Lead qualification process from CRM to BatchData

• Automate lead qualification for real estate sales teams
• Integrate CRM with property data services for enriched insights
• Create follow-up tasks for high-value leads in real-time
• Send notifications to sales teams for immediate engagement

Webhook receives new lead data from CRM Fetch lead details using the CRM's API Verify property information through BatchData Score and qualify the lead based on property characteristics Update the CRM with enriched lead data Create follow-up tasks for high-value leads Send notifications to relevant teams via Slack

1. 1
   Import the workflow template into n8n
2. 2
   Configure the CRM webhook URL in your CRM system
3. 3
   Set up BatchData API credentials in n8n
4. 4
   Adjust field mappings to match your CRM's schema
5. 5
   Test the workflow with sample lead data