ClickUp and Gmail automations — Sales & Leads

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

83 scenarios

A website lead: to the team chat, into a sheet, with an email to the client
Cold emails from company profiles — automatically
Capture and score form leads — into a newsletter and sheet
A project request — turned into a proposal and emailed to the client
A meaningful reply to every website lead — by email, within a minute
Website inquiries: sheet, alert and one-click reply
Emails to found companies — from list to sent
CRM event alerts across channels — with a log
Form submissions straight into a table — with an automatic reply
Auto-qualifying inbound leads from a form
Orders from emails — into sheet rows automatically
Lead scoring and routing: hot leads straight to sales
A new lead: a CRM card and a welcome — instantly
A client proposal from a form — in minutes
Quote requests handled — from form to client reply
Route leads by budget and source — automatically
LinkedIn lead finding and personalized outreach
Instant replies to inbound leads, with lead scoring
Business leads from Google Maps with auto-emails
Scoring and routing inbound leads — automatically
Auto-handle lead replies from email — CRM task and sales alert
Score inbound leads against your own ideal-client profile
The right offer sent right after the enquiry — with a follow-up reminder
When a payment lands: receipt, CRM update and a team ping
A form submission: scored, enriched with company data, answered personally
Personalised welcome emails right after payment
A follow-up email after a canceled meeting — automatically
A personal post-purchase message to your customer — automatic
Supplier risk scoring — automatically
Mining leads from your inbox into a sheet
A form lead: analysed in a sheet, answered by email, flagged in your chat
Reply to new leads with a quick approval step
Website leads: scored and routed — hot ones to sales, the rest to nurture
New client onboarding — folder, tasks, channel, and email in a minute
A personal plan for every new lead — right after the request
Lead qualification by robo-call — with a proposal for the good fits
Scoring and routing inquiries — automatically
Client renewal reminders — ahead of time
Onboard a new client in one move
Client onboarding from an intake form — checklist, consultant and kickoff
Form leads triaged: priority email for hot ones, a gentle one for the rest
Capture and route leads from every channel
Finding businesses on the map and emailing them
A waitlist with email confirmation — in a sheet
A card photo becomes a contact in your sheet
Intake and routing of service requests with appointment booking
Find clients and send first emails — from one form
Lead scoring, an instant reply and a nudge to sales
Cold-email reply triage: hot leads notified instantly
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
End-to-end client onboarding from one form
A tailored reply to every lead by topic, logged in a table
Sales call analysis that updates the CRM for you
Personal post-webinar follow-ups, written from the recording itself
B2B prospect search and personal outreach — on autopilot
A business card photo — turned into a contact and a follow-up email
B2B leads and cold emails — sourcing and sending, automated
Ready-to-buy clients from social — on request
CRM deals synced to a sheet, with a daily email summary
Property enquiries: instant auto-reply and the right agent alerted
Sales call breakdown: transcript, lead status, task
Deal close-date forecasting from your own history, auto-updated in the CRM
Social-network leads, scored and synced to your CRM
Finding customers on Reddit — on autopilot
Classify and route every cold email reply
Automatic follow-ups for prospects who went quiet
Website lead scoring and an instant client reply
Website lead scoring — a task for the rep only on the strong ones
Re-engaging quiet clients — weekly, without manual tracking
Website enquiry triage: spam aside, customers get a personal reply
Client onboarding from a single form: project, tasks, contract, channel
Draft replies to website inquiries — ready on their own
Client brief breakdowns, done for you with industry research
Lead gathering and drafted emails for approval, sending the approved
Enquiries: qualified, written up, yours to approve
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Personal emails to new contacts — built from their own socials
Sort email leads and file them into the CRM — by importance
Kick off a client project the moment they pay
B2B leads and first outreach from a single message
Agency client onboarding — folders, brief, and welcome email from one form
A follow-up email sequence per lead that stops on the first reply