使用 BatchData 进行潜在客户资质审核
高级
这是一个Sales, AI领域的自动化工作流，包含 17 个节点。主要使用 If, Code, Slack, Webhook, HttpRequest 等节点，结合人工智能技术实现智能自动化。 使用 BatchData 的自动化房产潜在客户评分
前置要求
- •Slack Bot Token 或 Webhook URL
- •HTTP Webhook 端点（n8n 会自动生成）
- •可能需要目标 API 的认证凭证
使用的节点 (17)
工作流预览
可视化展示节点连接关系，支持缩放和平移
导出工作流
复制以下 JSON 配置到 n8n 导入，即可使用此工作流
{
"id": "0uon02fOzPkLcG6G",
"meta": {
"instanceId": "bb9853d4d7d87207561a30bc6fe4ece20b295264f7d27d4a62215de2f3846a56",
"templateCredsSetupCompleted": true
},
"name": "使用 BatchData 进行潜在客户资质审核",
"tags": [],
"nodes": [
{
"id": "376bc838-013e-4033-a508-d27a2a64d792",
"name": "CRM 新潜在客户 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 设置说明",
"type": "n8n-nodes-base.stickyNote",
"position": [
-2720,
160
],
"parameters": {
"color": 5,
"width": 420,
"height": 620,
"content": "# WEBHOOK 设置说明"
},
"typeVersion": 1
},
{
"id": "961b3c4c-5b58-439e-9c8c-cc6e9774ebe7",
"name": "获取潜在客户数据",
"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 说明",
"type": "n8n-nodes-base.stickyNote",
"position": [
-2280,
160
],
"parameters": {
"color": 5,
"width": 300,
"height": 620,
"content": "# CRM API 配置"
},
"typeVersion": 1
},
{
"id": "25445c3c-adf0-41d7-8f5f-c0fabc297658",
"name": "BatchData 房产查询",
"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 说明",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1960,
160
],
"parameters": {
"color": 5,
"width": 360,
"height": 620,
"content": "# BATCHDATA API 设置"
},
"typeVersion": 1
},
{
"id": "389e2f49-9ed4-4017-8002-ac86e1001ed9",
"name": "评分与资质审核",
"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": "潜在客户评分说明",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1580,
-280
],
"parameters": {
"color": 3,
"width": 320,
"height": 1060,
"content": "# 潜在客户评分算法"
},
"typeVersion": 1
},
{
"id": "b9bcb2af-6ccc-4f9e-9926-765df4f36809",
"name": "更新 CRM 潜在客户",
"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 更新说明",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1240,
160
],
"parameters": {
"color": 5,
"width": 340,
"height": 620,
"content": "# CRM 更新配置"
},
"typeVersion": 1
},
{
"id": "8470bcf6-a539-4f75-8494-f76bcfc95f00",
"name": "是否为高价值潜在客户？",
"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": "路由说明",
"type": "n8n-nodes-base.stickyNote",
"position": [
-880,
160
],
"parameters": {
"color": 3,
"width": 320,
"height": 620,
"content": "# 路由逻辑"
},
"typeVersion": 1
},
{
"id": "c7772695-cda1-4483-a961-7468fd075c55",
"name": "创建即时跟进任务",
"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": "跟进任务说明",
"type": "n8n-nodes-base.stickyNote",
"position": [
-340,
-140
],
"parameters": {
"color": 4,
"width": 420,
"height": 640,
"content": "# 高价值潜在客户处理"
},
"typeVersion": 1
},
{
"id": "0d0d4e2e-b040-45d1-8a4c-e775520a4bbc",
"name": "发送 Slack 通知",
"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": "通知说明",
"type": "n8n-nodes-base.stickyNote",
"position": [
-340,
520
],
"parameters": {
"color": 4,
"width": 460,
"height": 500,
"content": "# 通知配置"
},
"typeVersion": 1
},
{
"id": "1433b56d-3d8e-465a-bccc-c2dece4d6a1c",
"name": "工作流概览",
"type": "n8n-nodes-base.stickyNote",
"position": [
-3200,
260
],
"parameters": {
"width": 400,
"height": 400,
"content": "# BatchData 潜在客户资质审核工作流"
},
"typeVersion": 1
}
],
"active": false,
"pinData": {},
"settings": {
"executionOrder": "v1"
},
"versionId": "d914c2d9-b2af-4c00-b5cd-7ed80d713cb0",
"connections": {
"Fetch Lead Data": {
"main": [
[
{
"node": "BatchData Property Lookup",
"type": "main",
"index": 0
}
]
]
},
"Update CRM Lead": {
"main": [
[
{
"node": "Is High-Value Lead?",
"type": "main",
"index": 0
}
]
]
},
"Is High-Value Lead?": {
"main": [
[
{
"node": "Create Immediate Follow-up Task",
"type": "main",
"index": 0
}
],
[
{
"node": "Send Slack Notification",
"type": "main",
"index": 0
}
]
]
},
"CRM New Lead Webhook": {
"main": [
[
{
"node": "Fetch Lead Data",
"type": "main",
"index": 0
}
]
]
},
"Score And Qualify Lead": {
"main": [
[
{
"node": "Update CRM Lead",
"type": "main",
"index": 0
}
]
]
},
"BatchData Property Lookup": {
"main": [
[
{
"node": "Score And Qualify Lead",
"type": "main",
"index": 0
}
]
]
}
}
}常见问题
如何使用这个工作流？
复制上方的 JSON 配置代码，在您的 n8n 实例中创建新工作流并选择「从 JSON 导入」，粘贴配置后根据需要修改凭证设置即可。
这个工作流适合什么场景？
高级 - 销售, 人工智能
需要付费吗？
本工作流完全免费，您可以直接导入使用。但请注意，工作流中使用的第三方服务（如 OpenAI API）可能需要您自行付费。
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工作流信息
难度等级
高级
节点数量17
分类2
节点类型6
作者
Preston Zeller
@zellerhausGrowth strategist and technologist, seeing companies from $25MM to $300MM ARR. Building innovative solutions with AI, workflows, desktop and mobile applications.
外部链接
在 n8n.io 查看 →
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