Find and capture real estate leads with a daily or on demand run. It searches properties that match your rules, finds owner contact details, and sends the leads to your CRM with a report. Ideal for acquisitions teams, agents, and investors who want steady, qualified leads without manual research.

The flow starts with a schedule or manual button. It sets search criteria, calls a property search API, filters and scores results, and skip traces owners for phone and email. Data is formatted for CRM fields, saved to an Excel file, and added to HubSpot. A summary email goes out with the spreadsheet attached and key stats from the run.

Setup is simple. Connect a BatchData API key, link your HubSpot account, and add SMTP details for email. Adjust the search rules to your market and test a manual run to confirm matches, scoring, and field mapping. Many teams cut research time from hours to minutes, improve data quality with one clean format, and move faster on warm leads in their CRM.

• Two triggers let you run daily on a schedule or on demand
• Editable search settings for city, state, property type, value range, and more
• Property search via HTTP request to fetch fresh listings that match your rules
• Custom code filters and scores leads by equity, ownership years, occupancy, and activity
• Skip tracing call to fetch owner phone and email details
• Lead data is formatted to match CRM fields for clean records
• Excel export creates a dated spreadsheet with headers for reporting
• HubSpot integration pushes leads directly into your CRM
• Email summary sends key stats and attaches the Excel file

• Reduce manual research from 3 hours to 10 minutes per day
• Automate up to 90 percent of lead list building and data entry
• Improve data quality by 30 percent with consistent fields and skip trace checks
• Handle 5 times more properties without adding staff
• Connect BatchData and HubSpot in one flow for faster follow up
• Get a daily email with an Excel file for quick review and sharing

1. Import the template into n8n: Create a new workflow in n8n > Click the three dots menu > Select 'Import from File' > Choose the downloaded JSON file.
2. You'll need accounts with BatchData and HubSpot. See the Tools Required section above for links to create accounts with these services.
3. Open the Search Properties API node, then in the Credential dropdown click Create new credential. Choose HTTP Header Auth, add your BatchData API key according to their API docs, and save.
4. Open the Push to CRM node, click Create new credential, select HubSpot, then follow the on screen steps to connect your HubSpot account.
5. Open the Email Notification node and enter your SMTP server, port, username, and password from your email provider. Use a from email that is allowed by your provider.
6. Open the Configure Search Parameters node and edit the search_parameters field. Set your target city, state, property type, value range, equity, and other filters.
7. Run a manual test from the When clicking Execute Workflow trigger. Check the Search Properties API node returns results.
8. Review the Filter Property Results code node. Adjust scoring weights if needed to match your deal criteria.
9. Verify the Get Owner Contact Info node returns phone and email data. If empty, widen search filters or check API credits.
10. Confirm the Format Lead Data node maps fields to HubSpot correctly. Match property address, owner name, phone, email, and score to your CRM fields.
11. Check the Create Excel Spreadsheet output. Ensure headers look correct and sample rows contain the right data.
12. Verify HubSpot records were created or updated as expected. If you see errors, review field mappings and required properties in HubSpot.
13. Confirm the summary email arrives with the Excel file attached. If not, recheck SMTP settings, sender permissions, and spam folder.
14. Enable the Daily Schedule trigger and set the time you want it to run. Activate the workflow.
15. Troubleshooting: If no leads appear, relax filters in Configure Search Parameters. If API calls fail, recheck credentials and rate limits. If emails bounce, verify SPF and DKIM with your email provider.