Property Lead Contact Enrichment from CRM
This workflow is designed to automate the screening and enrichment of real estate leads. By calling a bulk data API, the system can retrieve property information based on custom criteria and use skip tracing technology to complete the owner's contact information. The generated client data will be exported as an Excel file and synchronized with the CRM system, while a report email will be sent to notify relevant personnel. This process supports both manual and scheduled automatic execution, significantly enhancing the efficiency and accuracy of lead generation, thereby assisting real estate investment and marketing teams in achieving more effective customer management.
Workflow Name
Property Lead Contact Enrichment from CRM
Key Features and Highlights
This workflow automatically searches for real estate leads that meet specific criteria. It leverages the BatchData API to obtain property information, followed by multi-dimensional filtering and scoring. Using Skip Trace technology, it acquires detailed owner contact information. The enriched lead data is then exported as an Excel file and synchronized with the CRM system. Additionally, an email report notification is sent out. The workflow supports both manual execution and scheduled daily automation, significantly enhancing the efficiency and accuracy of lead generation.
Core Problems Addressed
- Automates the filtering of suitable real estate investment leads, eliminating tedious manual data searching and screening
- Enriches lead information by completing owner contact details, improving subsequent marketing and follow-up effectiveness
- Ensures seamless data integration with the CRM system for timely updates and management of lead information
- Provides email notifications to keep key personnel informed of the latest lead developments in real time
Application Scenarios
- Real estate investment firms or agents seeking high-quality property leads that meet investment criteria
- Asset management organizations requiring regular updates and enrichment of their lead databases
- Marketing teams conducting targeted customer acquisition by rapidly obtaining contact details
- CRM data supplementation and synchronization to enable automated sales management
Main Workflow Steps
- Trigger: Supports manual execution or scheduled daily automatic triggering
- Configure search parameters: Customize filtering criteria such as city, property type, price range, ownership equity ratio, owner status, etc.
- Call BatchData Property Search API to retrieve an initial list of properties
- Use code nodes to filter property results based on conditions like owner residency status, holding period, absence of recent transactions, and calculate lead scores
- Call BatchData Skip Trace API to obtain detailed owner contact information (phone, email, mailing address, etc.)
- Format and consolidate property and owner data in preparation for export
- Generate an Excel file containing detailed information for all leads
- Push lead data to the CRM system (HubSpot in the example; extendable to Salesforce, Zoho, etc.)
- Summarize execution results and send email notifications with the Excel report to relevant personnel
Systems and Services Involved
- BatchData API (Property Search and Skip Trace)
- n8n Automation Platform (Workflow orchestration)
- Excel File Generation (Lead data export)
- CRM Systems (HubSpot by default, with support for other major CRMs)
- Email Service (Automated execution report delivery)
Target Users and Value Proposition
- Real estate investment analysts, agents, and sales teams aiming to quickly identify high-potential investment targets
- CRM managers focused on improving data quality and completeness
- Marketing and business development teams seeking automated lead generation and follow-up
- Managers looking to boost lead conversion rates and operational efficiency through automation
This workflow centers on precise data filtering and automated information enrichment, substantially reducing manual labor costs while enhancing the professionalism and efficiency of real estate lead development. It is a vital tool for digital transformation in the real estate industry.