Automatically enrich property lead data from HubSpot API and save results to a spreadsheet for easy access. This workflow is ideal for sales teams seeking to enhance their lead information efficiently. Requires 2 accounts: HubSpot API and Email SMTP. Streamline your lead enrichment process and save over 5 hours weekly, ensuring you have up-to-date, actionable insights!
Categories
APIs
Credentials
Copy or download to import into your n8n instance
{
"id": "RGVS0tHJV7Wh6aX4",
"meta": {
"instanceId": "bb9853d4d7d87207561a30bc6fe4ece20b295264f7d27d4a62215de2f3846a56"
},
"name": "Property Lead Contact Enrichment from CRM",
"tags": [],
"nodes": [
{
"id": "518b14de-23b9-4821-930c-8fa55eb4cfb4",
"name": "When clicking \"Execute Workflow\"",
"type": "n8n-nodes-base.manualTrigger",
"position": [
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"parameters": {},
"typeVersion": 1
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{
"id": "939df2a3-f6dd-40c9-a01a-460923a332a6",
"name": "Daily Schedule",
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"position": [
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"parameters": {
"rule": {
"interval": [
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]
}
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"typeVersion": 1.1
},
{
"id": "3228372f-ac40-4898-8bf5-09a4f37fde85",
"name": "Search Properties API",
"type": "n8n-nodes-base.httpRequest",
"position": [
320,
260
],
"parameters": {
"url": "https://api.batchdata.com/api/v1/property/search",
"method": "POST",
"options": {},
"jsonBody": "={\n \"searchCriteria\": {\n \"query\": \"{{ $json.city }}, {{ $json.state }}\",\n \"quickList\": \"{{ $json.quicklist }}\",\n \"valuation\": {\n \"estimatedValue\":{\"min\": {{ $json.minValue }}, \"max\": {{ $json.maxValue }}},\n \"equityPercent\":{\"min\": {{ $json.equityMin }}} \n },\n \"general\": {\n \"propertyTypeDetail\": {\"equals\": \"{{ $json.propertyType }}\"}\n }\n },\n \"options\": {\n \"skip\": 0,\n \"take\": {{ $json.propertiesToTake }}\n }\n}",
"sendBody": true,
"sendHeaders": true,
"specifyBody": "json",
"headerParameters": {
"parameters": [
{
"name": "Authorization",
"value": "=Bearer {{ $json.APIkey }}"
}
]
}
},
"typeVersion": 4.1
},
{
"id": "0aa1fb95-66c8-4b61-81f5-04b37e5c1185",
"name": "Configure Search Parameters",
"type": "n8n-nodes-base.set",
"position": [
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],
"parameters": {
"values": {
"string": [
{
"name": "city",
"value": "=Austin"
},
{
"name": "state",
"value": "Texas"
},
{
"name": "propertyType",
"value": "Single Family"
},
{
"name": "minValue",
"value": "200000"
},
{
"name": "maxValue",
"value": "500000"
},
{
"name": "quicklist",
"value": "out-of-state-owner"
},
{
"name": "equityMin",
"value": "30"
},
{
"name": "propertiesToTake",
"value": "2"
},
{
"name": "APIkey",
"value": "REPLACE ME"
}
]
},
"options": {}
},
"typeVersion": 2
},
{
"id": "2c183cc1-06a1-4528-82c3-df2585df58eb",
"name": "Get Owner Contact Info",
"type": "n8n-nodes-base.httpRequest",
"position": [
800,
220
],
"parameters": {
