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Library / Email Automation

Email Automation

Property Lead Contact Enrichment from CRM

When you run it, it handles email using SMTP Email, HubSpot.

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What it does

## Property Data Processing 1. Search Properties API - Connect to BatchData to search for properties 2. Filter Property Results - Apply additional filtering logic and calculate lead scores based on factors like: - Equity percentage - Years of ownership - Owner occupancy status - Tax delinquency - Recent sales activity 3. Get Owner Contact Info - Skip trace each property to find owner contact details 4. Format Lead Data - Structure the data for CRM and reporting

The steps

  1. When clicking "Execute Workflow"
  2. Daily Schedule
  3. Search Properties API
  4. Configure Search Parameters
  5. Filter Property Results
  6. Get Owner Contact Info
  7. Format Lead Data
  8. Create Excel Spreadsheet
  9. Push to CRM
  10. Email Notification
  11. Summarize Results

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