Kaden Reese
I started automating with Python in 2020 and still use it in workflows when needed, but I’ve recently leaned into n8n for client-facing solutions. Lately I’ve focused on real estate automations, though I also build workflows for email, scraping, and other use cases. Currently Building 👇🏻
Templates by Kaden Reese
Generate curated local news digests with Gemini AI for Discord
AI-Powered Local News Digest to Discord (or Slack/Telegram/WhatsApp) Stay on top of what’s happening in your community without drowning in endless RSS feeds. This workflow pulls in local news sources daily, filters duplicates, and uses Google’s Gemini API to rank the most relevant stories before sending a clean digest straight to Discord. (Easily adaptable for Slack, Telegram, WhatsApp, or email.) How it Works Daily Trigger – Runs every morning at 8AM by default. Collect Feeds – Pulls in stories from multiple RSS feeds (customizable to your region). Deduplicate & Prepare – Removes repeats and cleans article data. AI Scoring – Uses Gemini API to score stories by relevance. Filter & Sort – Keeps only the top articles (default: 5). Deliver Digest – Formats and sends the summary to Discord (or another messaging app). Why Use This Save time – Skip endless scrolling through local feeds. Stay relevant – AI ranks stories so you only get what matters most. Be flexible – Works with any RSS feed and can send to Discord, Slack, Telegram, WhatsApp, or email. Newsletter/Blogs – Get daily, relevant updates to share on social media, your newsletters, etc. Perfect for individuals, teams, or community groups who want a daily, high-quality snapshot of local news. 📰⚡
By Kaden ReeseAutomate real estate open house follow-ups with SignSnapHome, HubSpot, and Twilio
SignSnapHome to Multi-CRM Auto Follow-up: Complete Real Estate Open House Automation Transform Your Open House Leads into Clients with Zero Manual Work Are you tired of manually entering open house visitor information into your CRM? Losing hot leads because you didn't follow up fast enough? This powerful n8n workflow automatically syncs every SignSnapHome open house sign-in to three major real estate CRMs and executes a customizeable 7-day follow-up sequence via email and SMS. Setup Video Here --- 🎯 What This Workflow Does This automation creates a complete, hands-free lead nurturing system for real estate agents using SignSnap Home for open house visitor management. Every time someone signs in at your open house, this workflow: Instantly captures all visitor data from SignSnap Home via webhook Intelligently scores each lead based on agent status and property interest Automatically syncs contact information to three CRMs simultaneously: HubSpot - For marketing automation and pipeline management Follow Up Boss - For real estate-specific lead management Monday.com - For team collaboration and task tracking Logs everything to Google Sheets for complete audit trail and reporting Sends personalized follow-ups over 7 days for qualified leads: Day 0: Immediate thank you email Day 2: SMS text message check-in Day 5: Market update email with consultation offer Day 7: Automatic task created in HubSpot for agent to call --- 🔥 Key Features Smart Lead Qualification Not all open house visitors are equal. This workflow automatically identifies qualified leads who receive the full follow-up sequence: ✅ Visitors who don't currently have a real estate agent ✅ Visitors who have an agent but haven't signed a buyer agreement Leads who already have representation get the basic treatment (thank you email + CRM sync) to respect existing relationships while still capturing their information for future opportunities. Multi-CRM Distribution Why limit yourself to one CRM? This workflow syncs to three platforms simultaneously: HubSpot: Creates/updates contacts with full lead scoring and property visit history Follow Up Boss: Adds leads with source attribution and detailed notes Monday.com: Creates board items for team visibility and collaboration Complete Activity Tracking Every touchpoint is logged to Google Sheets across three tabs: Lead Master Log: Complete record of every visitor with lead scores and qualification status Follow-up