"url": "https://api.batchdata.com/api/v1/property/skip-trace",
"method": "POST",
"options": {},
"jsonBody": "={\n \"requests\": [\n {\n \"propertyAddress\": {\n \"street\": \"{{ $json.address.street }}\",\n \"city\": \"{{ $json.address.city }}\",\n \"state\": \"{{ $json.address.state }}\"\n }\n }\n ]\n} ",
"sendBody": true,
"sendHeaders": true,
"specifyBody": "json",
"headerParameters": {
"parameters": [
{
"name": "Authorization",
"value": "=Bearer {{ $('Configure Search Parameters').item.json.APIkey }}"
}
]
}
},
"typeVersion": 4.1
},
{
"id": "2fe0aef9-30d2-4c30-9029-571f3b4c8ca9",
"name": "Format Lead Data",
"type": "n8n-nodes-base.code",
"position": [
980,
300
],
"parameters": {
"jsCode": "const output = [];\n\n$input.all().forEach(item => {\n const persons = ((item.json.results || {}).persons) || [];\n persons.forEach(person => {\n // Owner info\n const owner_name = `${person.name.first || \"\"} ${person.name.middle || \"\"} ${person.name.last || \"\"}`.trim();\n const property = person.property || {};\n const propAddress = person.propertyAddress || {};\n const mailing = person.mailingAddress || {};\n\n // Property meta\n const property_id = property.id || \"\";\n const address = propAddress.street || \"\";\n const city = propAddress.city || \"\";\n const state = propAddress.state || \"\";\n const zip = propAddress.zip || \"\";\n\n // Property info\n const absentee_owner = (property.absenteeOwner === true) ? \"Yes\" : \"No\";\n const equity = property.equity || \"\";\n const equity_percent = property.equityPercent || \"\";\n const owner_mailing_address = mailing.street || \"\";\n const owner_mailing_city = mailing.city || \"\";\n const owner_mailing_state = mailing.state || \"\";\n const owner_mailing_zip = mailing.zip || \"\";\n\n // Create row object with basic info\n const row = {\n owner_name,\n property_id,\n address,\n city,\n state,\n zip,\n absentee_owner,\n equity,\n equity_percent,\n owner_mailing_address,\n owner_mailing_city,\n owner_mailing_state,\n owner_mailing_zip,\n lead_source: 'BatchData Property Search',\n date_added: new Date().toISOString().split('T')[0]\n };\n\n // Add phones as phone_1, phone_2, etc.\n (person.phoneNumbers || []).forEach((phone, idx) => {\n const n = idx + 1;\n row[`phone_${n}`] = phone.number;\n row[`phone_${n}_type`] = phone.type;\n row[`phone_${n}_carrier`] = phone.carrier;\n row[`phone_${n}_tested`] = phone.tested ? \"Yes\" : \"No\";\n row[`phone_${n}_reachable`] = phone.reachable ? \"Yes\" : \"No\";\n row[`phone_${n}_dnc`] = phone.dnc ? \"Yes\" : \"No\";\n row[`phone_${n}_last_reported`] = phone.lastReportedDate;\n row[`phone_${n}_score`] = phone.score;\n });\n\n // Add emails as email_1, email_2, etc.\n (person.emails || []).forEach((email, idx) => {\n const n = idx + 1;\n row[`email_${n}`] = email.address || email;\n });\n\n output.push(row);\n });\n});\n\nreturn output.map(row => ({ json: row }));\n"
},
"typeVersion": 2
},
{
"id": "013469c2-1e83-44e0-b078-c0b3d052a2c5",
"name": "Create Excel Spreadsheet",
"type": "n8n-nodes-base.spreadsheetFile",
"position": [
