{
  "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": [
        -340,
        280
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "939df2a3-f6dd-40c9-a01a-460923a332a6",
      "name": "Daily Schedule",
      "type": "n8n-nodes-base.scheduleTrigger",
      "position": [
        -340,
        100
      ],
      "parameters": {
        "rule": {
          "interval": [
            {}
          ]
        }
      },
      "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/properties/search",
        "method": "POST",
        "options": {},
        "authentication": "genericCredentialType",
        "genericAuthType": "httpHeaderAuth"
      },
      "typeVersion": 4.1
    },
    {
      "id": "0aa1fb95-66c8-4b61-81f5-04b37e5c1185",
      "name": "Configure Search Parameters",
      "type": "n8n-nodes-base.set",
      "position": [
        40,
        240
      ],
      "parameters": {
        "values": {
          "string": [
            {
              "name": "search_parameters",
              "value": "={ "location": { "city": "Austin", "state": "TX" }, "propertyType": "single_family", "value": { "min": 200000, "max": 500000 }, "status": "distressed", "equity": { "min": 30 }, "limit": 50 }"
            }
          ]
        },
        "options": {}
      },
      "typeVersion": 2
    },
    {
      "id": "052b357b-a374-4e0c-ab98-67e79ed8cf2b",
      "name": "Filter Property Results",
      "type": "n8n-nodes-base.code",
      "position": [
        540,
        260
      ],
      "parameters": {
        "jsCode": "// Process batch property results and filter according to criterianconst results = $input.all()[0].json.results || [];nn// Filter to find matching propertiesnconst filteredProperties = results.filter(property => {n  // Example filtering criteria - customize as neededn  // Only include properties where:n  // 1. Owner doesn't live at the property (absentee)n  // 2. Property has been owned for 5+ yearsn  // 3. No sales in the last 3 yearsn  n  const isAbsentee = property.owner_occupied === false;n  n  // Calculate years of ownership if purchase date existsn  let yearsOwned = 0;n  if (property.last_sale_date) {n    const purchaseDate = new Date(property.last_sale_date);n    const currentDate = new Date();n    yearsOwned = currentDate.getFullYear() - purchaseDate.getFullYear();n  }n  n  // Check if no recent sales (last 3 years)n  let noRecentSales = true;n  if (property.last_sale_date) {n    const lastSale = new Date(property.last_sale_date);n    const threeYearsAgo = new Date();n    threeYearsAgo.setFullYear(threeYearsAgo.getFullYear() - 3);n    noRecentSales = lastSale = 5 && noRecentSales;n});nn// Add relevant score to each propertynconst scoredProperties = filteredProperties.map(property => {n  // Create a simple scoring system from 0-100n  // This helps prioritize the best leadsn  let score = 50; // Base scoren  n  // Increase score for properties with more equityn  if (property.equity_percentage) {n    score += Math.min(property.equity_percentage / 2, 25);n  }n  n  // Increase score for longer ownershipn  if (property.last_sale_date) {n    const purchaseDate = new Date(property.last_sale_date);n    const currentDate = new Date();n    const yearsOwned = currentDate.getFullYear() - purchaseDate.getFullYear();n    score += Math.min(yearsOwned, 15);n  }n  n  // Increase score for tax delinquencyn  if (property.tax_delinquent) {n    score += 10;n  }n  n  return { ...property, lead_score: Math.round(score) };n});nn// Sort by score descendingnscoredProperties.sort((a, b) => b.lead_score - a.lead_score);nn// Return the filtered and scored propertiesnreturn scoredProperties.map(property => {n  return {n    json: propertyn  };n});"
      },
      "typeVersion": 2
    },
    {
      "id": "2c183cc1-06a1-4528-82c3-df2585df58eb",
      "name": "Get Owner Contact Info",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        760,
        260
      ],
      "parameters": {
        "url": "https://api.batchdata.com/api/v1/property/skip-trace",
        "method": "POST",
        "options": {},
        "authentication": "genericCredentialType",
        "genericAuthType": "httpHeaderAuth"
      },
      "typeVersion": 4.1
    },
    {
      "id": "2fe0aef9-30d2-4c30-9029-571f3b4c8ca9",
      "name": "Format Lead Data",
      "type": "n8n-nodes-base.code",
      "position": [
        960,
        260
      ],
      "parameters": {