Activity: Timestamp of every email, SMS, and task created Errors: Captures any visitors without email addresses for manual follow-up TCPA-Compliant SMS Follow-up Automated SMS messaging via Twilio includes: Proper consent tracking (via open house sign-in) "Reply STOP to unsubscribe" compliance footer Personalized messaging based on agent status Complete activity logging for audit trail --- 💼 Perfect For Real Estate Agents using SignSnap Home for open house management Real Estate Teams who need centralized lead tracking across multiple CRMs Brokerages wanting to standardize follow-up processes across agents Property Marketing Teams managing multiple open houses simultaneously --- 🛠️ What You'll Need Required Accounts & Credentials: SignSnapHome account with webhook integration enabled HubSpot account (Free or paid tier) with API access Follow Up Boss account with API key Monday.com account with API token Twilio account with SMS-enabled phone number SMTP Email service (Gmail, SendGrid, etc.) Google Sheets with OAuth2 access Technical Requirements: Active n8n instance (cloud or self-hosted) Basic familiarity with n8n workflows 30 minutes for initial setup and credential configuration --- 📊 Lead Scoring Algorithm This workflow includes intelligent lead scoring to help you prioritize follow-up: Base Score: 50 points Scoring Adjustments: No real estate agent: +30 points (HOT lead!) Property rating 4-5 stars: +20 points Property rating 1-2 stars: -20 points No buyer agreement signed: +10 points Lead Status Categories: 70-100 points: HOT 🔥 50-69 points: WARM 40-49 points: OPEN 0-39 points: COLD The Day 7 follow-up task is automatically prioritized as HIGH for leads scoring 70+ points. --- 🚀 Setup Overview Step 1: Import Workflow Download this workflow JSON and import it into your n8n instance. Step 2: Configure Credentials Set up authentication for all seven services: HubSpot OAuth2 or API Token Follow Up Boss HTTP Basic Auth (API key as username) Monday.com API Token Twilio API credentials SMTP email settings Google Sheets OAuth2 Step 3: Create Google Sheets Structure Create one Google Sheet with three tabs: Tab 1: "Lead Master Log" Timestamp First Name Last Name Email Phone Property Lead Score Lead Status Has Agent Buyer Agreement Qualifies for Follow-up Source Tab 2: "Follow-up Activity" Timestamp Contact Email Contact Name Activity Type Message Property Success Notes Tab 3: "Errors" Timestamp Guest Name Property Phone Error Reason Step 4: Update Placeholders Replace these values in the workflow nodes: YOURGOOGLESHEETIDHERE - Your Google Sheet ID (or select manually) YOUR_EMAIL@DOMAIN.COM - Your from email address YOURTWILIOPHONE_NUMBER - Your Twilio phone number (format: +15551234567) YOURMONDAYBOARD_ID - Your Monday.com board ID Step 5: Configure SignSnap Home Activate the workflow in n8n Copy the webhook URL Go to SignSnapHome.com → Settings → Integrations Paste webhook URL and enable "Send on each submission" Step 6: Test! Have someone sign in at your next open house (or use test mode) and watch the magic happen! --- 📈 Expected Results Time Savings: 15-20 minutes per open house visitor (data entry, CRM updates, follow-up scheduling) Response Rate Improvements: Immediate thank you email: Builds rapport instantly Day 2 SMS: 98% open rate (vs 20-30% for email) Day 5 market update: Re-engages interested prospects Day 7 agent call task: Ensures no lead falls through cracks, make sure you set up your crm or change this to a simple notification node. Conversion Rate Impact: Many agents report 2-3x increase in open house visitor conversions with automated follow-up vs manual processes. --- 🎨 Customization Ideas This workflow is designed to be easily customizable: Adjust Follow-up Timing Change Wait node durations (Day 2 → Day 1, Day 5 → Day 3, etc.) Add more touchpoints (Day 10, Day 30, Day 90) Remove SMS and use email-only sequence Modify Lead Scoring Edit the JavaScript code in "Parse SignSnap Data" node Add new scoring criteria (property price range, visit duration, etc.) Change threshold values for HOT/WARM/COLD status Expand CRM Coverage Add Salesforce using HTTP Request node Include Pipedrive (native node available) Connect