Description
Description Eliminate confusion in sales hand-offs with this ClickUp Task Assignment & Ownership automation! This workflow automatically creates and assigns ClickUp tasks whenever a lead’s status changes to “Qualified” or “Hot,” ensuring seamless ownership and accountability. With AI-generated lead summaries, synchronized task details, and automatic updates between Google Sheets and ClickUp, your sales team gets crystal-clear context for every opportunity—without manual effort. What This Template Does 📅 Runs every 5 minutes to check for new or updated leads 📋 Fetches lead records (status, contact, company info) from Google Sheets 🕒 Detects leads marked as “Qualified” or “Hot” for task creation 🤖 Generates AI summaries of company background + sales intent 📝 Creates ClickUp tasks with assignee, due date, and lead context 🔄 Updates Google Sheets with ClickUp task ID, owner, and status Prerequisites Google Sheets with lead details (Name, Email, Status, Company) ClickUp API credentials OpenAI API key (for AI summaries) n8n instance (self-hosted or cloud) Step-by-Step Setup Prepare your Google Sheet with columns: Name, Email, Status, Company, Task ID. Connect Google Sheets to n8n and set up periodic checks (e.g., every 5 minutes). Add a conditional check for “Qualified” or “Hot” leads. Use the OpenAI API to generate a short AI summary for each lead. Create a new ClickUp task with: Title = Lead Name / Company Description = AI summary + lead details Assignee = Rep handling that lead Due date = Based on SLA Update the Google Sheet with ClickUp Task ID, Owner, Status. Customization Ideas Add Slack/Telegram alerts for every new task created. Assign leads dynamically based on round-robin logic. Include priority tags (Hot, Warm, Cold) in ClickUp tasks. Extend workflow to CRM sync (HubSpot, Zoho, Salesforce). Key Benefits ✅ Ensures every qualified lead gets a dedicated owner ✅ Provides AI-powered summaries for instant clarity ✅ Keeps ClickUp and Google Sheets in sync automatically ✅ Reduces missed follow-ups and speeds up hand-offs Perfect For Sales Teams BDRs & SDRs Sales Managers ensuring accountability & ownership Businesses scaling lead hand-off processes. An n8n automation workflow template by Rahul Joshi.
Rahul Joshi
web
paid
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