This n8n workflow streamlines the process of identifying and enriching real estate leads from a CRM or property database. It automatically searches for properties based on customizable criteria, retrieves owner contact details through skip tracing, and compiles comprehensive lead data. The workflow can be scheduled to run daily or triggered manually, making it ideal for real estate investors or agents aiming to maintain an updated pipeline of potential clients.
The process begins with either a manual trigger or a scheduled trigger, allowing flexible execution. It then sets search parameters such as city, state, property type, value range, and owner status. Using these criteria, the workflow calls the BatchData API to fetch matching properties. Results are filtered based on additional conditions like recent deed recordings, lease-to-value ratios, and equity levels.
For each property, the workflow performs a skip trace via API calls to obtain owner contact details, including phone numbers and emails. The data is then formatted into a structured lead list, capturing owner names, addresses, property details, and contact info. This list is exported to an Excel spreadsheet for record-keeping or sharing.
Additionally, the workflow can push each lead into a CRM system like HubSpot, ensuring leads are immediately available for follow-up. After completing the data collection and transfer, a summarization step calculates total leads and identifies the highest lead score. An email notification session then sends a report attachment with the summary details, keeping stakeholders informed.
This workflow is particularly useful for real estate professionals seeking to automate lead generation, data enrichment, and CRM updating, saving time and increasing outreach efficiency.
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