BatchData を使用したリードキャプチャ審査
上級
これはSales, AI分野の自動化ワークフローで、17個のノードを含みます。主にIf, Code, Slack, Webhook, HttpRequestなどのノードを使用、AI技術を活用したスマート自動化を実現。 BatchDataを使用した自動不動産リードスコアリング
前提条件
- •Slack Bot Token または Webhook URL
- •HTTP Webhookエンドポイント（n8nが自動生成）
- •ターゲットAPIの認証情報が必要な場合あり
使用ノード (17)
ワークフロープレビュー
ノード接続関係を可視化、ズームとパンをサポート
ワークフローをエクスポート
以下のJSON設定をn8nにインポートして、このワークフローを使用できます
{
"id": "0uon02fOzPkLcG6G",
"meta": {
"instanceId": "bb9853d4d7d87207561a30bc6fe4ece20b295264f7d27d4a62215de2f3846a56",
"templateCredsSetupCompleted": true
},
"name": "Lead Qualification with BatchData",
"tags": [],
"nodes": [
{
"id": "376bc838-013e-4033-a508-d27a2a64d792",
"name": "CRM新規リード Webhook",
"type": "n8n-nodes-base.webhook",
"position": [
-2560,
600
],
"webhookId": "8fb37aae-df12-40eb-81ea-0e5022e1f988",
"parameters": {
"path": "crm-new-lead",
"options": {}
},
"typeVersion": 1
},
{
"id": "2ca36d9f-7682-4a08-9fff-1674b36e07e4",
"name": "Webhook セットアップ手順",
"type": "n8n-nodes-base.stickyNote",
"position": [
-2720,
160
],
"parameters": {
"color": 5,
"width": 420,
"height": 620,
"content": "# WEBHOOK SETUP INSTRUCTIONS\n\n1. Copy this webhook URL and configure your CRM to send notifications here\n2. Expected payload format:\n ```\n {\n \"leadId\": \"123\",\n \"crmApiUrl\": \"https://your-crm-api.com/api/v1\",\n \"address\": \"123 Main St\",\n \"city\": \"Anytown\",\n \"state\": \"CA\",\n \"zipcode\": \"90210\"\n }\n ```\n3. All fields are required for property verification"
},
"typeVersion": 1
},
{
"id": "961b3c4c-5b58-439e-9c8c-cc6e9774ebe7",
"name": "リードデータ取得",
"type": "n8n-nodes-base.httpRequest",
"position": [
-2180,
600
],
"parameters": {
"url": "={{ $json.crmApiUrl }}/leads/{{ $json.leadId }}",
"options": {},
"authentication": "genericCredentialType",
"genericAuthType": "httpHeaderAuth"
},
"typeVersion": 4.1
},
{
"id": "3549918e-cea8-467e-90d0-3661a5f54ae9",
"name": "CRM API 手順",
"type": "n8n-nodes-base.stickyNote",
"position": [
-2280,
160
],
"parameters": {
"color": 5,
"width": 300,
"height": 620,
"content": "# CRM API CONFIGURATION\n\n1. Create HTTP Header Auth credentials for your CRM API\n2. Include necessary authorization headers (e.g., 'Authorization: Bearer YOUR_TOKEN')\n3. This node fetches comprehensive lead data using the lead ID from the webhook\n4. Ensure your CRM API returns address information needed for property verification"
},
"typeVersion": 1
},
{
"id": "25445c3c-adf0-41d7-8f5f-c0fabc297658",
"name": "BatchData物件検索",
"type": "n8n-nodes-base.httpRequest",
"position": [
-1840,
600
],
"parameters": {
"url": "https://api.batchdata.com/api/v1/property/search",
"options": {},
"sendBody": true,
"authentication": "genericCredentialType",
"bodyParameters": {
"parameters": [
{
"name": "address",
"value": "={{ $json.address }}"
},
{
"name": "city",
"value": "={{ $json.city }}"
},
{
"name": "state",
"value": "={{ $json.state }}"
},
{
"name": "zipcode",
"value": "={{ $json.zipcode }}"
}
]
},
"genericAuthType": "httpHeaderAuth"
},
"typeVersion": 4.1
},
{
"id": "85808ecf-e5b0-4d36-a2c3-66c26bb2a191",
"name": "BatchData API 手順",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1960,
160
],
"parameters": {
"color": 5,