        "jsCode": "// Process and format the property data with owner contact infonreturn $input.all().map(item => {n  const property = item.json;n  const skipTraceData = property.skip_trace_data || {};n  const ownerInfo = property.owner_info || {};n  n  return {n    json: {n      // Property Informationn      property_id: property.property_id,n      address: property.address,n      city: property.city,n      state: property.state,n      zip: property.zip,n      property_type: property.property_type,n      beds: property.beds,n      baths: property.baths,n      sqft: property.building_sqft,n      lot_size: property.lot_size,n      year_built: property.year_built,n      last_sale_date: property.last_sale_date,n      last_sale_price: property.last_sale_price,n      estimated_value: property.estimated_value,n      estimated_equity: property.estimated_equity,n      equity_percentage: property.equity_percentage,n      lead_score: property.lead_score,n      n      // Owner Informationn      owner_name: ownerInfo.full_name || `${ownerInfo.first_name || ''} ${ownerInfo.last_name || ''}`.trim(),n      owner_mailing_address: ownerInfo.mailing_address,n      owner_mailing_city: ownerInfo.mailing_city,n      owner_mailing_state: ownerInfo.mailing_state,n      owner_mailing_zip: ownerInfo.mailing_zip,n      n      // Contact Info from Skip Tracen      email: skipTraceData.email,n      phone: skipTraceData.phone_number,n      mobile: skipTraceData.mobile_number,n      alternate_phone: skipTraceData.alternate_phone,n      n      // Additional Detailsn      absentee_owner: property.owner_occupied === false ? 'Yes' : 'No',n      tax_delinquent: property.tax_delinquent ? 'Yes' : 'No',n      years_owned: property.years_owned,n      lead_source: 'BatchData Property Search',n      date_added: new Date().toISOString().split('T')[0]n    }n  };n});"
      },
      "typeVersion": 2
    },
    {
      "id": "013469c2-1e83-44e0-b078-c0b3d052a2c5",
      "name": "Create Excel Spreadsheet",
      "type": "n8n-nodes-base.spreadsheetFile",
      "position": [
        1280,
        160
      ],
      "parameters": {
        "options": {
          "fileName": "Property_Leads_{{ $now.format('YYYY-MM-DD') }}.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": [
        1280,
        540
      ],
      "parameters": {
        "options": {},
        "additionalFields": {}
      },
      "typeVersion": 2
    },
    {
      "id": "61bfd72b-8971-4298-8d2a-09baea403956",
      "name": "Email Notification",
      "type": "n8n-nodes-base.emailSend",
      "position": [
        1520,
        300
      ],
      "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": [
        1280,
        360
      ],
      "parameters": {
        "jsCode": "// Summarize the results of the property lead searchnconst leads = $input.all();nconst totalLeads = leads.length;nn// Calculate the highest lead scorenlet highestScore = 0;nif (totalLeads > 0) {n  highestScore = Math.max(...leads.map(item => item.json.lead_score || 0));n}nn// Return a summary objectnreturn {n  json: {n    total_leads: totalLeads,n    highest_score: highestScore,n    execution_date: new Date().toISOString(),n    success: truen  }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 WorkflownnThis 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.nn## Steps: Property Search u2192 Filter Results u2192 Skip Trace u2192 Format Data u2192 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 TriggersnnThis workflow can be triggered in two ways:nn1. **Scheduled Trigger** - Runs automatically every day at the specified timenn2. **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 ConfigurationnnConfigure your property search criteria including:nn- Location (city, state, zip)n- Property typen- Value rangen- Equity percentagen- Owner statusn- And morennEdit 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 Processingnn1. **Search Properties API** - Connect to BatchData to search for propertiesnn2. **Filter Property Results** - Apply additional filtering logic and calculate lead scores based on factors like:n   - Equity percentagen   - Years of ownershipn   - Owner occupancy statusn   - Tax delinquencyn   - Recent sales activitynn3. **Get Owner Contact Info** - Skip trace each property to find owner contact detailsnn4. **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 Optionsnn1. **Create Excel Spreadsheet** - Generates an Excel file with all property leads and detailsnn2. **Push to CRM** - Adds leads to your CRM system (HubSpot in this example, but can be changed to Salesforce, Zoho, etc.)nn3. **Email Notification** - Sends a summary email with the Excel file attachednn4. **Summarize Results** - Provides a summary of the execution results"
      },
      "typeVersion": 1
    }
  ],
  "active": false,
  "pinData": {},
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "ff401fba-f56d-4d22-b259-d23a4e141a98",
  "connections": {
    "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 Property Results",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Get Owner Contact Info": {
      "main": [
        [
          {
            "node": "Format Lead Data",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Filter Property Results": {
      "main": [
        [
          {
            "node": "Get Owner Contact Info",
            "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
          }
        ]
      ]
    }
  }
}