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🏠 SignSnapHome.com Open House Lead Management System
Automatically capture, qualify, and follow up with open house visitors in real-time
This comprehensive n8n workflow transforms your SignSnap Home open house sign-ins into a complete lead management system with instant notifications, intelligent lead scoring, and automated multi-channel follow-ups.
View full blog writeup and YouTube video here: Open House n8n + SignSnapHome Automation
🎯 What This Workflow Does
Transform every open house visitor into a managed lead with automated processing, scoring, and outreach—all without lifting a finger.
Core Features
📸 Visual Lead Capture
- Automatically processes guest photos from sign-in
- Converts base64 images to proper binary format
- Displays guest photos as thumbnails in Discord notifications
- Supports JPEG, PNG, and other image formats
🎨 Smart Lead Scoring System
- 🔴 HOT Leads: No agent + high rating (4-5 stars) → Immediate follow-up priority
- 🟠 WARM Leads: Has agent but no buyer agreement → Potential opportunity
- 🟡 MEDIUM Leads: Standard engagement level
- 🔵 COLD Leads: Has agent with signed agreement OR low rating (1-2 stars)
- Color-coded Discord embeds for instant visual prioritization
📊 Rich Discord Notifications
- Beautiful embed cards with all guest information
- Guest photo thumbnail displayed inline
- Conditional fields (rating only shows if you have it enabled)
- Custom field support - ANY extra form fields automatically included
- Timestamp, contact info, property details
- Lead priority badge and color coding
📱 Intelligent SMS Follow-up (via Twilio)
- Sends personalized text message if phone number provided
- Different messaging for leads with/without agents
- Professional, warm tone that encourages response
- Simple "thank you for visiting" approach
📧 Professional Email Follow-up
- Beautiful HTML email template with gradient header
- Conditionally shows rating if available
- Different call-to-action based on agent status
- Branded footer with SignSnap Home mention
- Only sends if no phone number (SMS takes priority)
- Fallback to email if SMS not available
⚙️ Flexible Custom Field Support
- Automatically detects and processes ANY custom fields
- No workflow modification needed for new form fields
- Formats field names nicely (snake_case → Title Case)
- Displays all custom fields in Discord notification
- Perfect for additional questions like buyer agreements, prequalification status, etc.
📋 Workflow Structure
Node Breakdown
- Webhook Trigger - Receives POST data from SignSnap Home
- Parse & Enrich Data - Extracts and processes all form data
- Separates standard vs custom fields
- Calculates lead priority score
- Formats timestamps and names
- Detects optional fields (like rating)
- Convert Image to Binary - Transforms base64 photo to n8n binary format
- Discord Notification - Sends rich embed with photo thumbnail
- Has Phone Number? - Conditional routing based on contact preference
- Send SMS (Twilio) - Priority follow-up via text message
- Has Email? - Fallback check if no phone provided
- Send Welcome Email - Professional HTML email follow-up
✨ Key Highlights
Dynamic & Flexible
- No hardcoded fields - automatically adapts to YOUR SignSnap form
- Works with default fields AND any custom fields you add
- Rating field is completely optional
- Handles missing data gracefully
Smart Routing
- SMS-first approach (higher engagement rates)
- Automatic fallback to email if no phone
- Only sends what makes sense for each lead
Professional Presentation
- Discord: Visual dashboard for your team
- SMS: Quick, personal outreach
- Email: Professional, branded communication
Lead Intelligence
- Automatic qualification based on agent status
- Rating consideration (when available)
- Buyer agreement detection
- Priority-based follow-up suggestions
🔧 Setup Requirements
Services Needed
- SignSnap Home Account - For open house sign-in app
- Discord Webhook - For team notifications
- Twilio Account - For SMS (optional but recommended)
- SMTP Email - For email follow-ups (optional)
Configuration Steps
- Import this workflow into your n8n instance
- Set up Discord webhook:
- Create a webhook in your Discord channel
- Replace
YOUR_WEBHOOK_ID/YOUR_WEBHOOK_TOKENin the HTTP Request node
- Configure Twilio (if using SMS):
- Add Twilio credentials in n8n
- Set your Twilio phone number
- Configure Email (if using email):
- Add SMTP credentials in n8n
- Update the "from" email address
- Activate your workflow
- Copy the webhook URL from n8n
- Configure SignSnap Home:
- Go to your open house settings
- Add the n8n webhook URL as your automation endpoint
- Enable "Send on each submission" (not batch)
📝 Optional Features You Can Add
Rating Field
- Add a "What did you rate the house?" field (1-5 scale)
- Workflow automatically detects and displays it
- Affects lead scoring (high ratings = hotter leads)
Buyer Agreement Field
- Add "Do you have a signed buyer agreement?" field
- Helps identify truly available leads
- Factors into WARM vs COLD lead classification
Any Custom Fields
- Add ANY additional questions to your form
- They'll automatically appear in Discord notifications
- No workflow changes needed!
🎨 Customization Ideas
Modify Lead Scoring
Edit the JavaScript in the "Parse & Enrich Data" node to adjust:
- Lead priority thresholds
- Color coding
- Scoring criteria
Change Message Templates
- SMS message in "Send SMS (Twilio)" node
- Email HTML in "Send Welcome Email" node
- Discord embed structure in "Discord Notification" node
Add More Automation
- Save to Google Sheets/Airtable
- Create tasks in your CRM
- Send to Slack instead of/in addition to Discord
- Add to email marketing list
- Trigger other workflows
💡 Use Cases
- Real Estate Agents: Instant lead capture and follow-up
- Property Managers: Track open house attendance
- Real Estate Teams: Centralized lead dashboard
- Brokerages: Multi-agent lead distribution
- Home Builders: Model home visitor tracking
🚀 Why This Workflow Rocks
✅ Zero Manual Work - Completely automated from sign-in to follow-up
✅ Intelligent - Smart lead scoring and routing
✅ Flexible - Adapts to YOUR form fields
✅ Professional - Polished notifications and outreach
✅ Multi-Channel - Discord, SMS, and Email coverage
✅ Visual - See guest photos instantly
✅ Scalable - Handle unlimited open houses
✅ Customizable - Easy to modify for your needs
📊 What You Get
- Instant Visibility: See every visitor as they sign in
- Lead Intelligence: Know who's hot and who's not
- Fast Follow-up: Reach out while interest is hot
- Team Coordination: Everyone sees the same data
- Professional Image: Automated, timely communication
- Time Savings: Hours of manual work eliminated
🔗 Integration Details
Webhook Endpoint: /signsnaphome-sign-in-trigger
Method: POST
Content-Type: application/json
Expected Format: SignSnap Home standard output
📞 Support & Customization
This workflow is designed to work out-of-the-box with SignSnap Home, but can be adapted for:
- Other open house sign-in apps
- Different notification platforms
- Custom CRM integrations
- Additional automation steps
⚡ Quick Start Summary
- Import workflow
- Add Discord webhook URL
- (Optional) Configure Twilio for SMS
- (Optional) Configure SMTP for email
- Activate workflow
- Copy webhook URL
- Add to SignSnap Home settings
- Start collecting leads!
🎯 Perfect For
- Solo agents wanting to professionalize their follow-up
- Teams needing centralized lead management
- Brokerages tracking multiple open houses
- Anyone using SignSnap Home for open house sign-ins
Transform your open house visitors into qualified, followed-up leads automatically. Never miss an opportunity again!
Tags: real-estate, lead-management, automation, discord, twilio, sms, email, webhook, signsnap, open-house, crm
Difficulty: Intermediate
Nodes Used: 8
External Services: SignSnap Home, Discord, Twilio (optional), SMTP (optional)