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Lead Qualification & Auto-Assignment with GPT-4 Mini: Google Sheets to ClickUp

by Rahul Joshi•Updated: Last update 20 days ago•Source: n8n.io

Getting Started

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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