Real Estate Lead Automation

BatchData + N8N + CRM Integration

Difficulty:Intermediate
Setup Time:30-45 minutes
Read Time:15 min read

No email required • Import directly to N8N

Last updated: December 202415 min read

Real Estate Lead Automation with BatchData & N8N

Automate your real estate lead generation with this comprehensive workflow that scans the market daily, filters high-equity properties, skip-traces contact information, and delivers qualified leads directly to your CRM.

Tools & Integrations:

N8NBatchData APIHubSpot/CRMSlackEmail

Overview

This automation workflow transforms how real estate professionals generate and manage leads. Instead of manual property research and lead tracking, this system:

  • Scans the market automatically using BatchData's comprehensive property database
  • Filters for high-potential opportunities with customizable criteria (equity %, absentee owners, etc.)
  • Skip-traces owner contact information automatically for qualified properties
  • Delivers leads instantly via email, Slack, and CRM integration
  • Generates detailed reports with property and owner information

The workflow consists of two main branches:

  1. Market Scanning: Runs every 6 hours to monitor new properties and changes
  2. Bulk Lead Generation: On-demand searches for immediate lead generation

This system typically generates 10-25 qualified leads daily, saving 15+ hours of manual research per week.

Prerequisites & Setup Requirements

Don't worry if you're new to automation! This guide will walk you through everything step-by-step. Here's what you'll need to get started:

🚀 Total Monthly Cost Breakdown:

  • N8N Starter Plan: $25/month (free 14-day trial)
  • BatchData Professional: $299/month (2,000 API calls)
  • Total: ~$324/month to generate 10-25 qualified leads daily

Required Accounts & Services

1. BatchData Account (Essential)

Provides property data and skip-tracing services

Cost: $299/month Professional plan (2,000 API calls)

Sign up at batchdata.com →

2. N8N Account (Essential)

Automation platform that connects everything together

Cost: $25/month Starter plan (free 14-day trial)

Start free trial at n8n.cloud →

3. Email Service (Required)

For sending lead notifications

Options: Gmail (free), Outlook (free), or SendGrid ($15/month)

4. CRM System (Recommended)

To organize and track your leads

Options: HubSpot (free tier),Salesforce, or any CRM with API

5. Slack Workspace (Optional)

For team notifications

Cost: Free for basic use

Create workspace at slack.com →

What You'll Achieve

  • 10-25 qualified leads daily with complete contact information
  • 60-80% skip-trace success rate for finding owner contact details
  • Save 15+ hours weekly on manual research and data entry
  • 3-5x faster lead response compared to manual processes
  • 24/7 automated operation - works while you sleep

BatchData API Configuration

BatchData is your data source - it provides all the property information and owner contact details. Think of it as your "intelligence database" that knows everything about every property in your target market.

💰 What You Get for $299/month:

  • 2,000 API calls = ~60-100 qualified leads daily
  • Property data: Market value, equity, ownership history
  • Skip tracing: Owner phone numbers, emails, addresses
  • Real-time updates: New properties and market changes

Step 1: Create Your BatchData Account

  1. Visit batchdata.com and click "Get Started" or "Sign Up"

    You'll see their homepage with pricing plans

  2. Choose the Professional Plan ($299/month, 2,000 API calls)

    This gives you enough API calls for serious lead generation

  3. Fill out the signup form with your business information

    They'll ask for company name, contact info, and intended use

  4. Complete verification and billing setup

    Most accounts are approved within 24 hours

  5. Access your account dashboard

    You'll receive login credentials via email once approved

Step 2: Generate Your API Key

Your API key is like a "password" that allows N8N to access BatchData on your behalf.

  1. Log into your BatchData dashboard
  2. Look for "API" or "Integrations" in the main menu
  3. Click "Create New API Key" or "Generate API Key"
  4. Name it: "N8N Real Estate Automation" (so you remember what it's for)
  5. Copy the API key and save it somewhere safe (you'll paste this into N8N later)

⚠️ Important Security Note:

Treat your API key like a password - don't share it publicly or save it in unsecured documents. If you lose it, you can always generate a new one in your BatchData dashboard.

N8N Installation & Configuration

N8N is the automation platform that connects all your tools together. Think of it as the "brain" that controls your entire lead generation system.

💡 Good News for Beginners!

N8N offers a free 14-day trial - no credit card required. This gives you plenty of time to set up and test everything before committing to a paid plan.

Step 1: Create Your N8N Account

  1. Visit n8n.cloud and click "Get Started Free"
  2. Sign up with your email (no credit card needed for trial)
  3. Choose the Starter Plan ($25/month after trial) - perfect for this workflow
  4. Complete your profile and verify your email
  5. Access the workflow editor - you'll see a clean visual interface

Why the Starter Plan is Perfect:

  • 5 active workflows (you only need 1 for this setup)
  • 2,500 workflow executions per month
  • All integrations included (BatchData, CRM, Email, etc.)
  • Community support

Step 2: Configure Your API Credentials

Before importing the workflow, you need to set up your API connections. Don't worry - we'll walk through each one:

1. BatchData API Credentials

  • Go to Credentials → Add Credential
  • Choose "HTTP Header Auth"
  • Name: "BatchData API"
  • Header Name: "Authorization"
  • Header Value: "Bearer YOUR_BATCHDATA_API_KEY"

Workflow Import & Configuration

Now let's import and configure the complete automation workflow.

Step 1: Import into N8N

  1. In N8N, click "Import from File"
  2. Select the RealEstateAutomation.json file
  3. Click "Import"
  4. You'll see the complete workflow with 25+ nodes

Step 2: Configure Search Parameters

Edit the "BatchData API Configuration" node with your target market criteria:

city: "Austin"
state: "TX"
minimumMarketValue: 250000
maximumMarketValue: 600000
minimumEquity: 30
propertyType: ["SFR"]
limit: 100

Testing & Validation

Before going live, thoroughly test all components of your automation.

Step 1: Test Individual Nodes

Test BatchData Connection

  1. Click on "BatchData API Configuration" node
  2. Click "Execute Node"
  3. Verify you receive property data in the output

Test Email Notifications

  1. Click on "Send Email Alert" node
  2. Execute with sample property data
  3. Check your inbox for formatted lead notification

Troubleshooting & Support

Common issues and solutions to keep your automation running smoothly.

API Authentication Issues

Error: "401 Unauthorized" or "403 Forbidden"

  • Verify your BatchData API key is correctly entered
  • Check that your BatchData subscription is active
  • Ensure you haven't exceeded your API call limits
  • Confirm authorization header is "Bearer YOUR_API_KEY"

Need Personalized Help?

Running into issues or want to customize this automation? I'm happy to help you get this running perfectly.

Schedule Free 30-Minute Setup Call