TLDR
Four-step, rapid setup to capture showings and open houses with tamper-proof audit trails and measurable ROI. Centralize four feeds (CRM, calendar, MLS/listings, door sensors) into one ingestion point, using simple integrations (Make/Zapier) or lightweight code to normalize events. Enable parity checks, dedupe, and auto-notifications, then trigger direct mail (PostcardMania) and emails when thresholds are met. Real-time dashboards reduce manual entry by ~60% for small teams and provide auditable ROI by linking marketing sends to event hashes. Start with one agent/one integration to validate in under 48 hours.
This short how-to lists a practical, four-step setup to capture real-time showing and open-house activity with tamper-proof audit records and measurable outcomes. The steps move from setup to workflows, to results, to rules for long-term reliability.

Setup: centralize feeds and trigger points
The team centralizes four feeds: CRM, calendar, MLS/listing, and door-sensor or keypad events. Each feed uses an API or webhook to push events into a single ingestion point.
- CRM: Send contact and lead IDs from HubSpot, Jobber, or QuickBooks contact exports.
- Calendar: Subscribe to calendar events or use calendar webhooks for show times.
- MLS / listing: Poll MLS API for listing status and match listing IDs to scheduled showings.
- Door sensor / keypad: Push check-in events via a webhook or MQTT broker into the ingestion service.
Use Make or Zapier for simple integrations. For more control, run a small Python or AWS Lambda function to normalize events, append context (listing ID, agent ID), and write to a central ledger.
Implementation notes for speed
Start with a single pipeline: webhook → normalization → write-audit. Use Google Sheets or a lightweight database as a staging buffer. If retry logic is needed, add a small queue (SQS or Make delay). Keep the first deployment to one property and one agent to validate data flow quickly.
Workflows: data plumbing and automated follow-up
Events flow through parity checks and triggers. Parity checks ensure a showing event has matching calendar and listing records before notifying the agent.
- Parity check
- A quick verification that event data matches calendar time and listing ID.
- Webhook dedupe
- Reject duplicate events using a short-term cache keyed on event ID.
- Audit trail
- Append a SHA-256 of the event payload when persisted for tamper-proof evidence.
Once parity is OK, the system auto-notifies the agent and the owner. It also updates listing status if needed and triggers a marketing action—send a postcard or an email.
- Agent notification via HubSpot or SMS for live updates.
- Postcard send trigger via PostcardMania API when an open-house hits a set attendance threshold.
- Log every step to Google Sheets for quick audits, or push to a database for dashboards.
Extra: instant follow-up automation
On check-in: write the event, then queue a follow-up action. Use Make or a small Python worker to send a personalized postcard task to PostcardMania and an email sequence in HubSpot. Store the action IDs alongside the event hash for traceability.
Measure impact: dashboards and numbers
Measure changes with simple KPIs. A sample setup shows lower manual entry and clearer ROI for marketing tied to showings.
| Time | Agent | Action | Signature |
|---|---|---|---|
| Agent01 | GuestCheckIn | e3b0c44298fc1c149afbf4c8996fb92427ae41e4649b934ca495991b7852b855 |
|
| Agent01 | PhotoUpload | 9f86d081884c7d659a2feaa0c55ad015a3bf4f1b2b0b822cd15d6c15b0f00a08 |
|
| Agent02 | OpenHouseStart | 2d711642b726b04401627ca9fbac32f5da7f8c3df6a2d3d8b6e1a2f0d3b5f0e7 |
|
| Agent02 | GuestCheckOut | 3f79bb7b435b05321651daefd374cd21b4f1b6f9f3f22e6adabd3da8a6f2b1a9 |
|
| Notes: This table stores a SHA-256 payload hash for auditability. Use these records to match marketing sends (PostcardMania) and CRM activity (HubSpot). Search keywords: showing audit, open house tracking, tamper proof logs. | |||
Typical early results show a large drop in manual entry. For example, after automation:
- Manual entry time drops by about 60% on small teams.
- Dashboards show real-time guests per showing and turnouts per open house.
- Marketing ROI becomes measurable when postcard sends link to specific event hashes.
Best practices: controls, ownership, and campaigns
Keep clear rules so data stays clean and usable.
- Log gaps: Record mismatch reasons and worker retries. Keep a simple “gap” table for manual review.
- Opt-in data ownership: Collect explicit consent where required and store consent timestamps.
- Access rules: Restrict write access to the ingestion service. Allow broad read-only access for dashboards.
- Direct mail tie-in: Trigger targeted direct-mail campaigns when attendance thresholds are met. Use PostcardMania to run small batches tied to event hashes.
Policies and ethical notes
Keep audit trails visible to clients. Don’t redact timestamps. Ensure tamper-proof signatures are stored separately from the display layer. This supports honest reporting standards and client data ownership.
Developer tools and system notes
Suggested stack: ingestion via Make or Zapier for rapid tests; Python or AWS Lambda for normalization and hashing; Google Sheets for quick audit views; HubSpot and PostcardMania for follow-up workflows; QuickBooks or Jobber for billing links where needed.
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