# Deal stage tracking automation with HighLevel CRM and ClickUp: n8n workflow

> Started by an event in a connected app, and works across ClickUp, GoHighLevel and Slack. 6 steps, 1 branch: small enough to read in one sitting and change...

Source: https://millionrounds.com/workflow/deal-stage-tracking-automation-with-highlevel-crm-and-clicku (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [CRM](https://millionrounds.com/workflows?category=CRM#library)

# Deal stage tracking automation with HighLevel CRM and ClickUp

Started by an event in a connected app, and works across ClickUp, GoHighLevel and Slack. 6 steps, 1 branch: small enough to read in one sitting and change without fear.

Small

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fdeal-stage-tracking-automation-with-highlevel-crm-and-clicku)

**6 steps** Small: readable in one sitting

**1** Branch: places the flow splits

**0** Loops or waits

**3** Services it connects to

## The flow

Starts it 1 Logic 1 Service 4

The steps in the order they run, from what starts it.

- 1 **When clicking ‘Execute workflow’** Manual trigger *Starts it*
- 2 **Fetch All Deals from CRM1** High Level *Service*
- 3 **Filter Recent Deal Updates1** If *Logic*
- 4 **Get Contact Details1** High Level *Service*
- 5 **Notify Old Deal Update1** Slack *Service*
- 6 **Create ClickUp Task1** Click Up *Service*

## How it's built

- **Starts on:** An event in a connected app
- **Steps:** 6, with 1 branch
- **Size:** Small: readable in one sitting
- **Connects to:** ClickUp, GoHighLevel, Slack
- **Model:** None. This is plumbing, not judgement

## Questions

What does it need to run?

An n8n account, plus your own ClickUp, GoHighLevel and Slack accounts. You connect your own accounts after importing it; none are included.

What starts it?

It starts on an event in a connected app.

Does it use AI?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

How long does it take to set up?

Not long. At 6 steps it can be read in one sitting and changed without fear.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

**Before you run it**

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 6 steps before you point it at anything that matters.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fdeal-stage-tracking-automation-with-highlevel-crm-and-clicku)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[ClickUp](https://millionrounds.com/workflows?service=ClickUp#library)[GoHighLevel](https://millionrounds.com/workflows?service=GoHighLevel#library)[Slack](https://millionrounds.com/workflows?service=Slack#library)

## Workflows like it

Also crm, with the same services where possible, closest in size first.

- [**Track daily Gumroad sales with Google Sheets and Slack** 6 steps · Google Sheets, Slack](https://millionrounds.com/workflow/track-daily-gumroad-sales-with-google-sheets-and-slack)
- [**TwentyCRM event based updates on selective messaging channels** 6 steps · Gmail, Google Sheets](https://millionrounds.com/workflow/twentycrm-event-based-updates-on-selective-messaging-channel)
- [**Verify mailing address deliverability** 6 steps · GoHighLevel](https://millionrounds.com/workflow/verify-mailing-address-deliverability)
- [**Sales objections weekly report with OpenAI and Slack** 6 steps · calls a model · Slack](https://millionrounds.com/workflow/sales-objections-weekly-report-with-openai-and-slack)
- [**Automate inactive deal cleanup from GoHighLevel** 7 steps · GoHighLevel, Google Sheets](https://millionrounds.com/workflow/automate-inactive-deal-cleanup-from-gohighlevel)
- [**Automate outbound voice calls from Go High Level opportunities** 5 steps · GoHighLevel](https://millionrounds.com/workflow/automate-outbound-voice-calls-from-go-high-level-opportuniti)