Recipe No. 28 · Lead management
Open house sign-in to CRM
Turn open house sign-in sheet entries into CRM contacts with a same-day thank-you.
- Serves
- Real estate
- Made with
- Zapier
- Prep (setup)
- ~20 min est.
- Yield
- 1–2 hrs/week saved, est.
- Level
- Beginner
- Plan needed
- Zapier: Free covers 2-step Zaps (100 tasks/mo, checks every 15 min); multi-step Zaps need Professional (from $19.99/mo billed annually, $29.99 monthly, per zapier.com/pricing). Check your plan.
- Est. SMS cost
- No SMS needed
- TriggerTrigger
- Step 2CRM 'Create/Update Contact', tag with property
- Step 3Delay Until 18
- Step 4Send thank-you email with listing details…
- Step 5Test with dummy data, then turn it on and…
Ingredients
- Tablet with Google Forms
- Zapier
- CRM
- Gmail
Editor-reviewedLast checked 2026-10-16v1.0.0 · Free
Steps reviewed against current tool UIs by the editor; not yet run end-to-end in a live account. Time saved is an estimate; results vary. Costs from Axis Consulting and Twilio pricing; check current pricing.
Method
- Trigger: Google Forms 'New Response'.
- CRM 'Create/Update Contact', tag with property.
- Delay Until 18:00 same day.
- Send thank-you email with listing details and your contact.
- Test with dummy data, then turn it on and review results for the first week.