Seamless Lead Replies from Google Sheets to GHL CRM & Create ClickUp Follow-up Tasks Synchronization

Workflow overview

Why this workflow matters

Helpful for business development and pipeline building. Improves internal consulting operations and productivity.

Description Keep your CRM and task system perfectly in sync — automatically. This workflow monitors a Google Sheet for lead reply updates, instantly updates the corresponding contact in GoHighLevel (GHL), and creates a ClickUp follow-up task when a response is detected. It ensures your sales team never misses a warm lead and every reply is logged, tracked, and acted upon. ⚡ What This Template Does Watches a Google Sheet for reply status changes (“Yes” in the Replied column). 📄 Filters only rows where a lead has replied. 🔍 Updates the corresponding contact record in GoHighLevel (GHL). 🔗 Automatically creates a follow-up task in ClickUp with lead details. 🗂️ Merges updates from both GHL and ClickUp into a single result. 🔄 Logs sync status and timestamps in a tracking sheet (Sheet2) for auditing. 📋 Key Benefits Instant sync: Update GHL and ClickUp the moment a lead replies. ⚙️ Zero manual work: Automated updates and follow-up task creation. 🚫 Full traceability: Audit trail stored in a second Google Sheet. ✅ Increased sales responsiveness: Teams act immediately on new replies. 💬 Multi-app harmony: Connects Google Sheets, GHL, and ClickUp seamlessly. 🌐 Features Google Sheets trigger runs every minute to check for changes. ⏱️ Conditional logic (If node) processes only “Replied = Yes” leads. ✅ GHL contact update node for CRM synchronization. 💼 ClickUp task creation node with customizable priority and naming. 📝 Merge node to unify both paths before final sheet update. 🔀 Timestamp and action tracking for audit clarity. 📊 Visual sticky notes explaining each stage. 🧩 Requirements AlekSystem instance (cloud or self-hosted). 🧰 Google Sheet with headers: Name, GHL_ID, Replied, Email. 📑 Connected credentials for: Google Sheets API (Trigger + Update access) GoHighLevel OAuth2 API ClickUp API Separate “log” sheet (Sheet2) for sync tracking. 📄 Target Audience Sales teams using GoHighLevel for CRM and ClickUp for task management. 🎯 Agencies managing multiple client pipelines. 🤝 Business development reps who track lead replies manually. 📞 Founders automating lead follow-up and CRM hygiene. 🚀 Step-by-Step Setup Instructions (Concise) Prepare a Google Sheet with columns: Name, GHL_ID, Email, Replied. 📋 Add a second sheet (“Sheet2”) for tracking updates. 📊 Connect credentials for Google Sheets, GoHighLevel, and ClickUp in AlekSystem. 🔐 Import and open this workflow. Update GHL contact field mappings if your CRM structure differs. ⚙️ Adjust ClickUp team, space, and list IDs to match your setup. 📂 Execute manually once for testing, then enable it to run every minute. ▶️ Security Best Practices Share your Google Sheet only with the AlekSystem Google account (Editor). 🔒 Keep API credentials securely stored in AlekSystem’s credential manager. 🛡️ Log timestamps for traceability and rollback. ⏳ Periodically archive older sync logs to keep the sheet lightweight. 🧹

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