Preston Zeller
Growth strategist and technologist, seeing companies from $25MM to $300MM ARR. Building innovative solutions with AI, workflows, desktop and mobile applications.
Templates by Preston Zeller
Real estate lead generation with BatchData skip tracing & CRM integration
How It Works This workflow automates the entire property lead generation process in a few simple steps: Property Search: Connects to BatchData's Property Search API with customizable parameters (location, property type, value range, equity percentage, etc.) Lead Filtering & Scoring: Processes results to identify the most promising leads based on criteria like absentee ownership, years owned, equity percentage, and tax status. Each property receives a lead score to prioritize follow-up. Skip Tracing: Automatically retrieves owner contact information (phone, email, mailing address) for each qualified property. Data Formatting: Structures all property and owner data into a clean, organized format ready for your systems. Multi-Channel Output: Generates an Excel spreadsheet with all lead details Pushes leads directly to your CRM (configurable for HubSpot, Salesforce, etc.) Sends a summary email with the spreadsheet attached The workflow can run on a daily schedule or be triggered manually as needed. All parameters are easily configurable through dedicated nodes, requiring no coding knowledge. Who's It For This workflow is perfect for: Real Estate Investors looking to find off-market properties with motivated sellers Real Estate Agents who want to generate listing leads from distressed or high-equity properties Investment Companies that need regular lead flow for acquisitions Real Estate Marketers who run targeted campaigns to property owners Wholesalers seeking to build a pipeline of potential deals Property Service Providers (roof repair, renovation contractors, etc.) who target specific property types Anyone who needs reliable, consistent lead generation for real estate without the manual work of searching, filtering, and organizing property data will benefit from this automation. About BatchData BatchData is a comprehensive property data provider that offers access to nationwide property information, owner details, and skip tracing services. Key features include: Extensive Database: Covers 150+ million properties across all 50 states Rich Property Data: Includes ownership information, tax records, sales history, valuation estimates, equity positions, and more Skip Tracing Services: Provides owner contact information including phone numbers, email addresses, and mailing addresses Distressed Property Indicators: Flags for pre-foreclosure, tax delinquency, vacancy, and other motivation factors RESTful API: Professional API for programmatic access to all property data services Regular Updates: Continuously refreshed data for accurate information BatchData's services are designed for real estate professionals who need reliable property and owner information to power their marketing and acquisition strategies. Their API-first approach makes it ideal for workflow automation tools like N8N.
By Preston ZellerAutomated property lead generation with BatchData and CRM integration
How It Works This N8N workflow creates an automated system for discovering high-potential real estate investment opportunities. The workflow runs on a customizable schedule to scan the market for properties that match your specific criteria, then alerts your team about the most promising leads. The process follows these steps: Connects to BatchData API on a regular schedule to search for properties matching your parameters Compares new results with previous scans to identify new listings and property changes Applies intelligent filtering to focus on high-potential opportunities (high equity, absentee owners, etc.) Retrieves comprehensive property details and owner information for qualified leads Delivers formatted alerts through multiple channels (email and Slack/Teams) Each email alert includes detailed property information, owner details, equity percentage, and a direct Google Maps link to view the property location. The workflow also posts concise notifications to your team's communication channels for quick updates. Who It's For This workflow is designed for: Real Estate Investors: Find off-market properties with high equity and motivated sellers Real Estate Agents: Identify potential listing opportunities before they hit the market Property Acquisition Teams: Streamline the lead generation process with automated scanning Real Estate Wholesalers: Discover properties with significant equity spreads for potential deals REITs and Property Management Companies: Monitor market changes and expansion opportunities The workflow is especially valuable for professionals who want to: Save hours of manual market research time Get early notifications about high-potential properties Access comprehensive property and owner information in one place Focus their efforts on the most promising opportunities About BatchData BatchData is a powerful property data platform for real estate professionals. Their API provides access to comprehensive property and owner information across the United States, including: Property details (bedrooms, bathrooms, square footage, year built, etc.) Valuation and equity estimates Owner information (name, mailing address, contact info) Transaction history and sales data Foreclosure and distressed property status Demographic and neighborhood data The platform specializes in providing accurate, actionable property data that helps real estate professionals make informed decisions and identify opportunities efficiently. BatchData's extensive database covers millions of properties nationwide and is regularly updated to ensure data accuracy. The API's flexible search capabilities allow you to filter properties based on numerous criteria, making it an ideal data source for automated lead generation workflows like this one.
By Preston ZellerAutomated real estate property lead scoring with BatchData
How It Works This workflow automates the real estate lead qualification process by leveraging property data from BatchData. The automation follows these steps: When a new lead is received through your CRM webhook, the workflow captures their address information It then makes an API call to BatchData to retrieve comprehensive property details A sophisticated scoring algorithm evaluates the lead based on property characteristics like: Property value (higher values earn more points) Square footage (larger properties score higher) Property age (newer constructions score higher) Investment status (non-owner occupied properties earn bonus points) Lot size (larger lots receive additional score) Leads are automatically classified into categories (high-value, qualified, potential, or unqualified) The workflow updates your CRM with enriched property data and qualification scores High-value leads trigger immediate follow-up tasks for your team Notifications are sent to your preferred channel (Slack in this example) The entire process happens within seconds of receiving a new lead, ensuring your sales team can prioritize the most valuable opportunities immediately.. Who It's For This workflow is perfect for: Real estate agents and brokers looking to prioritize high-value property leads Mortgage lenders who need to qualify borrowers based on property assets Home service providers (renovators, contractors, solar installers) targeting specific property types Property investors seeking specific investment opportunities Real estate marketers who want to segment audiences by property value Home insurance agents qualifying leads based on property characteristics Any business that bases lead qualification on property details will benefit from this automated qualification system. About BatchData BatchData is a comprehensive property data provider that offers detailed information about residential and commercial properties across the United States. Their API provides: Property valuation and estimates Ownership information Property characteristics (size, age, bedrooms, bathrooms) Tax assessment data Transaction history Occupancy status (owner-occupied vs. investment) Lot details and dimensions By integrating BatchData with your lead management process, you can automatically verify and enrich leads with accurate property information, enabling more intelligent lead scoring and routing based on actual property characteristics rather than just contact information. This workflow demonstrates how to leverage BatchData's property API to transform your lead qualification process from manual research into an automated, data-driven system that ensures high-value leads receive immediate attention.
By Preston Zeller