"width": 360,
"height": 620,
"content": "# BATCHDATA API SETUP\n\n1. Create an account at BatchData.com to get your API key\n2. Set up HTTP Header Auth credentials with 'x-api-key: YOUR_BATCHDATA_API_KEY'\n3. This API call verifies property details using the lead's address\n4. Expected response includes property value, size, age, and ownership status\n5. Adjust API endpoint if needed based on BatchData's documentation"
},
"typeVersion": 1
},
{
"id": "389e2f49-9ed4-4017-8002-ac86e1001ed9",
"name": "リードのスコアリングと審査",
"type": "n8n-nodes-base.code",
"position": [
-1480,
620
],
"parameters": {
"jsCode": "// Initialize lead score\nlet score = 0;\nlet qualificationStatus = \"not qualified\";\nlet qualificationNotes = [];\n\n// Get property data from BatchData response\nconst propertyData = $input.first().json;\nconst leadData = $input.first().json;\n\n// Check if property exists\nif (propertyData.success === true && propertyData.data) {\n const property = propertyData.data;\n \n // Score based on property value\n if (property.estimatedValue > 750000) {\n score += 30;\n qualificationNotes.push(\"High-value property: $\" + property.estimatedValue);\n } else if (property.estimatedValue > 500000) {\n score += 20;\n qualificationNotes.push(\"Mid-high value property: $\" + property.estimatedValue);\n } else if (property.estimatedValue > 350000) {\n score += 10;\n qualificationNotes.push(\"Average value property: $\" + property.estimatedValue);\n }\n \n // Score based on property size\n if (property.squareFootage > 3000) {\n score += 15;\n qualificationNotes.push(\"Large property: \" + property.squareFootage + \" sq ft\");\n } else if (property.squareFootage > 2000) {\n score += 10;\n qualificationNotes.push(\"Mid-size property: \" + property.squareFootage + \" sq ft\");\n }\n \n // Score based on property age\n const currentYear = new Date().getFullYear();\n const propertyAge = currentYear - property.yearBuilt;\n \n if (propertyAge < 5) {\n score += 15;\n qualificationNotes.push(\"New construction: \" + property.yearBuilt);\n } else if (propertyAge < 20) {\n score += 10;\n qualificationNotes.push(\"Relatively new property: \" + property.yearBuilt);\n }\n \n // Other factors to consider\n if (property.ownerOccupied === false) {\n score += 15;\n qualificationNotes.push(\"Investment property (not owner-occupied)\");\n }\n \n if (property.lotSize > 0.5) {\n score += 10;\n qualificationNotes.push(\"Large lot size: \" + property.lotSize + \" acres\");\n }\n \n // Determine qualification status based on score\n if (score >= 50) {\n qualificationStatus = \"high-value\";\n } else if (score >= 30) {\n qualificationStatus = \"qualified\";\n } else if (score >= 15) {\n qualificationStatus = \"potential\";\n }\n \n // Combine all data for CRM update\n const enrichedData = {\n leadId: leadData.leadId,\n score: score,\n qualificationStatus: qualificationStatus,\n qualificationNotes: qualificationNotes.join(\", \"),\n propertyData: {\n estimatedValue: property.estimatedValue,\n squareFootage: property.squareFootage,\n yearBuilt: property.yearBuilt,\n lotSize: property.lotSize,\n bedrooms: property.bedrooms,\n bathrooms: