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.
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 Lead
Triggers when a visitor signs in at an open house.
- automatically do this!Create Record
Create a new record within the CRM
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New Open House Lead
Triggers when a visitor signs in at an open house.
Try ItRecord IDRequired
First Name
Last Name
Phone Number
Email Address
Record IDRequired
First NameRequired
Last NameRequired
Phone NumberRequired
EmailRequired
Record IDRequired
Status NameRequired
