes each company website URL into a clean domain and searches Coresignal for the matching company by website domain. 3. Processes companies in batches and writes placeholder “no employee found” company details to the “Decision makers” sheet in Google Sheets. 4. For each matched company, searches Coresignal for current employees whose titles match common executive and leadership roles. 5. If the title-based search does not return a single employee ID, runs a broader Coresignal decision-maker search that excludes HR-related roles and departments. 6. Retrieves detailed employee (and, when needed, company) fields from Coresignal and appends or updates the “Decision makers” sheet with names, titles, emails, LinkedIn URLs, and company information. ## Setup 1. Create a Google Sheets OAuth2 connection and set the source sheet (companies with a Website field) and the target “Decision makers” sheet in the Google Sheets nodes. 2. Create a Coresignal API credential in n8n and ensure your plan supports company and employee Elasticsearch DSL search and profile retrieval. 3. Confirm your input sheet includes a website column named either Website or website, and adjust the Coresignal title/department filters to match the decision-maker roles you want to capture.

View

Need Custom Automation?

Get help designing a custom n8n workflow that connects your stack and fits your process.

Automate lead ranking & task creation with Google Sheets + ClickUp

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 (Concise)

Security Best Practices

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - Manual Trigger

Block 2 - Sticky Note

Block 3 - Read Leads from Sheet

Block 4 - Sticky Note1

Block 5 - Sticky Note2

Block 6 - Sticky Note3

Block 7 - Sort by Priority Score

Block 8 - Sticky Note4

Block 9 - Select Top 10 Leads

Block 10 - Sticky Note5

Block 11 - Suggest Optimal Send Time

Block 12 - Sticky Note6

Block 13 - Create ClickUp Task

Block 14 - Sticky Note7

Block 15 - Update Sheet - Mark as Queued

Block 16 - Sticky Note8

Block 17 - Calculate Days Since Contact1

Block 18 - Calculate Priority Score1

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