Crunchbase Competitor Tracker and ClickUp Task Creation - n8n Workflow

Use this powerful n8n workflow to track critical competitor intelligence from Crunchbase, automatically process the data, and create actionable review tasks in ClickUp. Get started with these versatile n8n templates.

Workflow Preview

Ready to automate?

Download this n8n workflow template and start using it instantly.

Who is this best for?

Competitive intelligence analysts and marketing teams.
Product managers requiring constant competitor monitoring.
Users looking for advanced n8n templates utilizing APIs and project management tools.
Developers needing an example of a custom code n8n node for data preprocessing.

Overview

Maintaining an up-to-date view of your competitive landscape is crucial but manually checking data sources like Crunchbase is time-consuming. This specialized n8n workflow solves this problem by automating the entire tracking process. It retrieves key financial and organizational updates from the Crunchbase API and immediately transforms that raw data into an actionable task within ClickUp.

By leveraging this pre-built n8n node sequence, you establish a hands-off competitive intelligence system. This n8n workflow eliminates information lag, ensuring your team is instantly alerted to new funding rounds, product updates, or status changes, allowing for rapid strategic response. It's a prime example of effective data integration using the n8n platform.

How it Works

This n8n workflow begins execution via a Manual Trigger, though it is easily adaptable to a Schedule n8n trigger for daily checks.


  1. Data Initialization: The workflow starts by defining the target competitor name (e.g., 'OpenAI') using the Set n8n node.

  2. Slug Generation: A custom Code n8n node converts the competitor's name into a URL-safe 'slug' required by the Crunchbase API. This preprocessing step is vital for the HTTP request.

  3. Data Fetching: The HTTP Request n8n node then uses the generated slug to call the Crunchbase API (requiring a user key). It fetches crucial data points like totalfundingusd, updatedat, and shortdescription.

  4. Task Creation: Finally, the extracted information is dynamically mapped into a descriptive format and used to create a high-priority task in ClickUp. This ClickUp n8n node ensures that the competitive intelligence is immediately assigned to a team member for review, completing the automation loop.

Installation Guide

To set up and utilize this powerful n8n workflow, follow these steps:


  1. Import the n8n Workflow: Copy the provided JSON data and paste it into your n8n instance using the 'New' button and selecting 'Import from JSON'.

  2. Configure Crunchbase Credentials:

Locate the 'Fetch Crunchbase Data' HTTP Request n8n node.
In the Query Parameters section, replace YOURAPIKEY with your actual Crunchbase API key.

  1. Configure ClickUp Credentials:

Select the 'Create Review Task in ClickUp' n8n node.
You will need to set up a new ClickUp credential if one is not already configured in your n8n instance.
* Ensure you select the correct List, Space, and Folder ID where the tasks should be created. (These details are typically configured within the credential settings or the node parameters).

  1. Customize Input: Edit the 'Set Competitor Name' n8n node to change the competitor being tracked. For scalable use, consider replacing this Manual Trigger and Set n8n node with an external data source (like a Google Sheets or database n8n node) to iterate over multiple competitors.

Node Details

This n8n template utilizes five critical nodes to execute its logic:

Manual Trigger (n8n trigger):
Function: Serves as the starting n8n trigger point for manual execution during testing or initial setup. Can be easily swapped for a Schedule n8n trigger for production use.
Key Configuration: None (Default setup).

Set Competitor Name (Set n8n node):
Function: Initializes the competitor name input variable (Competitor) which is passed down the n8n workflow.
Key Configuration: Competitor set to static value OpenAI.

Generate Crunchbase Slug (Code n8n node):
Function: Executes JavaScript logic to clean and format the competitor name into a URL-safe slug (lowercase, remove punctuation, replace spaces with hyphens) required for the Crunchbase API call.
Key Configuration: Custom JS code for string manipulation.

Fetch Crunchbase Data (HTTP Request n8n node):
Function: Performs the GET request to the Crunchbase API, leveraging the slug generated in the previous n8n node to dynamically construct the URL.
Key Configuration: URL dynamically uses {{ $json.slug }}. Requires the userkey in query parameters.

Create Review Task in ClickUp (ClickUp n8n node):
Function: Creates a new task in ClickUp, populated with the intelligence fetched from the Crunchbase API response data.
* Key Configuration: Task Title is static, Content is dynamically mapped using expressions like {{ $json.data.properties.total
fundingusd }} and {{ $json.data.properties.homepageurl }}.

Related n8n Workflows

Free

Nodes: 6 Nodes
Updated: December 26 2025
View all
Created by

Building AI Agents and Automations | Growth Marketer | Entrepreneur | Book Author & Podcast Host If you need any help with Automations, feel free to reach out via linkedin: https://www.linkedin.com/in/yaronbeen/ And check out my Youtube channel: https://www.youtube.com/@YaronBeen/videos

Featured*