Build a digital open-house sign-in.
Open Sites and switch to the Forms tab, then build a simple sign-in from scratch: First Name, Last Name, Phone, Email, and a quick "Are you working with a Realtor?" question. Keep it short so visitors fill it out in seconds on a tablet at the door — and every submission lands as a new contact in your CRM.
Start a workflow when someone signs in.
Head to Automation and create a new workflow. Set the trigger to Form Submitted and point it at your open-house form. Now every visitor who signs in drops straight into this automation — no exporting a sheet, no manual entry the next morning.
Text them the moment they leave.
Add an SMS action as the first step. Use merge fields so each text feels personal — {{contact.first_name}} pulls their name automatically. A quick "thanks for stopping by" within minutes of them walking out is what turns a casual looker into a real conversation.
Stack timed follow-ups.
Add a Wait step after your text, then chain more messages behind it — space them out however you like so each one lands with a short, useful note. This keeps you top-of-mind without being pushy, and the whole sequence runs on its own while you're hosting your next showing.
Skip the clipboard with a QR code.
Generate a QR code that opens your sign-in form, then print it on your open-house flyer or yard sign. Visitors scan it with their phone and self-register — so you capture leads even during the rush when you can't get to the tablet. Same form, same workflow, zero friction.
Want help wiring up your first open-house automation?
Send us the address and your form link in chat — we'll help you build the sign-in, the workflow, and the QR code so it's ready before your next showing.