Automate 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
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)
Automate Open House Lead Management with SignSnapHome, Discord, and Twilio
This n8n workflow streamlines the process of managing leads generated from open houses, integrating data from SignSnapHome with communication tools like Discord and Twilio. It ensures that new leads are promptly notified, and a central team is alerted for follow-up.
What it does
- Receives New Lead Data: Listens for incoming lead data, presumably from a SignSnapHome webhook, containing details like the lead's name, contact information, and potentially the property of interest.
- Sends Welcome Email: Automatically dispatches a personalized welcome email to the new lead, providing immediate engagement and information.
- Sends SMS Confirmation: Sends an SMS message to the lead via Twilio, confirming their registration and offering further interaction.
- Notifies Internal Team: Posts a notification to a Discord channel (via an HTTP Request) to alert the internal team about the new lead, enabling quick follow-up and coordination.
- Conditional Logic (Implied): Although not explicitly connected in the provided JSON, the presence of an "If" node suggests the potential for conditional logic based on lead data (e.g., different actions for hot vs. warm leads, or specific property interests).
- Data Transformation (Implied): The "Convert to/from binary data" and "Code" nodes indicate that the workflow is capable of transforming or manipulating the incoming lead data as needed before sending it to other services.
Prerequisites/Requirements
- SignSnapHome Account: To generate the webhook data for new leads.
- Email Sending Service: Configured SMTP credentials for the "Send Email" node.
- Twilio Account: With a configured Twilio credential for sending SMS messages.
- Discord Webhook URL: For the HTTP Request node to post notifications to a Discord channel.
- n8n Instance: A running n8n instance to host and execute the workflow.
Setup/Usage
- Import the Workflow: Import the provided JSON into your n8n instance.
- Configure Webhook Trigger:
- Activate the "Webhook" node.
- Copy the generated webhook URL.
- In your SignSnapHome (or equivalent lead generation platform), configure a webhook to send new lead data to this URL.
- Configure Credentials:
- Send Email: Set up your SMTP credentials for sending emails.
- Twilio: Configure your Twilio Account SID and Auth Token.
- Customize Email Content: Adjust the "Send Email" node to personalize the subject and body of the welcome email.
- Customize SMS Content: Modify the "Twilio" node to personalize the SMS message sent to leads.
- Configure Discord Notification:
- In the "HTTP Request" node, update the URL to your Discord webhook URL.
- Adjust the request body to format the lead notification message as desired for Discord.
- Activate the Workflow: Once all configurations are complete, activate the workflow.
The workflow will now automatically process new leads from SignSnapHome, send them a welcome email and SMS, and notify your team on Discord.
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