ClickUp and Express automations — Sales & Leads

Ready-made scenarios where ClickUp and Express work for you (sales & leads): pick one — a copy appears in your account and runs on its own.

63 scenarios

Website leads land in your list and in the team chat
Website leads to your messenger and a sheet
A website lead: to the team chat, into a sheet, with an email to the client
Client onboarding: folder, record and team alert, automatically
Website inquiries: sheet, alert and one-click reply
New deals routed automatically — to the team, table, and slides
CRM event alerts across channels — with a log
Priority for big-budget leads — straight to the CRM and a team signal
A landing-page lead — into CRM, a task and chat at once
Lead scoring and routing: hot leads straight to sales
Lead capture with a multi-step form
A task and an alert on every deal move in your CRM
Win back leads after missed calls
Quote requests handled — from form to client reply
Auto-handle lead replies from email — CRM task and sales alert
Score inbound leads against your own ideal-client profile
When a payment lands: receipt, CRM update and a team ping
A personal post-purchase message to your customer — automatic
Contacts from business cards into a spreadsheet — by photo
Mining leads from your inbox into a sheet
High-value lead alerts — to chat, sheet and calendar
Personalized video-pitch scripts for job posts
A form lead: analysed in a sheet, answered by email, flagged in your chat
Website leads: scored and routed — hot ones to sales, the rest to nurture
Scoring and routing leads from form submissions
Lead qualification by robo-call — with a proposal for the good fits
A personal plan for every new lead — right after the request
Early warnings on at-risk deals, delivered to the rep's chat
Posts with real deal potential — pinged to chat, filed in your knowledge base
Capture and route leads from every channel
Client onboarding from an intake form — checklist, consultant and kickoff
A card photo becomes a contact in your sheet
Client renewal reminders — ahead of time
A new lead summed up from their site — a card in ClickUp and an alert to express
Lead scoring, an instant reply and a nudge to sales
Cold-email reply triage: hot leads notified instantly
Intake and routing of service requests with appointment booking
Lead scoring with automatic routing of qualified prospects
A sales leaderboard with a personal word to the team — automatically
Score event RSVPs and route them to sales
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
B2B leads and cold emails — sourcing and sending, automated
Property enquiries: instant auto-reply and the right agent alerted
Sales call breakdown: transcript, lead status, task
Ready-to-buy clients from social — on request
Website lead scoring — a task for the rep only on the strong ones
Classify and route every cold email reply
Automatic follow-ups for prospects who went quiet
Businesses from the map — scored, each with an outreach email ready
Re-engaging quiet clients — weekly, without manual tracking
Website lead scoring and an instant client reply
Website enquiry triage: spam aside, customers get a personal reply
Client onboarding from a single form: project, tasks, contract, channel
A personal opening line for every lead on your list
Incoming lead sorting and routing — automatically
A personal opening line for every contact
Auto-booking demos for high-intent leads
Enquiries: qualified, written up, yours to approve
A pre-meeting brief: last notes, open tickets, recent changes
Lead verification, enrichment and sorting — automatically
Sort email leads and file them into the CRM — by importance
Kick off a client project the moment they pay
Agency client onboarding — folders, brief, and welcome email from one form