1320,
160
],
"parameters": {
"options": {
"fileName": "=Property_Leads_BatchData_{{ $now.format('LL/dd/yyyy') }}.xlsx",
"headerRow": true
},
"operation": "toFile",
"fileFormat": "xlsx"
},
"typeVersion": 2
},
{
"id": "954c492a-7da2-4902-99ab-318d4ea6e333",
"name": "Push to CRM",
"type": "n8n-nodes-base.hubspot",
"position": [
1320,
540
],
"parameters": {
"email": "=$json[\"email\"]",
"options": {},
"additionalFields": {}
},
"typeVersion": 2
},
{
"id": "61bfd72b-8971-4298-8d2a-09baea403956",
"name": "Email Notification",
"type": "n8n-nodes-base.emailSend",
"position": [
1560,
360
],
"webhookId": "e9459278-1cd9-47bb-bffd-88380d297217",
"parameters": {
"options": {},
"subject": "Property Lead Report - {{ $now.format('YYYY-MM-DD') }}",
"toEmail": "your-email@yourdomain.com",
"fromEmail": "no-reply@yourdomain.com"
},
"typeVersion": 2.1
},
{
"id": "a79a0618-ac63-4aaf-8337-b9ccc5940eef",
"name": "Summarize Results",
"type": "n8n-nodes-base.code",
"position": [
1320,
360
],
"parameters": {
"jsCode": "// Summarize the results of the property lead search\nconst leads = $input.all();\nconst totalLeads = leads.length;\n\n// Calculate the highest lead score\nlet highestScore = 0;\nif (totalLeads > 0) {\n highestScore = Math.max(...leads.map(item => item.json.lead_score || 0));\n}\n\n// Return a summary object\nreturn {\n json: {\n total_leads: totalLeads,\n highest_score: highestScore,\n execution_date: new Date().toISOString(),\n success: true\n }\n};"
},
"typeVersion": 2
},
{
"id": "cf6bbc2b-4892-4612-aee9-7f255f627a67",
"name": "Sticky Note - Workflow Overview",
"type": "n8n-nodes-base.stickyNote",
"position": [
-420,
-520
],
"parameters": {
"width": 800,
"height": 280,
"content": "# Property Lead Automation Workflow\n\nThis workflow automatically searches for potential real estate leads based on configured criteria, obtains owner contact information through skip tracing, and pushes the leads to your CRM. It can be run manually or scheduled to run daily.\n\n## Steps: Property Search → Filter Results → Skip Trace → Format Data → Export (Excel & CRM)"
},
"typeVersion": 1
},
{
"id": "ff155460-3f4e-44e8-aac7-4b84dff2dceb",
"name": "Sticky Note - Triggers",
"type": "n8n-nodes-base.stickyNote",
"position": [
-420,
-160
],
"parameters": {
"color": 2,
"width": 320,
"height": 620,
"content": "## Workflow Triggers\n\nThis workflow can be triggered in two ways:\n\n1. **Scheduled Trigger** - Runs automatically every day at the specified time\n\n2. **Manual Trigger** - Run the workflow on-demand by clicking Execute"
},
"typeVersion": 1
},
{
"id": "8c127497-0dc4-428d-a946-14c10b9572cb",
"name": "Sticky Note - Property Search",
"type": "n8n-nodes-base.stickyNote",
"position": [
-80,
-180
],
"parameters": {
"color": 4,
"width": 320,
"height": 650,
"content": "## Search Configuration\n\nConfigure your property search criteria including:\n\n- Location (city, state, zip)\n- Property type\n- Value range\n- Equity percentage\n- Owner status\n- And more\n\nEdit the 'search_parameters' in the Set node to customize your search criteria."
