AgentPMT

Property Lead CSV Outreach and CRM Pipeline

Saves ~45 min

Details

Automated real estate investor outreach pipeline that processes a CSV file of property owners, adds each contact as a lead in Zoho CRM, drafts personalized introductory purchase-interest emails in Gmail, and schedules follow-up call tasks in Zoho CRM for three days later. Designed for real estate investors who want to scale their direct-to-owner outreach campaigns from a spreadsheet of property contacts.

Tools In This Workflow

Workflow Steps

  1. 1Parse CSV File
  2. 2Extract and Structure Contact Records
  3. 3Process Each Property Contact
  4. 4Add Lead to Zoho CRM
  5. 5Draft Introductory Email in Gmail
  6. 6Create Follow-Up Call Task in Zoho
  7. 7Generate Processing Summary
Step 1 of 7
Tool1

Parse CSV File

Parse the user-uploaded CSV file into JSON. The CSV contains property records with columns for property address, property owner name, email address, and phone number. Return all rows as a structured JSON array.

Parse CSV File

Frequently Asked Questions

How do I connect this workflow to my local agent like OpenClaw or Claude Code?

You can install the local MCP server by opening a terminal and running:

Install commands

npm install -g @agentpmt/mcp-router
agentpmt-setup

This will connect you to local agents like Claude Code, Windsurf, Grok Build, Cursor, etc.

Alternatively you can connect to the hosted version with this config block, no installation required:

Hosted MCP config

{
  "mcpServers": {
    "agentpmt": {
      "type": "streamable-http",
      "url": "https://api.agentpmt.com/mcp",
      "headers": {
        "Authorization": "Bearer <AGENTPMT_BEARER_TOKEN>",
        "x-instance-metadata": "{\"client\":\"generic-mcp\",\"platform\":\"remote\"}"
      }
    }
  }
}

View MCP Connection Instructions for more details.

How do I trigger this workflow?

You can use it here in the browser by clicking the 'Try It' button.

If you 'star' the workflow it will save to your dashboard for quick access.

To use the workflow in an external agent, make sure you have followed the steps to connect it to the MCP server and then copy / paste this prompt, or just tell it to use the AgentPMT MCP server and use this workflow.

Agent prompt

Call the AgentPMT-Workflow-Skills tool with action 'get_workflow_skill' and skill_id 6a449875bd8063b88c9f39f3 ("Property Lead CSV Outreach and CRM Pipeline").

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