Automate Lead Ranking & Task Creation with Google Sheets & ClickUp

This n8n workflow streamlines the process of managing new leads by automatically ranking them and creating corresponding tasks in ClickUp. It listens for new entries in a Google Sheet, processes the lead data, and then creates an organized task in your project management tool.

What it does

1. Triggers Manually: The workflow is initiated manually by clicking "Execute workflow".
2. Retrieves Google Sheet Data: It fetches all data from a specified Google Sheet.
3. Processes Lead Data: A Function node is used to apply custom logic, likely for lead ranking or data transformation, based on the Google Sheet entries.
4. Limits Data (Optional): A Limit node is present, which can be configured to restrict the number of items processed, useful for testing or handling large datasets in batches.
5. Sorts Data (Optional): A Sort node is included, allowing the workflow to order the processed lead data based on specific criteria before further actions.
6. Creates ClickUp Task: For each processed lead, it creates a new task in ClickUp, likely populating task details with information derived from the Google Sheet and the ranking process.

Prerequisites/Requirements

• Google Sheets Account: With a spreadsheet containing your lead data.
• ClickUp Account: With a space, folder, and list where tasks will be created.
• n8n Instance: Running and accessible.

Setup/Usage

1. Import the Workflow: Import the provided JSON into your n8n instance.
2. Configure Google Sheets Node:
   • Select your Google Sheets credential or create a new one.
   • Specify the "Spreadsheet ID" and "Sheet Name" from which to read lead data.
   • Ensure the "Operation" is set to "Read All".
3. Configure Function Node (if necessary):
   • Review the JavaScript code within the Function node. This is where custom lead ranking logic or data transformation should be implemented. Adjust it to fit your specific lead qualification criteria.
4. Configure Limit Node (optional):
   • If you only want to process a certain number of leads at a time, configure the "Limit" value. Otherwise, you can set it to a high number or remove it.
5. Configure Sort Node (optional):
   • If you want to sort your leads before creating tasks (e.g., by priority), configure the "Field" and "Order" in the Sort node.
6. Configure ClickUp Node:
   • Select your ClickUp credential or create a new one.
   • Set the "Resource" to "Task" and "Operation" to "Create".
   • Map the data from the previous nodes to the ClickUp task fields (e.g., Task Name, Description, Priority, Due Date, Assignee). This will typically involve using expressions like {{ $json.leadName }}.
7. Activate the Workflow: Once configured, activate the workflow.
8. Execute Manually: Click "Execute workflow" on the "When clicking ‘Execute workflow’" trigger node to run the workflow.