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HouseBuddy logoHouseBuddy logo
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HouseBuddy + Shape

HouseBuddy + Shape

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.

  1. When this happens...
    New Open House Lead
    New Open House Lead
    New Open House LeadTriggers when a visitor signs in at an open house.
  2. automatically do this!
    Create Record
    Create Record
    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

  • HouseBuddy triggers, actions, and search
    New Open House Lead

    Triggers when a visitor signs in at an open house.

    Trigger
    Instant
    Try It
    • Record ID
      Required
    • First Name
    • Last Name
    • Phone Number
    • Email Address
    Action
    Write
    • Record ID
      Required
    Action
    Search
    • First Name
      Required
    • Last Name
      Required
    • Phone Number
      Required
    • Email
      Required
    Action
    Write
    • Record ID
      Required
    • Status Name
      Required
    Action
    Write
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About HouseBuddy
HouseBuddy is a real estate platform that helps agents manage open houses, track visitors, and capture qualified leads.
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About Shape
Shape is a CRM, sales, and marketing automation platform to enhance productivity and streamline your sales process.
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