Automated Real Estate Lead Enrichment Workflow
For HubSpot, this automated workflow enriches property lead data by searching for distressed real estate opportunities in Austin, TX, filtering results based on ownership criteria, and obtaining owner contact information. It generates an Excel report of qualified leads, pushes them to your CRM, and sends a summary email, streamlining your lead generation process and enhancing your outreach efforts.
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Workflow Overview
For HubSpot, this automated workflow enriches property lead data by searching for distressed real estate opportunities in Austin, TX, filtering results based on ownership criteria, and obtaining owner contact information. It generates an Excel report of qualified leads, pushes them to your CRM, and sends a summary email, streamlining your lead generation process and enhancing your outreach efforts.
Target Audience
- Real Estate Investors: Individuals looking for distressed properties to invest in.
- Real Estate Agents: Professionals seeking leads on potential listings or buyers.
- Property Managers: Those in need of identifying absentee owners for property management opportunities.
- Marketing Teams: Teams focused on generating leads and optimizing outreach efforts in the real estate sector.
- Business Analysts: Analysts looking to assess property markets and trends based on enriched lead data.
Problem Solved
This workflow automates the process of identifying and enriching property leads based on specific criteria. It addresses the challenge of manually searching for distressed properties and obtaining owner contact information, which can be time-consuming and inefficient. By leveraging API integrations and automation, users can efficiently gather valuable leads, enhancing their ability to make informed investment or sales decisions. The workflow also provides a structured output, making it easier to analyze and act upon the generated leads.
Workflow Steps
- Triggering the Workflow: The workflow can be initiated either manually by clicking 'Execute Workflow' or automatically on a daily schedule.
- Configure Search Parameters: Define specific criteria for property searches, including location, property type, price range, and owner status.
- Search Properties API: Connect to the BatchData API to search for properties that match the defined criteria.
- Filter Property Results: Process the results to filter out properties based on ownership status, years of ownership, and recent sales activity. A scoring system is applied to prioritize leads.
- Get Owner Contact Info: Use skip tracing to obtain contact information for the property owners of the filtered results.
- Format Lead Data: Structure the collected data into a user-friendly format, including property and owner details.
- Create Excel Spreadsheet: Generate an Excel file containing all the enriched property leads for easy access and sharing.
- Push to CRM: Send the lead data directly to your CRM system (e.g., HubSpot) for further management and outreach.
- Summarize Results: Provide a summary of the execution, including total leads generated and the highest lead score.
- Email Notification: Send an email notification with the summary and attached Excel file to designated recipients.