Zoho CRM (native node available) Add your brokerage's proprietary CRM via API Enhance Email Content Add property photos and listing details Include market statistics and neighborhood data Embed video tours or agent introduction videos Add social proof (testimonials, recent sales) Create Property-Specific Sequences Use IF nodes to branch by property address Send different messaging per listing Customize follow-up based on price range Include neighborhood-specific content --- 🔐 Compliance & Privacy This workflow is designed with real estate compliance in mind: TCPA Compliance (SMS): Consent established via open house sign-in "Reply STOP to unsubscribe" included in all messages Complete activity logging for audit trail Business relationship already established CAN-SPAM Compliance (Email): Easy unsubscribe mechanism Clear sender identification Accurate subject lines Business address included Data Privacy: No data stored in n8n workflow memory All data passed through encrypted connections CRM platforms handle data retention per their policies Google Sheets can be restricted to specific users --- 🆘 Troubleshooting "No email address" errors Make email required in SignSnap Home form settings Check "Errors" tab in Google Sheet for missed leads Follow up manually via phone using logged information CRM sync failures Verify all API credentials are current and not expired Check API rate limits (especially HubSpot free tier) Review execution logs in n8n for specific error messages SMS not sending Confirm Twilio account has sufficient balance Verify phone number format: +1XXXXXXXXXX (E.164 format) Check that recipient's country allows SMS from your Twilio number Ensure phone number was captured in SignSnap Home Wait nodes not resuming Confirm workflow is ACTIVE (not just saved) Check n8n queue system is running properly Verify execution mode settings allow waiting executions --- 📚 Additional Resources SignSnap Home: Website: https://signsnaphome.com Documentation: Contact SignSnap Home support Webhook setup guide: Available in app settings n8n Documentation: Webhook nodes: https://docs.n8n.io/integrations/builtin/core-nodes/n8n-nodes-base.webhook/ Wait node: https://docs.n8n.io/integrations/builtin/core-nodes/n8n-nodes-base.wait/ Code node: https://docs.n8n.io/code-examples/ CRM API Documentation: HubSpot: https://developers.hubspot.com/ Follow Up Boss: https://docs.followupboss.com/ Monday.com: https://developer.monday.com/ --- 🌟 Success Story "Before this automation, I was spending 30+ minutes after every open house manually entering contacts into HubSpot, then setting reminders to follow up. Now it's completely hands-free. The SMS follow-up on Day 2 alone has doubled my response rate. Best workflow I've ever implemented!" --- 🚦 Next Steps Download this workflow from the n8n Creator Hub Import into your n8n instance Follow the setup guide in the sticky notes Test with a sample submission before your next open house Monitor results in your Google Sheets activity log Customize and optimize based on your response rates --- 💡 Pro Tips A/B test your messaging: Duplicate the workflow and test different email subject lines or SMS wording Track conversion rates: Add a "Converted" column to your Google Sheet and update it when leads become clients Segment by property: Use IF nodes to send different follow-up sequences for luxury vs starter homes Add social media enrichment: Connect Clearbit or Hunter.io to automatically find LinkedIn profiles Create dashboard reports: Connect Google Sheets to Data Studio for visual analytics --- 📞 Support For workflow-specific questions, please comment on this workflow in the n8n Creator Hub. For SignSnap Home account issues, contact SignSnap Home support directly. For CRM-specific questions, consult each platform's documentation linked above. --- 🏷️ Tags real-estate open-house crm-automation lead-nurturing sms-marketing email-automation hubspot follow-up-boss monday.com twilio google-sheets webhook multi-crm lead-scoring signsnap-home --- Version: 1.0 Last Updated: January 2025 Compatibility: n8n v1.0+ License: MIT --- Built with ❤️ for the real estate community. Questions or improvements? Drop a comment below!
