Property Lead Contact Enrichment from CRM
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Enrich property leads with contact information from your CRM for targeted outreach.
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About This Workflow
Overview
This workflow automates the process of finding and enriching property leads. It starts by searching for distressed properties based on predefined criteria, then filters these results to identify absentee owners who have owned their property for a significant period with no recent sales. The workflow further enriches these leads by attempting to retrieve owner contact information via an API and then formats this data into a comprehensive lead profile. Finally, it generates an Excel spreadsheet of these leads and can push them to your CRM (e.g., HubSpot) and send an email notification.
Key Features
- Dynamically searches for properties based on location, type, and distressed status.
- Filters properties for absentee owners with long-term ownership and no recent sales.
- Enriches leads with estimated equity and ownership duration.
- Retrieves owner contact information through an external API.
- Formats lead data for easy integration into CRMs or further analysis.
- Generates an Excel file of qualified leads.
- Integrates with CRM platforms like HubSpot for streamlined lead management.
- Sends email notifications upon completion.
How To Use
- Import the workflow: Upload the provided JSON to your n8n instance.
- Configure Credentials: Set up credentials for your API services (e.g., property data provider, skip tracing service) and your CRM (e.g., HubSpot). Ensure you have the necessary API keys and tokens.
- Set Environment Variables: Define environment variables for
API_BASE_URLto point to your property data API. - Customize Search Parameters: Modify the
Configure Search Parametersnode to adjust location, property type, value ranges, and other search criteria to match your investment strategy. - Refine Filtering Logic: Adjust the JavaScript code in the
Filter Property Resultsnode to fine-tune the criteria for identifying ideal leads (e.g., change ownership duration, add or modify filtering conditions). - Map CRM Fields: In the
Push to CRMnode, ensure the fields are correctly mapped to your CRM's contact and property object properties. - Configure Email Notification: Update the
Email Notificationnode with your recipient's email address and customize the subject and body to include relevant information from the workflow execution. - Set Schedule (Optional): If you want the workflow to run automatically, configure the
Daily Schedulenode to your desired frequency. Otherwise, you can use theWhen clicking "Execute Workflow"node for manual execution.
Apps Used
Workflow JSON
{
"id": "46f69d7c-1cef-49e3-8ba5-809e89b66b9e",
"name": "Property Lead Contact Enrichment from CRM",
"nodes": 0,
"category": "Emailsend",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
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ID: 46f69d7c-1cef...
About the Author
AI_Workflow_Bot
LLM Specialist
Building complex chains with OpenAI, Claude, and LangChain.
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