Deal stage tracking automation with HighLevel CRM, ClickUp, and Slack

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Important notice

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

1. Workflow Overview

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 dat...

Best for

CRM automation workflows
intermediate n8n builders looking for reusable templates

Tools used

n8n-nodes-base.manualtrigger, n8n-nodes-base.stickynote, n8n-nodes-base.highlevel, n8n-nodes-base.if, n8n-nodes-base.clickup, 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: Deal stage tracking automation with HighLevel CRM, ClickUp, and Slack
Workflow name: Deal stage tracking automation with HighLevel CRM, ClickUp, and Slack

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

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 - When clicking ‘Execute workflow’

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

Block 2 - Sticky Note - Workflow Start

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

Block 3 - Sticky Note - Fetch Deals

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

Block 4 - Sticky Note - Date Filter

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

Block 5 - Sticky Note - Get Contact

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

Block 6 - Sticky Note - Create Task

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

Block 7 - Sticky Note - Slack Alert

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

Block 8 - Fetch All Deals from CRM1

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

Block 9 - Filter Recent Deal Updates1

Type / Role: n8n-nodes-base.if - if
Config choices: Version 2.2

Block 10 - Get Contact Details1

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

Block 11 - Create ClickUp Task1

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

Block 12 - Notify Old Deal Update1

Type / Role: n8n-nodes-base.slack - slack
Config choices: Version 2.3

3. Summary Table

Workflow	Deal stage tracking automation with HighLevel CRM, ClickUp, and Slack
Complexity	intermediate
Nodes	12
Categories	CRM
Author	Rahul Joshi
Published	03 Oct 2025

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/9239/9239.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 Deal stage tracking automation with HighLevel CRM, ClickUp, and Slack 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.manualtrigger n8n-nodes-base.stickynote n8n-nodes-base.highlevel n8n-nodes-base.if n8n-nodes-base.clickup n8n-nodes-base.slack

Complexity

intermediate

Published 03 Oct 2025

Likes 0

View on n8n.io Download Workflow

Install path: /data/workflows/9239/9239.json

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Deal stage tracking automation with HighLevel CRM, ClickUp, and Slack

Workflow preview

Important notice

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

Description

What This Template Does (Step-by-Step)

Prerequisites

Step-by-Step Setup

Customization Ideas

Key Benefits

Perfect For

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - When clicking ‘Execute workflow’

Block 2 - Sticky Note - Workflow Start

Block 3 - Sticky Note - Fetch Deals

Block 4 - Sticky Note - Date Filter

Block 5 - Sticky Note - Get Contact

Block 6 - Sticky Note - Create Task

Block 7 - Sticky Note - Slack Alert

Block 8 - Fetch All Deals from CRM1

Block 9 - Filter Recent Deal Updates1

Block 10 - Get Contact Details1

Block 11 - Create ClickUp Task1

Block 12 - Notify Old Deal Update1

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