property.bathrooms,\n ownerOccupied: property.ownerOccupied,\n lastSaleDate: property.lastSaleDate,\n lastSalePrice: property.lastSalePrice\n }\n };\n \n return enrichedData;\n} else {\n // If property data not found\n qualificationNotes.push(\"Property data not found or verification failed\");\n \n return {\n leadId: leadData.leadId,\n score: 0,\n qualificationStatus: \"unverified\",\n qualificationNotes: qualificationNotes.join(\", \"),\n propertyData: null\n };\n}"
},
"typeVersion": 2
},
{
"id": "f33f6442-5e8b-4aab-b5ff-d37d062a5cfa",
"name": "リードスコアリング手順",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1580,
-280
],
"parameters": {
"color": 3,
"width": 320,
"height": 1060,
"content": "# LEAD SCORING ALGORITHM\n\nThis function implements a sophisticated scoring system for property-based leads:\n\n### SCORING FACTORS\n- **Property Value**\n - >$750k: 30 points\n - >$500k: 20 points\n - >$350k: 10 points\n\n- **Square Footage**\n - >3000 sq ft: 15 points\n - >2000 sq ft: 10 points\n\n- **Property Age**\n - <5 years old: 15 points\n - <20 years old: 10 points\n\n- **Other Factors**\n - Investment property: 15 points\n - Large lot (>0.5 acres): 10 points\n\n### QUALIFICATION THRESHOLDS\n- **High-value**: 50+ points\n- **Qualified**: 30-49 points\n- **Potential**: 15-29 points\n- **Not qualified**: <15 points\n- **Unverified**: No property data\n\nCustomize the scoring values and thresholds to match your specific business requirements."
},
"typeVersion": 1
},
{
"id": "b9bcb2af-6ccc-4f9e-9926-765df4f36809",
"name": "CRMリード更新",
"type": "n8n-nodes-base.httpRequest",
"position": [
-1120,
620
],
"parameters": {
"url": "={{ $json.crmApiUrl }}/leads/{{ $json.leadId }}",
"method": "PUT",
"options": {},
"sendBody": true,
"authentication": "genericCredentialType",
"bodyParameters": {
"parameters": [
{
"name": "score",
"value": "={{ $json.score }}"
},
{
"name": "qualificationStatus",
"value": "={{ $json.qualificationStatus }}"
},
{
"name": "qualificationNotes",
"value": "={{ $json.qualificationNotes }}"
},
{
"name": "propertyValue",
"value": "={{ $json.propertyData.estimatedValue }}"
},
{
"name": "squareFootage",
"value": "={{ $json.propertyData.squareFootage }}"
},
{
"name": "yearBuilt",
"value": "={{ $json.propertyData.yearBuilt }}"
},
{
"name": "bedrooms",
"value": "={{ $json.propertyData.bedrooms }}"
},
{
"name": "bathrooms",
"value": "={{ $json.propertyData.bathrooms }}"
},
{
"name": "batchDataVerified",
"value": "={{ $json.propertyData !== null }}"
}
]
},
"genericAuthType": "httpHeaderAuth"
},
"typeVersion": 4.1
},
{
"id": "3cfa64f8-527a-49d5-9787-156fe084f37c",
"name": "CRM更新手順",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1240,
160
],
"parameters": {
"color": 5,
"width": 340,
"height": 620,
"content": "# CRM UPDATE CONFIGURATION\n\n1. This node updates your CRM with enriched property data and lead qualification information\n2. Adjust field names in the body parameters to match your CRM's API schema\n3. Common fields to update include:\n - Lead score and qualification status\n - Property details (value, size, beds/baths)\n - Verification status\n4. If your CRM uses PATCH instead of PUT, adjust the method accordingly\n5. Make sure your CRM credentials have write access to update lead records"
