What Can You Do With This Automation?
Open House Lead Capture connects the sign-in sheet to your pipeline:
Digital sign-in: Collect names, emails, and buying timelines on a tablet or phone.
Instant follow-up: Send a thank-you and the listing details before visitors leave the driveway.
Auto-add to CRM: Every visitor becomes a tracked contact with a nurture sequence.
Hot-lead alerts: Get notified when a visitor is ready to make an offer.
Use Cases For Open House Lead Capture
Capture every open house visitor into one ranked list.
Send neighborhood comps to interested attendees automatically.
Notify the seller how many qualified buyers toured.
Re-invite warm visitors to the next open house.
How To Use This Automation
Go to the "Automations" tab in your workspace.
Click ➕Add automation ➡ choose a template or start from scratch.
Click "➕Add Trigger" for a new sign-in.
Click "➕Add Action" to thank, add, and nurture.
Enable the toggle in the top-right corner to activate the automation.