Add new HouseBuddy attendees to Shape CRM as leads
Capture and organize your open house visitors instantly. When someone new signs in through HouseBuddy.ai, this automation adds them as a lead in Shape CRM. Keep every interaction tracked and ready for follow-up so you can focus on closing, not data entry.
- When this happens...New Open House LeadTriggers when a visitor signs in at an open house.
- automatically do this!Create RecordCreate a new record within the CRM
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More things you can do with HouseBuddy and Shape
Discover other triggers and actions you can use with HouseBuddy and Shape
- New Open House Lead
Triggers when a visitor signs in at an open house.
Try ItTriggerInstant - Record IDRequired
- First Name
- Last Name
- Phone Number
- Email Address
ActionWrite- Record IDRequired
ActionSearch
- First NameRequired
- Last NameRequired
- Phone NumberRequired
- EmailRequired
ActionWrite- Record IDRequired
- Status NameRequired
ActionWrite
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