# Property Lead CSV Outreach and CRM Pipeline

> 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.

Content type: workflow
Source URL: https://www.agentpmt.com/agent-workflow-skills/property-lead-csv-outreach-and-crm-pipeline
Markdown URL: https://www.agentpmt.com/api/agent/workflows/property-lead-csv-outreach-and-crm-pipeline?format=agent-md
Updated: 2026-07-03T19:50:22.754Z
Author: firef1ie

---

Estimated time saved: 45 minutes.

## Tools

- File To JSON Parsing
- Zoho CRM Connector
- Gmail - All Email Actions

## Workflow Outline

1. 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 r...
2. Extract and Structure Contact Records: Goal: Extract and normalize contact records from the parsed CSV JSON data into a clean array of contact objects | Inputs: JSON array of rows from the parsed CSV file. Each row contains property address, owner name, emai...
3. Process Each Property Contact: Repeat this section for each contact. For each contact record: (1) Add them to Zoho CRM as a lead, (2) Draft a personalized introductory email in Gmail from a real estate invest...
4. Add Lead to Zoho CRM: Create a new lead in Zoho CRM for the current contact. Map the contact data as follows: owner_name to the lead name (split into First Name and Last Name if possible), email to Ema...
5. Generate Processing Summary: Goal: Generate a clear summary report of the entire property contact outreach workflow execution | Inputs: Results from processing all contacts through the for_each loop, including any success/failure statuses for CRM c...
6. Draft Introductory Email in Gmail: Create a draft email (do NOT send it) in Gmail addressed to the current contact's email. The email should be from a real estate investor who is genuinely interested in purchasing...
7. Create Follow-Up Call Task in Zoho: Create a follow-up task in Zoho CRM for the contact/lead that was just created. The task should be a phone call type task with the following details: Subject/Title: 'Follow-up cal...

## 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:

```
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:

```
{
  "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](/docs/mcp-reference/connection) 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.

> Call the AgentPMT-Workflow-Skills tool with action 'get\_workflow\_skill' and skill\_id 6a449875bd8063b88c9f39f3 ("Property Lead CSV Outreach and CRM Pipeline").