},
"typeVersion": 1
},
{
"id": "20ad7c5e-5d73-4b43-b5b0-6c9eaae18400",
"name": "Sticky Note - Data Processing",
"type": "n8n-nodes-base.stickyNote",
"position": [
260,
-180
],
"parameters": {
"color": 5,
"width": 880,
"height": 660,
"content": "## Property Data Processing\n\n1. **Search Properties API** - Connect to BatchData to search for properties\n\n2. **Filter Property Results** - Apply additional filtering logic and calculate lead scores based on factors like:\n - Equity percentage\n - Years of ownership\n - Owner occupancy status\n - Tax delinquency\n - Recent sales activity\n\n3. **Get Owner Contact Info** - Skip trace each property to find owner contact details\n\n4. **Format Lead Data** - Structure the data for CRM and reporting"
},
"typeVersion": 1
},
{
"id": "a0254233-a0af-43b2-8258-0820d8fdd49d",
"name": "Sticky Note - Output",
"type": "n8n-nodes-base.stickyNote",
"position": [
1180,
-180
],
"parameters": {
"color": 6,
"width": 560,
"height": 920,
"content": "## Lead Output Options\n\n1. **Create Excel Spreadsheet** - Generates an Excel file with all property leads and details\n\n2. **Push to CRM** - Adds leads to your CRM system (HubSpot in this example, but can be changed to Salesforce, Zoho, etc.)\n\n3. **Email Notification** - Sends a summary email with the Excel file attached\n\n4. **Summarize Results** - Provides a summary of the execution results"
},
"typeVersion": 1
},
{
"id": "cd34cafe-5a92-4ac3-b585-77c07862db22",
"name": "Filter",
"type": "n8n-nodes-base.filter",
"position": [
480,
200
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "cee6d210-4a90-4ad6-bbda-77153c21d3b4",
"operator": {
"type": "dateTime",
"operation": "before"
},
"leftValue": "={{ $json.results.properties[0].deedHistory[0].recordingDate }}",
"rightValue": "2024-06-02T00:00:00"
},
{
"id": "99089667-9c68-48d7-ad09-24a5ce301a70",
"operator": {
"name": "filter.operator.equals",
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $json.results.properties[0].mls.status }}",
"rightValue": "Off Market"
},
{
"id": "261c72c7-7208-462c-860d-148f19d3922d",
"operator": {
"type": "number",
"operation": "lt"
},
"leftValue": "={{ $json.results.properties[0].openLien.mortgages[0].ltv }}",
"rightValue": 70
},
{
"id": "0a18f08e-86ea-4859-85db-2137c2186d11",
"operator": {
"type": "boolean",
"operation": "true",
"singleValue": true
},
"leftValue": "={{ $json.results.properties[0].quickLists.highEquity }}",
"rightValue": "true"
}
]
}
},
"typeVersion": 2.2
},
{
"id": "d30c51d7-9f2d-4804-9fec-036b41ebf5a8",
"name": "Split Out",
"type": "n8n-nodes-base.splitOut",
"position": [
640,
300
],
"parameters": {
"options": {},
"fieldToSplitOut": "results.properties"
},
"typeVersion": 1
}
],
"active": false,
"pinData": {},
"settings": {
"executionOrder": "v1"
},
"versionId": "a13b74ed-bc3d-4bed-9f72-4a31de5d9bbc",
"connections": {
"Filter": {
"main": [
[
{
"node": "Split Out",
"type": "main",
"index": 0
}
]
]
},
"Split Out": {
"main": [
[
{
"node": "Get Owner Contact Info",
"type": "main",
"index": 0
}
]
]
},
"Daily Schedule": {
"main": [
[
{
"node": "Configure Search Parameters",
"type": "main",
"index": 0
}
]
]
},
"Format Lead Data": {
"main": [
[
{
"node": "Create Excel Spreadsheet",
"type": "main",
"index": 0
},
{
"node": "Push to CRM",
"type": "main",
"index": 0
},
{
"node": "Summarize Results",
"type": "main",
"index": 0
}
]
]
},
"Summarize Results": {
"main": [
[
{
"node": "Email Notification",
"type": "main",
"index": 0
}
]
]
},
"Search Properties API": {
"main": [
[
{
"node": "Filter",
"type": "main",
"index": 0
}
]
]
},
"Get Owner Contact Info": {
"main": [
[
{
"node": "Format Lead Data",
"type": "main",
"index": 0
}
]
]
},
"Create Excel Spreadsheet": {
"main": [
[
{
"node": "Email Notification",
"type": "main",
"index": 0
}
]
]
},
"Configure Search Parameters": {
"main": [
[
{
"node": "Search Properties API",
"type": "main",
"index": 0
}
]
]
},
"When clicking \"Execute Workflow\"": {
"main": [
[
{
"node": "Configure Search Parameters",
"type": "main",
"index": 0
}
]
]
}
}
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Configure credentials and update service-specific settings before executing the workflow. Review required credentials in the Technical Details section above.