Lead Prioritization Engine using Google Sheets and ClickUp - n8n Workflow

• Sales Development Representatives (SDRs) and Account Executives needing prioritized follow-up lists.


• Marketing teams wanting to integrate lead scoring into task management systems.


• Operations specialists building robust, data-driven n8n templates.


• Anyone managing large lead lists in Google Sheets who uses ClickUp for task tracking.

Manually prioritizing sales leads is time-consuming and prone to error. This sophisticated n8n workflow solves this by automatically calculating a dynamic priority score for every lead in your Google Sheet. It combines engagement data and recency of contact to ensure you focus only on the hottest leads. After scoring, this n8n automation filters the list to the top 10 most urgent contacts, calculates the optimal local time to reach them, and immediately creates actionable tasks within ClickUp. This ensures your sales team operates with maximum efficiency. Utilizing this pre-built n8n templates saves hours of manual data manipulation, allowing you to deploy a complex business logic flow swiftly.

The process begins with the n8n trigger, currently set to Manual but easily adaptable to a Schedule n8n trigger for daily runs.

1. Data Retrieval: The Google Sheets n8n node reads all existing lead records from 'Sheet1'.


2. Recency Calculation: An n8n function node calculates the exact number of days since the lead was last contacted, saving the result as DaysSinceLastContact.


3. Priority Scoring: A subsequent function n8n node applies the weighted priority formula (70% Engagement Score, 30% Recency Score) to assign a numerical PriorityScore to each lead.


4. Sorting and Limiting: The Sort n8n node organizes the leads, and the Limit n8n node selects only the top 10 highest-scoring leads for immediate action.


5. Time Optimization: A final function n8n node analyzes the lead's timezone and suggests the optimal local time for contact (e.g., 9:30 AM EST), maximizing conversion chances.


6. Task Creation: The ClickUp n8n node creates a specific, detailed task for each of the top 10 leads in the designated list, ensuring clear accountability.


7. Data Sync: The n8n workflow concludes by using the Google Sheets n8n node again to update the original data source, marking these leads as 'Queued' and recording their calculated priority metrics.

To deploy this specific n8n workflow, follow these steps:

1. Import: Copy the provided JSON and import it directly into your n8n canvas using the 'New' button and 'Import from JSON' option.


2. Credentials: You must configure credentials for two services. Click on the Google Sheets n8n node ("Read Leads from Sheet") and set up your Google Sheets OAuth2 API credentials. Then, configure your ClickUp API credentials for the "Create ClickUp Task" n8n node.


3. Sheet Configuration: In the Google Sheets n8n node, ensure the Document ID and Sheet Name match your lead tracker. Verify column headers match the expected keys (e.g., Lead Name, LastContactDate, Engagement_Score, Timezone).


4. ClickUp Setup: Update the parameters in the ClickUp n8n node to point to the correct Team, Space, and List where you want the follow-up tasks created.


5. Activation: Once configured, enable the n8n workflow and run the Manual n8n trigger for the first test execution. You can easily switch the n8n trigger to a Schedule node for daily automation.

• Manual Trigger: The starting n8n trigger for the automation, initiating the lead prioritization process.


• Google Sheets (Read Leads from Sheet): This primary Google Sheets n8n node fetches all lead records from the specified sheet (Sheet1) to begin analysis.


• Function (Calculate Days Since Contact1): A custom n8n node script that calculates the difference between today and the LastContactDate to determine recency.


• Function (Calculate Priority Score1): Applies the crucial business logic via this n8n node to calculate the final PriorityScore (70% Engagement + 30% Recency Score).


• Sort (Sort by Priority Score): Sorts all lead items based on the new PriorityScore in descending order, putting the most urgent leads first.


• Limit (Select Top 10 Leads): This core flow control n8n node filters the results, allowing only the top 10 highest-priority leads to proceed to the task creation stage.


• Function (Suggest Optimal Send Time): This custom n8n node generates a suggested contact time based on the lead's timezone, optimizing outreach efforts.


• ClickUp (Create ClickUp Task): The main action n8n node that creates a new task in ClickUp for each highly-rated lead, using an expression to dynamically name the task.


• Google Sheets (Update Sheet - Mark as Queued): The final Google Sheets n8n node updates the source data with the calculated priority score and marks the records as 'Queued' for tracking.