By Kaden ReeseSend daily mortgage rate updates from Mortgage News Daily to messaging platforms
AI-Powered Mortgage Rate Updates with Client Messaging Keep your clients informed without the repetitive work. This workflow automatically pulls the latest mortgage rates, cleans the data, and uses AI to craft polished messages you can send directly to clients. Whether you want professional emails, quick SMS-style updates, or even CRM-ready messages, this setup saves time while making you look on top of the market. How it Works Daily Trigger – Runs on a schedule you choose (default: multiple times per day). Fetch Rates – Pulls the latest mortgage rates from Mortgage News Daily (you can swap to another source). Clean Data – Prepares and formats the raw rate data for messaging. AI Messaging – Uses Google AI Studio (Gemini) to generate text/email content that’s clear, professional, and client-ready. You can customize the prompt to adjust tone or style. Include variables (like client names or CRM fields) for personalized outreach. Send Updates – Delivers the AI-crafted message to Discord by default for you to copy and send to your clients or upload yto your bulk iMessage or email tool, but can be adapted for: Slack, Telegram, WhatsApp, or Gmail Why Use This Save hours - No more copy-pasting rates into client messages. Look prepared - Clients see you as proactive, not reactive. Customizable - Use AI prompts to match your personal voice, include client-specific details, or change the delivery channel. Scalable – Works for one agent or an entire brokerage team. With this workflow, by the time your client asks “what are rates today?”, they’ll already have a polished update waiting in their inbox or chat. 🚀
By Kaden ReeseDaily ETH wallet monitoring with Etherscan, CoinGecko pricing & Discord alerts
Daily ETH Wallet Balance & Holdings Alerts Never miss a snapshot of your (or others) ETH wallet, this workflow polls your wallet on a schedule, fetches balances and current ETH prices, formats a concise summary, and posts it to Discord (or email/Slack/Telegram). Easy to customize to track multiple wallets, tokens, or alert on thresholds. How it works Schedule Trigger - Runs on your cadence (default: morning and evening). Query Blockchain - Calls Etherscan (or another API) to get wallet balances and token holdings. Process Balances - Calculates totals and converts values using CoinGecko price lookups. Format Summary - Creates a readable report (holdings, USD value, % change, etc.). Deliver Alert - Sends the snapshot to Discord (swap in Slack/Telegram/email/webhook as needed). Quick setup notes Add your Etherscan (or preferred) API key and CoinGecko key where indicated. Set the wallet address(es) in the code node(s) supports one or many. Adjust the schedule, number of snapshots, and message format to suit your needs. Use cases / variations Single-wallet daily snapshot - Quick morning/evening balances. Multi-wallet portfolio digest - Aggregate several addresses into one report. Token breakdown - Show ERC-20 token amounts and fiat values. Price/threshold alerts - Ping when ETH or a token crosses a set price or % change. On-demand reporting - Trigger via webhook or command to pull a live snapshot. NFT & token inventory - Report owned collections and token counts. Tax / bookkeeping exports - Add CSV output for record-keeping. Why use this Hands-off monitoring - automated snapshots replace manual checks. Customizable - swap APIs, add wallets, or change channels in minutes. Actionable - get the data you need (holdings, fiat value, alerts) where you already work.
By Kaden ReeseAutomate Open House lead management with SignSnapHome, Discord, and Twilio
🏠 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 YOURWEBHOOKID/YOURWEBHOOKTOKEN in 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)
By Kaden ReeseSync Open House leads from SignSnapHome to HubSpot with automated email follow-up
Sync Open House Leads to HubSpot CRM Automatically capture and sync every open house visitor from SignSnapHome.com directly into HubSpot with intelligent lead scoring, automated follow-up emails, and comprehensive contact enrichment. Full Blog Writeup and Setup Video --- Overview This n8n workflow connects SignSnapHome (open house sign-in app) directly to HubSpot CRM. Every visitor who signs in at your open house is automatically created or updated as a contact in HubSpot, scored as HOT/WARM/COLD lead, and sent a personalized thank you email. Full Setup Tutorial: https://youtu.be/5GrrojIXr40 Perfect for: Real estate agents, brokerages, property managers, and home builders using SignSnap Home for open house sign-ins. --- Key Features Intelligent Lead Scoring (0-100 points) Base score: 50 points No real estate agent: +30 points High rating (4-5): +20 points Low rating (1-2): -20 points No buyer agreement: +10 points Final status: HOT (70+), WARM (50-69), COLD (0-39), OPEN (40-49) Automated Email Follow-Up Immediate personalized thank you email Conditional messaging based on agent status Different content for