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Real estate lead generation with BatchData skip tracing & CRM integration

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Real estate lead generation with BatchData skip tracing & CRM integration preview
Open on n8n.io

Important notice

This workflow is provided as-is. Please review and test before using in production.

1. Workflow Overview

How It Works This workflow automates the entire property lead generation process in a few simple steps: 1. Property Search: Connects to BatchData's Property Search API with customizable parameters ...

Best for

  • Lead Generation automation workflows
  • advanced n8n builders looking for reusable templates

Tools used

n8n-nodes-base.manualtrigger, n8n-nodes-base.scheduletrigger, n8n-nodes-base.httprequest, n8n-nodes-base.set, n8n-nodes-base.code, n8n-nodes-base.spreadsheetfile, n8n-nodes-base.hubspot, n8n-nodes-base.emailsend

Source and attribution

This workflow is cataloged by N8N Workflows and links back to its original n8n.io source page by Preston Zeller.

Original n8n.io source

1.1 Workflow description

Title
Real estate lead generation with BatchData skip tracing & CRM integration
Workflow name
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:

  1. Property Search: Connects to BatchData's Property Search API with customizable parameters (location, property type, value range, equity percentage, etc.)
  2. 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.
  3. Skip Tracing: Automatically retrieves owner contact information (phone, email, mailing address) for each qualified property.
  4. Data Formatting: Structures all property and owner data into a clean, organized format ready for your systems.
  5. 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.

1.2 Logical Blocks

This catalog entry is organized from the workflow JSON. The node-level section below shows the executable blocks available for review before importing the template.

2. Block-by-Block Analysis

Block 1 - When clicking "Execute Workflow"

Type / Role
n8n-nodes-base.manualTrigger - manualTrigger
Config choices
Version 1

Block 2 - Daily Schedule

Type / Role
n8n-nodes-base.scheduleTrigger - scheduleTrigger
Config choices
Version 1.1

Block 3 - Search Properties API

Type / Role
n8n-nodes-base.httpRequest - httpRequest
Config choices
Version 4.1

Block 4 - Configure Search Parameters

Type / Role
n8n-nodes-base.set - set
Config choices
Version 2

Block 5 - Get Owner Contact Info

Type / Role
n8n-nodes-base.httpRequest - httpRequest
Config choices
Version 4.1

Block 6 - Format Lead Data

Type / Role
n8n-nodes-base.code - code
Config choices
Version 2

Block 7 - Create Excel Spreadsheet

Type / Role
n8n-nodes-base.spreadsheetFile - spreadsheetFile
Config choices
Version 2

Block 8 - Push to CRM

Type / Role
n8n-nodes-base.hubspot - hubspot
Config choices
Version 2

Block 9 - Email Notification

Type / Role
n8n-nodes-base.emailSend - emailSend
Config choices
Version 2.1

Block 10 - Summarize Results

Type / Role
n8n-nodes-base.code - code
Config choices
Version 2

Block 11 - Sticky Note - Workflow Overview

Type / Role
n8n-nodes-base.stickyNote - stickyNote
Config choices
Version 1

Block 12 - Sticky Note - Triggers

Type / Role
n8n-nodes-base.stickyNote - stickyNote
Config choices
Version 1

Block 13 - Sticky Note - Property Search

Type / Role
n8n-nodes-base.stickyNote - stickyNote
Config choices
Version 1

Block 14 - Sticky Note - Data Processing

Type / Role
n8n-nodes-base.stickyNote - stickyNote
Config choices
Version 1

Block 15 - Sticky Note - Output

Type / Role
n8n-nodes-base.stickyNote - stickyNote
Config choices
Version 1

Block 16 - Filter

Type / Role
n8n-nodes-base.filter - filter
Config choices
Version 2.2

Block 17 - Split Out

Type / Role
n8n-nodes-base.splitOut - splitOut
Config choices
Version 1

3. Summary Table

Workflow Real estate lead generation with BatchData skip tracing & CRM integration
Complexity advanced
Nodes 17
Categories Lead Generation
Author Preston Zeller
Published 22 Apr 2025

4. Reproducing the Workflow from Scratch

  1. 1. Download the workflow JSON

    Use the JSON export at /data/workflows/3666/3666.json as the source template for this automation.

  2. 2. Import the template into n8n

    Open n8n, import the downloaded JSON, and review each node before activating the workflow.

  3. 3. Configure credentials and variables

    Replace placeholder credentials, API keys, webhook URLs, account IDs, and environment-specific values with your own settings.

  4. 4. Test with sample data

    Run the workflow manually or in a staging workspace, inspect node output, and confirm downstream systems receive the expected data.

  5. 5. Activate and monitor

    Enable the workflow only after testing, then monitor executions, errors, and rate limits during the first production runs.

5. General Notes & Resources

Review imported nodes carefully before activation. This catalog entry is intended to help you inspect the workflow structure, understand required services, and find related templates faster.

Node names, credentials, schedules, webhook paths, and external service limits may need adjustment for your workspace.

Frequently asked questions

What does Real estate lead generation with BatchData skip tracing & CRM integration do?

How It Works This workflow automates the entire property lead generation process in a few simple steps: 1. Property Search: Connects to BatchData's Property Search API with customizable parameters ...

What do I need before importing this workflow?

Review the workflow JSON, configure any required credentials in n8n, and test the automation in a safe workspace before using it in production.

Can I customize this workflow?

Yes. Use the block-by-block analysis and the downloadable JSON to inspect each node, then adjust credentials, prompts, schedules, filters, or destinations for your Lead Generation use case.