},
"typeVersion": 1
},
{
"id": "8470bcf6-a539-4f75-8494-f76bcfc95f00",
"name": "高価値リードか？",
"type": "n8n-nodes-base.if",
"position": [
-760,
620
],
"parameters": {
"conditions": {
"string": [
{
"value1": "={{ $json.qualificationStatus }}",
"value2": "high-value"
}
]
}
},
"typeVersion": 1
},
{
"id": "da84ac21-fbb2-4640-8e92-f40b23d2fa0a",
"name": "ルーティング手順",
"type": "n8n-nodes-base.stickyNote",
"position": [
-880,
160
],
"parameters": {
"color": 3,
"width": 320,
"height": 620,
"content": "# ROUTING LOGIC\n\nThis conditional node determines the workflow path based on the lead's qualification:\n\n- **TRUE Path (Top)**: Routes high-value leads for immediate follow-up\n- **FALSE Path (Bottom)**: Routes standard leads for notification only\n\nYou can modify the condition to create different paths based on:\n- Score thresholds (e.g., >30 points)\n- Property characteristics (e.g., property value >$1M)\n- Geographic targeting (e.g., specific ZIP codes)\n- Lead source (e.g., referrals vs. web leads)"
},
"typeVersion": 1
},
{
"id": "c7772695-cda1-4483-a961-7468fd075c55",
"name": "即時フォローアップタスク作成",
"type": "n8n-nodes-base.httpRequest",
"position": [
-180,
320
],
"parameters": {
"url": "={{ $json.crmApiUrl }}/tasks",
"method": "POST",
"options": {},
"sendBody": true,
"authentication": "genericCredentialType",
"bodyParameters": {
"parameters": [
{
"name": "type",
"value": "immediate-followup"
},
{
"name": "leadId",
"value": "={{ $json.leadId }}"
},
{
"name": "priority",
"value": "high"
},
{
"name": "dueDate",
"value": "={{ $now.format(\"YYYY-MM-DD\") }}"
},
{
"name": "note",
"value": "High-value lead with property value of ${{ $json.propertyData.estimatedValue }}. Immediate follow-up required."
},
{
"name": "assignedTo",
"value": "senior-agent"
}
]
},
"genericAuthType": "httpHeaderAuth"
},
"typeVersion": 4.1
},
{
"id": "2fd15500-7314-4910-b822-c3d9de4166df",
"name": "フォローアップタスク手順",
"type": "n8n-nodes-base.stickyNote",
"position": [
-340,
-140
],
"parameters": {
"color": 4,
"width": 420,
"height": 640,
"content": "# HIGH-VALUE LEAD HANDLING\n\n1. This node creates an urgent follow-up task for premium leads\n2. Customize parameters to match your CRM/task system's API:\n - Assignee (currently \"senior-agent\")\n - Priority level and task type\n - Due date format\n - Task description\n3. Alternative approaches:\n - Send email alerts to sales managers\n - Create Salesforce opportunities\n - Trigger SMS notifications\n - Add to special follow-up campaign"
},
"typeVersion": 1
},
{
"id": "0d0d4e2e-b040-45d1-8a4c-e775520a4bbc",
"name": "Slack 通知送信",
"type": "n8n-nodes-base.slack",
"position": [
-60,
860
],
"webhookId": "dc308b09-6aea-41be-96c4-c322cfc8ed8f",
"parameters": {
"text": "=High-value lead alert: {{ $json.leadId }}\nProperty Value: ${{ $json.propertyData.estimatedValue }}\nScore: {{ $json.score }}\nQualification Notes: {{ $json.qualificationNotes }}",
"select": "channel",
"channelId": "high-value-leads",
"otherOptions": {}
},
"typeVersion": 2
},
{
"id": "de158d72-7472-4075-ba57-13916739d24b",