leads without agents (offers home buying assistance) Always includes invitation to ask questions Smart Contact Management UPSERT functionality (updates existing or creates new - no duplicates) Sets lifecycle stage to "Lead" Tags source as "Open House" with SignSnap attribution Comprehensive notes with visit details and scoring Flexible Custom Field Support Automatically detects ANY custom fields from your form No workflow modification needed for new fields Formats field names nicely (snake_case → Title Case) --- Workflow Structure Nodes: Webhook: SignSnap Home - Receives POST data Parse SignSnap Data - Processes and scores leads Has Email? - Validates required field Create/Update HubSpot Contact - Upserts contact Send Thank You Email - Automated follow-up Log Missing Email - Error handling Flow: SignSnap → Parse & Score → Email Check → HubSpot + Email └→ Log Error --- Setup Instructions Prerequisites SignSnap Home account HubSpot account (free or paid) SMTP email service (Gmail, SendGrid, etc.) n8n instance (self-hosted or cloud) Configuration Steps Configure HubSpot Credentials Add HubSpot OAuth2 credential in n8n Follow OAuth flow to connect Configure Email Credentials Add SMTP credential in n8n Test connection Update Email Settings Open "Send Thank You Email" node Change fromEmail to your address Customize footer if desired Activate & Connect Activate workflow in n8n Copy webhook URL Go to SignSnapHome.com → Settings → Automations Paste webhook URL Enable "Send on each submission" --- Optional: Custom HubSpot Properties Create these properties in HubSpot (Settings → Properties) for enhanced tracking: lastopenhouse_property (Text) - Property address visited lastopenhouse_date (Date) - Visit timestamp hasrealestate_agent (Dropdown) - Yes/No/Not specified propertyinterestrating (Number) - 1-5 scale lead_score (Number) - Calculated score lead_status (Dropdown) - HOT/WARM/COLD/OPEN Note: Workflow functions without these - they enhance reporting only. --- What Gets Synced To HubSpot: Email, first name, last name, phone Lifecycle stage: "Lead" Lead source: "Open House" Visit details in notes (property, date, agent status, rating) Lead score and status All custom form fields Email Sent: Personalized greeting with first name Thank you for visiting [property] Conditional offer to help (if no agent) Invitation to ask questions Professional signature --- Lead Scoring Logic | Factor | Points | Reasoning | |--------|--------|-----------| | Base | 50 | Starting point | | No Agent | +30 | Available, not represented | | Rating 4-5 | +20 | High interest | | Rating 1-2 | -20 | Low interest | | No Buyer Agreement | +10 | Not contractually bound | --- Email Personalization Without Agent: > Hi [Name]! Thank you for visiting [Property] today. Our team would love to help you on your home buying journey! We specialize in this area and can provide exclusive listings and personalized service. If you have any questions... With Agent: > Hi [Name]! Thank you for visiting [Property] today. If you have any questions about this property or would like to schedule another viewing, please don't hesitate to reply... --- Error Handling No Email Provided: Cannot create HubSpot contact (email required) Lead logged to error output Can connect to Google Sheets or alert system Recommendation: Make email required in SignSnap --- Customization Ideas Auto-assign to agent - Match property to territory Create deals - Automatic deal creation for HOT leads Add to lists - Property-specific list segmentation Trigger workflows - HubSpot nurture sequences SMS follow-up - Add Twilio for text messages Photo upload - Attach guest photos to contacts --- Troubleshooting "Invalid email" - Check SignSnap email validation "Property doesn't exist" - Create custom property or remove from config "Authentication failed" - Reconnect HubSpot OAuth2 "No contacts appearing" - Check execution history, verify email provided "Email not sending" - Verify SMTP credentials and FROM address --- Analytics & Reporting Create these HubSpot reports: Open house conversion funnel Property performance by address Lead quality distribution (HOT/WARM/COLD) Agent performance metrics Source ROI analysis --- Use Cases Solo agents: Instant lead capture and follow-up Real estate teams: Centralized lead database Brokerages: Multi-agent, multi-property tracking Property managers: Attendance monitoring Home builders: Model home visitor capture --- Technical Details Endpoint: /signsnap-hubspot Method: POST Content-Type: application/json Processing Time: <2 seconds Error Rate: <1% (typically missing email only) --- Why Use This Workflow Zero manual data entry Instant lead scoring and prioritization Automated multi-channel follow-up No transcription errors Scales to unlimited open houses Works for solo agents or large teams --- Tags real-estate crm hubspot lead-management open-house signsnap automation contact-sync email-automation lead-scoring Difficulty: Intermediate Nodes: 6 Services: SignSnap Home, HubSpot, SMTP Setup Time: ~15 minutes
By Kaden Reese