How-to guide · You set it up

Send open house leads to Real Geeks

Real Geeks ties every lead to one of your sites, so the first decision is which site your open house traffic belongs to. Here is the whole setup, including the three address fields and which one the listing actually goes in.

Uses: Create Lead7 steps

Who is actually doing the connecting

You are. Open House Console does not plug into Real Geeks, and this page is not an announcement that it does. We post every new sign-in to whatever URL you give us. You catch it in your own Zapier account, with your own Real Geeks login, and you decide where each field lands. Nobody has to approve anything, which is exactly why this works with a CRM that has never heard of us.

Why Create Lead

Real Geeks has one write action and it is the right one. What makes this setup its own page is the shape of that action rather than the choice of it: Site is required, there are three fields that all look like somewhere to put an address, and Contact Message is a field the lead detail screen actually surfaces, which is not true of Notes.

The Real Geeks app on Zapier (opens in a new tab). Checked on 2026-08-29. Action names and fields on this page come from that listing, not from us.

Step by step

Setting it up, start to finish

The first 3 are the same for every CRM. The rest are specific to this one.

  1. 1Start a Zap with Webhooks by Zapier

    In your own Zapier account, create a Zap and choose Webhooks by Zapier as the trigger, then the Catch Hook event. Zapier gives you a URL that is yours alone. Nothing here runs through us, and your CRM login never leaves your Zapier account.

  2. 2Paste that URL into your profile

    Open your Open House Console dashboard, go to Profile, and paste the URL into the CRM / Zapier field. Save. From that moment, every visitor who signs in at any of your open houses is posted to that address as JSON, in the background, without slowing down the screen in front of them.

  3. 3Do one test sign-in so Zapier learns the shape

    Open your own sign-in page and fill it in as if you were a visitor, answering every question you have turned on. Zapier catches that first lead and uses it to build the list of fields you can map. Skipping a question here means Zapier never sees that field and you cannot select it later, so answer them all, then delete the test lead from your dashboard.

  4. 4Choose the Site first, because it is required

    Add an action step, choose Real Geeks, pick Create Lead, and connect your account. Site is the only required field and it is a dropdown of the sites on your account. If you run more than one, this is a real decision: open house traffic is not from any site, so pick the one whose reporting and routing you want it counted in, and use the same one every time so the numbers stay comparable.

  5. 5Set Source and Type as fixed text, not mapped fields

    Type Source as something stable like Open House Console, and set Type to the lead type you use for buyers you met in person. Both are fixed values you type once in the Zap, not fields we send. This is what lets you pull a report of door traffic later instead of guessing which of your leads came from a Saturday.

  6. 6Put the listing in Contact Message, not in an address field

    There are three address-shaped fields here and only one right answer. Address, Street Address, City, State and Zip Code describe where the lead lives, so they hold the visitor's own home and only when they told you they have one to sell. The property they walked into goes into Contact Message, which is the field that shows on the lead detail screen where you will actually read it.

  7. 7Split the name and use Notes for the qualifying answers

    Add a Formatter by Zapier split on a space for First Name and Last Name. Then put financing, timeframe and your custom question answers into Notes, keeping Contact Message for the one sentence you want to see first. Neither field is a filter, so write them for a human reading the record on Monday morning.

Field mapping

What goes where in Real Geeks

Left is what we send. Right is the field on that action, named the way it names itself.

We sendPut it inWatch for
lead.nameFirst NameAfter a Formatter split; segment two goes to Last Name.
lead.emailEmail Address
lead.phonePhone Number
open_house.addressContact MessageThe field the lead detail screen surfaces.
lead.financing_statusNotes
lead.buying_timeframeNotesSame field, combined into one readable note.
lead.custom_answersNotes
lead.has_agentNotesWorth its own line: it changes the call you make.
lead.home_to_sell_addressStreet AddressTheir own home. Only present when they said yes.
open_house.idNothingNot a field. Useful only as a Zapier filter for one specific event.

Every field except the name, the open house and the timestamp can be empty, because you choose which questions your sign-in form asks.

Before you turn it on

What goes wrong with Real Geeks

  • Site being required means a Zap built before you add a second Real Geeks site keeps writing to the old one silently. If you add a site, open this Zap and re-check the field rather than assuming it followed you.

  • Address and Street Address are both on this action and they are not interchangeable in your reporting. Leaving both blank is a perfectly good answer for a visitor who did not mention a home of their own.

  • There is no financing or timeframe field on this action, so those answers are readable text and nothing more. If you need to segment on them, do it with a Zapier path before the action and set a different Type or Source per branch.

Reference

Exactly what we post

One of these arrives the moment a visitor finishes signing in, in the background, once per sign-in.

{
  "event": "lead.created",
  "lead": {
    "name": "Dana Whitfield",
    "email": "dana.whitfield@example.com",
    "phone": "(512) 555-0148",
    "has_agent": false,
    "financing_status": "Pre-approved",
    "buying_timeframe": "0-3 months",
    "home_to_sell": true,
    "home_to_sell_address": "1140 Cedar Bend Dr",
    "custom_answers": [
      {
        "question": "How did you hear about this open house?",
        "answer": "The sign on the corner"
      }
    ]
  },
  "open_house": {
    "id": "6f0a1c8e-2b77-4c1e-9a0b-3d5e7f911c24",
    "address": "482 Maple Ridge Ln, Austin, TX 78704"
  },
  "captured_at": "2026-08-29T21:04:11.302Z"
}

Two details catch people out. The name is one string, exactly as the visitor typed it, so a CRM that wants a first and a last name needs a Formatter step in between. And the phone arrives formatted the way we store it, as (512) 555-0148, so anything that expects the plus-one form needs converting too.

Your CRM is the destination, not the system of record. Every lead is still in your Open House Console dashboard with its notes and follow-up status, so a Zapier task that fails at midnight cannot lose you a visitor.

FAQ

Common questions

Does Open House Console plug into Real Geeks?+

No, and nothing on this page says it does. Open House Console posts every new sign-in to whatever URL you put in your profile. You are the one who catches it in your own Zapier account and points it at Real Geeks, using your own Real Geeks login. Neither company has to agree to anything, which is precisely why this works today rather than waiting for two software companies to find time to talk.

Which Site should open house leads go to?+

Whichever one you want them counted in. Real Geeks requires the field and open house traffic does not come from a website, so this is a reporting decision rather than a factual one. Pick one and stay with it, because changing it later splits your history in two.

Where does the address of the open house go?+

Contact Message. The address fields on this action describe where the lead lives, and filling them with your listing address gives you a contact list of people who all appear to live in the same house.

Real Geeks changed something and this page is now wrong? Tell us and we will fix it or take the page down. support@openhouseconsole.com

Capture the lead first. Routing it is the easy part.

Open House Console runs the sign-in on a laptop at the door, or on a phone the visitor already has in their hand, then hands the lead to your dashboard and to whatever URL you point us at. Free for 7 days.

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