Property Lead Enrichment from CRM to Excel and Email Notification

• Automate property lead generation for real estate agents
• Enhance CRM data with enriched property owner information
• Generate and export property lead reports in Excel format
• Send automated email notifications with lead summaries

Trigger the workflow manually or on a daily schedule Configure search parameters for property leads Search for properties using a dedicated database Filter results based on ownership and sales criteria Retrieve owner contact information through skip tracing Format the lead data for reporting and CRM integration Export leads to an Excel file and push to CRM Send an email notification with the lead report

1. 1
   Import the workflow template into your n8n instance
2. 2
   Configure the search parameters in the Set node
3. 3
   Set up authentication for the HTTP requests
4. 4
   Test the workflow by executing it manually
5. 5
   Schedule the workflow for daily execution if desired