"name": "通知手順",
"type": "n8n-nodes-base.stickyNote",
"position": [
-340,
520
],
"parameters": {
"color": 4,
"width": 460,
"height": 500,
"content": "# NOTIFICATION CONFIGURATION\n\n1. Set up Slack credentials in n8n's Credentials Manager\n2. Update the channel ID to match your Slack workspace\n3. Customize the notification format and content\n4. Alternative options:\n - Replace with Email notification\n - Use Microsoft Teams\n - Send SMS alerts via Twilio\n - Post to a dedicated dashboard\n - Log to monitoring system"
},
"typeVersion": 1
},
{
"id": "1433b56d-3d8e-465a-bccc-c2dece4d6a1c",
"name": "ワークフロー概要",
"type": "n8n-nodes-base.stickyNote",
"position": [
-3200,
260
],
"parameters": {
"width": 400,
"height": 400,
"content": "# BatchData Lead Qualification Workflow\n\nThis workflow integrates with BatchData's Property Lookup API to verify, enrich, and qualify leads based on property data. When a new lead is added to your CRM, the workflow:\n\n1. Retrieves the lead's address information\n2. Verifies property details using BatchData's API\n3. Scores and qualifies the lead based on property characteristics\n4. Updates the CRM with enriched data and qualification status\n5. Routes high-value leads for immediate follow-up\n\n## SETUP CHECKLIST\n- [ ] Configure CRM API credentials\n- [ ] Set up BatchData API key\n- [ ] Configure Slack/notification credentials\n- [ ] Customize scoring thresholds\n- [ ] Adjust CRM field mappings\n- [ ] Test with sample lead data"
},
"typeVersion": 1
}
],
"active": false,
"pinData": {},
"settings": {
"executionOrder": "v1"
},
"versionId": "d914c2d9-b2af-4c00-b5cd-7ed80d713cb0",
"connections": {
"961b3c4c-5b58-439e-9c8c-cc6e9774ebe7": {
"main": [
[
{
"node": "25445c3c-adf0-41d7-8f5f-c0fabc297658",
"type": "main",
"index": 0
}
]
]
},
"b9bcb2af-6ccc-4f9e-9926-765df4f36809": {
"main": [
[
{
"node": "8470bcf6-a539-4f75-8494-f76bcfc95f00",
"type": "main",
"index": 0
}
]
]
},
"8470bcf6-a539-4f75-8494-f76bcfc95f00": {
"main": [
[
{
"node": "c7772695-cda1-4483-a961-7468fd075c55",
"type": "main",
"index": 0
}
],
[
{
"node": "0d0d4e2e-b040-45d1-8a4c-e775520a4bbc",
"type": "main",
"index": 0
}
]
]
},
"376bc838-013e-4033-a508-d27a2a64d792": {
"main": [
[
{
"node": "961b3c4c-5b58-439e-9c8c-cc6e9774ebe7",
"type": "main",
"index": 0
}
]
]
},
"389e2f49-9ed4-4017-8002-ac86e1001ed9": {
"main": [
[
{
"node": "b9bcb2af-6ccc-4f9e-9926-765df4f36809",
"type": "main",
"index": 0
}
]
]
},
"25445c3c-adf0-41d7-8f5f-c0fabc297658": {
"main": [
[
{
"node": "389e2f49-9ed4-4017-8002-ac86e1001ed9",
"type": "main",
"index": 0
}
]
]
}
}
}よくある質問
このワークフローの使い方は？
上記のJSON設定コードをコピーし、n8nインスタンスで新しいワークフローを作成して「JSONからインポート」を選択、設定を貼り付けて認証情報を必要に応じて変更してください。
このワークフローはどんな場面に適していますか？
上級 - 営業, 人工知能
有料ですか？
このワークフローは完全無料です。ただし、ワークフローで使用するサードパーティサービス（OpenAI APIなど）は別途料金が発生する場合があります。
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ワークフロー情報
難易度
上級
ノード数17
カテゴリー2
ノードタイプ6
作成者
Preston Zeller
@zellerhausGrowth strategist and technologist, seeing companies from $25MM to $300MM ARR. Building innovative solutions with AI, workflows, desktop and mobile applications.
外部リンク
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