Real Estate Lead Gen with BatchData & CRM
Queries property data for high-equity or distressed homes, skip traces owners, scores leads, pushes them to your CRM.
What it does
You instantly find high-equity or distressed homes matching your criteria, score their potential, and get owner contact details pushed straight to your HubSpot CRM. The workflow automatically skips tracing owners to retrieve phone numbers and emails a summary spreadsheet so you can start contacting qualified leads immediately.
Step by step
- Configure the HTTP request node to call the BatchData API with specific equity and ownership filters.
- Map the JSON response fields from BatchData to the internal data structure for lead scoring.
- Use a code block to apply business logic that assigns a score based on equity thresholds.
Where the LLM does the work
- Generate dynamic email templates that personalize the summary report with recipient names and specific property details.
- Refine the lead scoring criteria by analyzing sample data to determine optimal equity cutoffs for high-quality leads.
- Draft clear error messages for users when skip tracing fails due to missing owner contact information.
Watch out for
Skip tracing results often contain incomplete data, so add validation logic to filter out leads with missing phone numbers.
Tools that fit
HTTP Request Service Connecting to external APIs for data fetching
Code LLM Filtering, scoring, and formatting lead data
Send Email Service Sending summary emails with attached spreadsheets
The agent brief
Everything your agent needs, including the gotchas. Copy it and go.
You are helping me build the following AI agent workflow. ## Goal Real Estate Lead Gen with BatchData & CRM: Queries property data for high-equity or distressed homes, skip traces owners, scores leads, pushes them to your CRM. ## Specification - What it does: You instantly find high-equity or distressed homes matching your criteria, score their potential, and get owner contact details pushed straight to your HubSpot CRM. The workflow automatically skips tracing owners to retrieve phone numbers and emails a summary spreadsheet so you can start contacting qualified leads immediately. - Trigger: On a schedule (Scheduled · daily or Manual · on demand) - Autonomy: Fully hands-off - Expected setup effort: about an afternoon - Tools/services involved: - BatchData API: Property search and skip tracing data retrieval - HTTP Request: Connecting to external APIs for data fetching - HubSpot: Pushing qualified leads into CRM - Code: Filtering, scoring, and formatting lead data - Send Email: Sending summary emails with attached spreadsheets ## Known pitfalls, handle each one explicitly in your implementation 1. Skip tracing results often contain incomplete data, so add validation logic to filter out leads with missing phone numbers. ## Reference implementation https://n8n.io/workflows/3666 (workflow template) Fetch and inspect this before building. If it matches my stack, adapt it; if not, rebuild the pattern with my tools. ## Process requirements 1. Before building: ask me which of the listed tools I actually use and what my platform is (n8n / Make / code / other). Do not assume. 2. Adapt the pattern to my answers; do not force the reference stack. 3. Address every pitfall above; tell me how you handled each. 4. Provide a test plan I can run before letting this touch real data. 5. Ask before any step that sends messages, modifies data, or spends money. Source: https://usecasesforagents.com/use-case/real-estate-lead-gen-with-batchdata-crm/ via usecasesforagents.com
Frequently asked questions
Can I use a different Data Enrichment than BatchData API?
Yes. BatchData API is only the example data enrichment in this recipe. The same flow works with Apollo, Dumpling AI, influencers.club and PredictLeads API. Swap the data enrichment connection and keep the rest of the setup as written.
Want this running in your business?
This is what I do. I design and build AI agents like this one, and keep them running. If you want it set up for your team instead of doing it yourself, get in touch.
Who it's for
Also fits Real Estate.