Foreclosure lead skip tracing into GoHighLevel

Deliverables

• Sheet-to-CSV export and Tracerfy upload
• Polling loop for skip-trace results
• Hot, Warm and Cold qualification logic
• Deduplication and property grouping per owner
• GoHighLevel contact, tags, pipeline, SMS, email and note
• Processed-leads logging back to the sheet

The challenge

Raw foreclosure lists have property data but rarely a working phone number or email. Skip tracing by hand meant exporting files, uploading them, waiting for results and re-importing contacts into the CRM one batch at a time. Owners with several properties showed up more than once, and nothing told the team which leads to call first.

Our approach

The workflow reads the PropStream leads from a Google Sheet, limits the batch and builds a CSV file, which it uploads to Tracerfy. It then waits and polls Tracerfy until the skip-trace results are ready, and parses them. Leads with no phone number are marked in the sheet and set aside. Leads with phones are qualified as Hot, Warm or Cold, deduplicated and grouped so several properties sit under one owner, and the best valid email is selected. For each lead, the workflow checks whether the contact already exists in GoHighLevel and creates it if not, then adds tags, places it in the pipeline, sends a first SMS and email and adds a note with the property details. Finally, it builds a summary and marks the leads as processed in the sheet.