ClickUp and HighLevel automations

Ready-made scenarios where ClickUp and HighLevel work for you: pick one — a copy appears in your account and runs on its own.

67 scenarios

Work tasks copy into your personal HighLevel
Copy tasks from one HighLevel to another
Tasks from one task manager, mirrored in the other
Personal ClickUp tasks flow into the team ClickUp
Tasks from one HighLevel mirrored in the other
New HighLevel land in ClickUp by themselves
Move tasks from one HighLevel to the one you actually use
Contacts from HighLevel into ClickUp audiences
Tasks from one ClickUp land on the other board
Personal tasks flow into the team ClickUp
Tasks sync into your other HighLevel
New HighLevel contacts — into ClickUp audiences
Tasks from one HighLevel appear in the other
Tasks from one HighLevel — copied into the other HighLevel
Tasks copied into your second task manager
Move tasks from HighLevel to ClickUp
Data shaped to the table format — prepared automatically before writing
CRM deals into a sheet — a pipeline snapshot
Lead scoring and routing: hot leads straight to sales
A task and an alert on every deal move in your CRM
Win back abandoned Shopify carts by email and in CRM
An idea from your notes into a ready plan to approve
Contacts tagged by role and seniority — automatically
Data-load failure monitoring with tasks and alerts
Feedback sorted by sentiment — and every complaint becomes a ticket
Topic legislation tracker with tasks
High-value lead alerts — to chat, sheet and calendar
Team-capacity tracking with over-allocation alerts
A lead replies — the CRM card updates and a task lands on a rep
Contract renewal reminders: an email to the client, a task for the rep
Scoring and routing leads from form submissions
Client renewal reminders — ahead of time
Capture and route leads from every channel
Collect client reviews and summarize them to chat automatically
Failed-login detection with tickets and alerts
Jira epic health tracking with risk alerts
Cross-tool task dependencies, reconciled every night
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
A sales leaderboard with a personal word to the team — automatically
Score event RSVPs and route them to sales
Shipping quotes delivered right in the customer chat
CRM deals synced to a sheet, with a daily email summary
Turn security-scanner findings into tasks — no duplicates
Campaign and deal analytics — in one table
Incident response — ticket, alert, and report in seconds
Re-engaging quiet clients — weekly, without manual tracking
Automatic follow-ups for prospects who went quiet
Invoices from email into accounting, with approval
Route change requests by the rules — no manual triage
Reorder recommendations from your stock table — automatically
Change request routing: tickets, audit trail and notifications
Tell customers their bug is fixed — the moment the issue closes
Customer feedback sorted into themes, tasks and a weekly report
A satisfaction survey after every deal, with replies sorted
Incoming lead sorting and routing — automatically
Auto-booking demos for high-intent leads
Tasks from your meeting recording, straight into the tracker
Lead verification, enrichment and sorting — automatically
An end-of-day report — written by AI and sent for you
Personal emails to new contacts — built from their own socials
Tasks from ClickUp — straight into HighLevel, always in sync
Tester feedback triage: tickets, knowledge base and a reply to the author
Action-emails — straight onto your to-do list
Feedback triage and customer replies — automatically
AI marketing outreach with reply handling — on autopilot
A personal assistant in your messenger: email, calendar, tasks, expenses
BANT call qualification and CRM handling — on autopilot