Automate Lead Ranking & Task Creation with Google Sheets + ClickUp β€” n8n Workflow

Gemiddeld complexiteit⚑ Trigger9 knooppunten🏷️ Personal Productivitydoor Rahul Joshi

Overzicht

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 β€” 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). πŸ“„ Calculates days since last contact to measure lead freshness. ⏰ Combines engagement scor

Gebruikte knooppunten

Google SheetsClickUp

Workflow-voorvertoning

πŸš€ Workflow Start
This workflow automatically identifies and queues your
What it does:
- Reads lead data from Google Sheets
- Calculates priority scores b
πŸ“Š Step 1: Read Lead Data
Fetches all leads from Google Sheet 'Sheet1'.
Expected columns:
- Lead Name
- Last_Contact_Date
- Engagement_Score
⏰ Step 2: Calculate Recency
Calculates days since last contact for each lead.
Logic:
- Takes Last_Contact_Date
- Compares with today
- Adds Days_Since_Last_Contact field
🎯 Step 3: Calculate Priority
Creates a Priority_Score for each lead.
Formula:
- 70% Engagement Score
- 30% Recency Score
Example:
πŸ“ˆ Step 4: Sort Leads
Sorts all leads by Priority_Score in descending order.
Highest priority leads appear first.
πŸ” Step 5: Filter Top Leads
Selects only the top 10 highest-priority leads.
Adjustable:
Change maxItems to get more/fewer leads.
Current setting: Top 10
πŸ• Step 6: Time Optimization
Suggests best time to contact each lead based on their
Time zones supported:
- IST: 10:00 AM
- PST: 9:00 AM
- EST: 9:30 AM
βœ… Step 7: Create Tasks
Creates a ClickUp task for each priority lead.
Task includes:
- Lead name
- Priority score
- Last contact date
πŸ“ Step 8: Update Records
Writes results back to Sheet2 with:
- Priority scores
- Days since contact
- Suggested send times
- Queue status
⚑
M
Manual Trigger
Read Leads from Sheet
S
Sort by Priority Score
S
Select Top 10 Leads
S
Suggest Optimal Send Time
Create ClickUp Task
Update Sheet - Mark as Q…
C
Calculate Days Since Con…
C
Calculate Priority Score1
9 nodes8 edges

Hoe het werkt

  1. 1

    Trigger

    De workflow start met een trigger-trigger.

  2. 2

    Verwerking

    Gegevens stromen door 9 knooppunten, connecting clickup, function, googlesheets.

  3. 3

    Uitvoer

    De workflow voltooit zijn automatisering en levert het resultaat aan de geconfigureerde bestemming.

Knooppuntdetails (9)

GO

Google Sheets

googleSheets

#1
CL

ClickUp

clickUp

#2

Hoe deze workflow te importeren

  1. 1Klik op de knop JSON downloaden rechts om het workflowbestand op te slaan.
  2. 2Open uw n8n-instantie. Ga naar Workflows β†’ Nieuw β†’ Importeren uit bestand.
  3. 3Selecteer het gedownloade bestand automate-lead-ranking-task-creation-with-google-sheets-clickup en klik op Importeren.
  4. 4Stel inloggegevens in voor elk serviceknooppunt (API-sleutels, OAuth, enz.).
  5. 5Klik op Workflow testen om te controleren of alles werkt, activeer het vervolgens.

Of plak rechtstreeks in n8n β†’ Importeren uit JSON:

{ "name": "Automate Lead Ranking & Task Creation with Google Sheets + ClickUp", "nodes": [...], ...}

Integraties

clickupfunctiongooglesheetslimitmanualtriggersort

Haal deze workflow op

Download en importeer met één klik

JSON downloadenBekijken op n8n.io
Knooppunten9
Complexiteitmedium
Triggertrigger
CategoriePersonal Productivity

Gemaakt door

Rahul Joshi

Rahul Joshi

@rahul08

Tags

clickupfunctiongooglesheetslimitmanualtriggersort
⚑

Nieuw bij n8n?

n8n is een gratis open-source workflow-automatiseringstool. Host het zelf of gebruik de cloudversie.

n8n gratis ophalen β†’