Overview
This workflow streamlines real estate lead management by automatically scoring and qualifying new property leads. It integrates CRM systems with BatchData to enrich lead information and update records efficiently.
Key Features
- Webhook Integration: Captures new lead data from the CRM in real time.
- Data Enrichment: Fetches additional property and demographic data via BatchData API.
- Automated Scoring: Uses custom logic to score and qualify leads based on enriched data.
- CRM Update: Automatically updates the CRM with lead scores and qualification status.
Benefits
- Improved Lead Quality: Ensures only high-potential leads are prioritized for follow-up.
- Time Savings: Eliminates manual data entry and research, accelerating response times.
- Data Consistency: Maintains up-to-date and accurate lead profiles in the CRM.
Use Cases
- Real estate agencies seeking to automate lead qualification.
- Sales teams aiming to focus on high-value prospects.
- Organizations wanting to integrate third-party data enrichment into their CRM workflows.
Integrations & Processes
- CRM Webhook: Triggers workflow on new lead creation.
- BatchData API: Enriches lead data with property insights.
- Custom Code Node: Scores and qualifies leads based on business rules.
- CRM API: Updates lead records with new scores and statuses.
