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CRM integration

Connect OpenHouse to HubSpot

Create a free HubSpot Private App token, paste it into OpenHouse, and every open house sign-in becomes a HubSpot contact with the visit saved as a note.

  • Works with no Wi-Fi
  • No lender ads
  • Visitor data never sold
OpenHouseHubSpot

Works on HubSpot's free tier, no paid Sales or Marketing Hub seat required.

What lands in HubSpot

First and last name

Contact, deduped by email

Email and phone number

Contact email and phone properties

Lead status

Lifecycle stage set to Lead, status New

Property address and visit details

A note attached to the contact

Connect it once

  1. 1

    Create a Private App token

    In HubSpot: Settings, then Integrations, then Private Apps. Enable the crm.objects.contacts scope and copy the token.

  2. 2

    Paste it into OpenHouse

    Open the Connections page in your dashboard and paste the token. We verify it live before you rely on it.

  3. 3

    Every sign-in becomes a contact

    Each visitor lands as a contact with lifecycle Lead and the visit saved as a note, ready for your workflows.

How the connection works, in full

OpenHouse sends every open house sign-in into HubSpot as a contact. You connect once with a Private App token, and after that each visitor at the door lands in your HubSpot CRM with the visit saved as a note, ready for whatever workflows you already run.

The part that surprises most agents: this works on the free HubSpot plan. Private Apps are included at no cost, and a Private App token is all OpenHouse needs to create contacts through HubSpot's contacts API.

Create the token, connect once

  1. In HubSpot, go to Settings, then Integrations, then Private Apps, and choose Create a private app.
  2. On the Scopes tab, enable crm.objects.contacts with both Read and Write. Create the app.
  3. Copy the access token. It starts with pat-.
  4. Paste it into the Connections page in your OpenHouse dashboard.

OpenHouse checks the token live against HubSpot before you depend on it, so a mistyped or under-scoped token gets caught right away rather than at your next open house. The token is stored encrypted and never displayed back in full.

What each sign-in becomes in HubSpot

Every sign-in posts a contact to HubSpot with the lifecycle stage set to lead and the lead status set to new. Because HubSpot dedupes on email, a visitor who has been to one of your listings before updates the existing contact rather than spawning a duplicate.

OpenHouse then attaches the visit as a note on that contact. The note is plain English: the property address, the visitor's timeframe and financing, their interest level, whether they already have an agent, and whether they have a home to sell. That context is the difference between a bare email address and a lead your Monday self can actually work.

From there, your own HubSpot automations take over. A new contact with lifecycle lead is a normal trigger, so if you already run a workflow or a sequence for fresh leads, open house visitors flow into it the same as any other source.

It keeps working with no signal

The iPad and iPhone kiosk captures on the device, so a listing with weak or no Wi-Fi does not cost you leads. Each sign-in is held locally, and when the device reconnects, the queue syncs and posts into HubSpot. See offline lead capture for how the queue behaves.

You can also skip the tablet entirely. Print the QR code sign-in for the sign rider, let visitors fill the form on their own phones, and the contact still appears in HubSpot within seconds.

Buyers who already have an agent

At any open house, some visitors already have representation. By default, OpenHouse marks those leads as represented and holds them back from HubSpot, so a workflow you built for fresh buyers never starts chasing another agent's client. The record stays in your OpenHouse list and your export. If you would rather send every visitor to HubSpot, that toggle lives under Lead handling.

If HubSpot is not your only tool

OpenHouse can deliver the same sign-in to more than one destination. Send leads to HubSpot and a spreadsheet, or to HubSpot and a Zapier hook, at the same time. Running a different CRM on part of your team? See Follow Up Boss, Lofty, or the full CRM export and delivery options. However you route them, the leads stay yours to export whenever you want.

Common questions

Does OpenHouse work with the free HubSpot plan?

Yes. HubSpot's free tier includes Private Apps, which is all OpenHouse needs. You create a private app with the crm.objects.contacts scope, copy the access token, and paste it into OpenHouse. No paid Marketing or Sales Hub seat is required to receive open house leads as contacts.

What does each sign-in create in HubSpot?

A contact with the lifecycle stage set to lead and the lead status set to new. HubSpot dedupes on email, so a repeat visitor updates the existing contact instead of creating a duplicate. OpenHouse also attaches the visit as a note on the contact, holding the property address, the visitor's timeframe and financing, their interest level, and whether they have a home to sell.

How do I get the HubSpot token?

In HubSpot, go to Settings, then Integrations, then Private Apps, and create a private app. On the Scopes tab, enable crm.objects.contacts with Read and Write, create the app, and copy the access token, which starts with pat-. Paste it into the Connections page in OpenHouse, and it verifies the token live before you rely on it.

Are open house visitors emailed anything by HubSpot?

Not by OpenHouse. It creates the contact and the note and nothing else. Whether the new contact enters a workflow or a sequence is entirely up to the automations you have set up in your own HubSpot account, exactly as with any other lead source.

Send every sign-in to HubSpot

Paste one API key and your open house leads flow in on their own.

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