Automate Lead Ranking & Task Creation with Google Sheets + ClickUp — n8n 工作流

中 复杂度⚡ 触发器9 个节点🏷️ Personal Productivity作者：Rahul Joshi

概览

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 scor

使用的节点

Google SheetsClickUp

工作流预览

🚀 Workflow Start
This workflow automatically identifies and queues your
What it does:
- Reads lead data from Google Sheets
- Calculates priority scores b
📊 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:
📈 Step 4: Sort Leads
Sorts all leads by Priority_Score in descending order.
Highest priority leads appear first.
🔝 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
🕐 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
✅ Step 7: Create Tasks
Creates a ClickUp task for each priority lead.
Task includes:
- Lead name
- Priority score
- Last contact date
📝 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

工作原理

  1. 1

    触发器

    工作流由 触发器 触发器启动。

  2. 2

    处理

    数据流经 9 个节点, connecting clickup, function, googlesheets。

  3. 3

    输出

    工作流完成自动化并将结果发送到配置的目标。

节点详情 (9)

GO

Google Sheets

googleSheets

#1
CL

ClickUp

clickUp

#2

如何导入此工作流

  1. 1点击右侧 下载 JSON 按钮保存工作流文件。
  2. 2打开你的 n8n 实例，依次点击 工作流 → 新建 → 从文件导入。
  3. 3选择下载的 automate-lead-ranking-task-creation-with-google-sheets-clickup 文件并点击导入。
  4. 4为每个服务节点配置 凭证（API 密钥、OAuth 等）。
  5. 5点击 测试工作流 验证一切正常，然后激活它。

或直接在 n8n → 从 JSON 导入 中粘贴：

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

集成

clickupfunctiongooglesheetslimitmanualtriggersort

获取此工作流

一键下载并导入

下载 JSON在 n8n.io 上查看
节点9
复杂度medium
触发器trigger
分类Personal Productivity

创建者

Rahul Joshi

Rahul Joshi

@rahul08

标签

clickupfunctiongooglesheetslimitmanualtriggersort
⚡

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