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.
n8n Real Estate Lead Generation Workflow
This n8n workflow automates the process of generating real estate leads, enriching them with skip-tracing data, and integrating them into a CRM (HubSpot). It's designed to streamline the lead management process from initial data acquisition to CRM entry and notification.
What it does
This workflow automates the following steps:
- Trigger: The workflow can be initiated either manually or on a scheduled basis, allowing for flexible execution.
- Data Preparation: It prepares the input data by setting necessary fields for subsequent operations.
- BatchData Skip Tracing: It makes an HTTP request to an external service (likely BatchData) to perform skip-tracing, enriching the lead data with additional contact information.
- Data Filtering: The workflow filters the skip-traced data, likely to remove irrelevant or incomplete leads, ensuring only qualified leads proceed.
- Data Transformation: It processes the filtered data, potentially splitting out individual lead records for separate processing.
- CRM Integration (HubSpot): For each qualified lead, the workflow creates or updates a contact record in HubSpot, integrating the enriched lead data directly into your CRM.
- Spreadsheet Export: It converts the processed lead data into a spreadsheet file (e.g., CSV or Excel).
- Email Notification: Finally, it sends an email containing the generated spreadsheet file, providing a summary or a list of the newly processed leads.
Prerequisites/Requirements
To use this workflow, you will need:
- n8n Instance: A running n8n instance to import and execute the workflow.
- BatchData Account: An account with BatchData (or a similar skip-tracing service) and its API credentials for the "HTTP Request" node.
- HubSpot Account: A HubSpot account and its API credentials for the "HubSpot" node.
- SMTP Credentials: Configuration for sending emails via the "Send Email" node.
Setup/Usage
- Import the Workflow: Download the provided JSON and import it into your n8n instance.
- Configure Credentials:
- HTTP Request: Update the "HTTP Request" node with your BatchData API endpoint and authentication details.
- HubSpot: Configure the "HubSpot" node with your HubSpot API key or OAuth credentials.
- Send Email: Set up your SMTP credentials in the "Send Email" node.
- Customize Data Fields:
- Edit Fields (Set): Adjust the "Edit Fields (Set)" node to match the structure of your incoming lead data and the fields required by BatchData and HubSpot.
- Filter: Modify the "Filter" node's conditions to define what constitutes a "qualified" lead based on your criteria.
- Adjust Trigger:
- Manual Trigger: Use the "Manual Trigger" for immediate execution and testing.
- Schedule Trigger: Configure the "Schedule Trigger" to run the workflow automatically at desired intervals (e.g., daily, weekly).
- Activate the Workflow: Once configured, activate the workflow to start automating your real estate lead generation.
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