Open-house visitors into your CRM and into an email, right after the visit

The scenario takes the sign-in form, creates or updates the contact in your CRM and emails the visitor the property details.

  • Contacts reach your CRM at the visit, not in the evening
  • The email goes out while they still remember the property
  • Records without an email aren't lost — they're flagged for a call
  • A repeat visit updates the card instead of creating a second one
Webhook