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Export Open House Leads to CSV, Contacts & CRM

Export open house leads to CSV, PDF, vCard, or straight into your CRM in one tap, and keep them exportable even if your subscription lapses.

  • Works with no Wi-Fi
  • No lender ads
  • Visitor data never sold
Export Open House Leads to CSV, Contacts & CRM

Automatic delivery to six CRMs, plus a one-tap CSV that fits every other tool ever made.

6

one-tap export formats

CSV, PDF, vCard, email, clipboard, and the iOS share sheet

6

CRMs connected natively

Follow Up Boss, HubSpot, BoldTrail, kvCORE, Lofty, Sierra

$0

to keep your leads

Every lead stays viewable and exportable, even after you cancel

How it works, in depth

Export open house leads in under a minute, in the format your workflow actually uses. That is the entire job of OpenHouse's export screen. The app captures and qualifies visitors at the door, and the moment the event ends, everything it learned is yours. CSV for a spreadsheet, PDF for a printout or a seller, vCard for Apple Contacts, a pre-addressed email, plain text on the clipboard, or a straight send into the CRM you already use. No account needed to export, and no waiting on a spinner. You tap, you pick a format, the leads leave. Or let OpenHouse deliver them to your CRM on its own.

That sounds like table stakes. It is not. Plenty of sign-in apps treat your visitor list as their asset, gated behind a dashboard login or quietly shared with a lender partner. OpenHouse goes the other way. Your leads send to your CRM automatically, and they stay yours: you can see them, export them, and take them anywhere, any time. The rest of this page covers each export format with a real use case, then the CRMs OpenHouse delivers to on its own. It ends with the guarantee that matters most: you can still export open house leads after you stop paying.

Automatic delivery to your CRM, without the lock-in

Here is the trap in this category. Most tools that promise an automatic CRM sync also make your visitor list their asset. It lives behind their dashboard, it can be mined for lender partnerships, and getting it back out is a project. You get convenience and lose ownership.

OpenHouse gives you the convenience without the trade. Leads send to Follow Up Boss, HubSpot, kvCORE, BoldTrail, Lofty, and Sierra automatically after each event. And because every lead is also a plain CSV or vCard underneath, you are never boxed in:

  • You always see what left. Export the file yourself any time and you know exactly what you have, when, and where it went.
  • You can switch anything. Change CRMs or change sign-in apps without untangling a proprietary pipe. Open formats travel with you.
  • You keep your data if you stop paying. More on that below.

Automatic when you want it. Portable always. That is the difference between a tool that delivers your leads and a tool that holds them. And for a listing with no signal, capture still happens offline on iPad and iPhone, then the leads send once you are back online.

OpenHouse web dashboard connections page showing one-click setup for Follow Up Boss, HubSpot, BoldTrail, Lofty, Sierra Interactive, Zapier, and more

OpenHouse is not a CRM and does not want to be one. It captures and qualifies visitors, then hands them to you. That narrow scope is on purpose, and it matches everything else OpenHouse does.

Every way to export open house leads, and when to use each

Six formats, six different Mondays. Here is when each one earns its keep.

FormatBest forConnection needed?
CSVCRM import, spreadsheets, mail-merge listsNo
PDFPrinting, compliance records, sharing with a sellerNo
vCard / ContactsCalling and texting from your iPhone todayNo
EmailSending the lead list to yourself or an assistantYes (to send)
ClipboardPasting emails into a BCC line or a text threadNo
Share sheetDirect handoff to a CRM app, AirDrop, Messages, DriveDepends on target

CSV: the universal spreadsheet

CSV is the workhorse. Every lead from the event lands in one clean spreadsheet file: name, phone, email, representation status, timeframe, notes, sign-in time. Open it in Numbers or Excel and sort the hot leads to the top, or feed it to any CRM's import tool. Some agents keep a master spreadsheet of every open house they have ever run, and it works. Export open house leads to CSV after each event and that spreadsheet is the whole system. There is a reason roundups like The Close's open house app guide keep hammering on lead handoff. An app that captures fifty names and exports zero of them cleanly captured nothing.

PDF: the human-readable record

Export open house leads to PDF when the reader is a person rather than a database. You get a formatted sign-in record: a compliance file for your broker, a printed backup for your transaction folder, an attachment for the listing agent when you sat someone else's open house. Sellers also read a PDF at a glance, though if the goal is impressing the seller, you can turn the same data into a seller report instead of sending a bare visitor list.

vCard and Apple Contacts: call them tonight

The fastest follow-up channel a solo agent has is the phone already in their pocket. The vCard export turns each lead into a standard contact card you can add straight into Apple Contacts, which means caller ID, iMessage, and FaceTime know who "Dana from the Maple St open house" is before you have left the driveway.

vCard export for real estate leads is criminally underrated. Export open house leads into Contacts within an hour of the event and your first text lands while the showing is still fresh in the buyer's mind. NAR's research on buyer and seller behavior has documented for years how heavily buyers lean on the first agent who responds. Speed is the cheapest advantage there is.

Email: send the list anywhere

The email export drops your lead list into a pre-composed message. Send it to yourself for archiving, or to your CRM's email-to-lead inbox if it has one (Follow Up Boss can ingest forwarded leads). It is also the simplest way to export open house leads to an assistant who handles your data entry.

Clipboard: the duct tape option

Sometimes you just need the email addresses. The clipboard export copies leads as plain text so you can paste them into a BCC line for a "thanks for coming" blast, into a group text, or into any field in any app that accepts text. No format negotiation, no import wizard. Duct tape, in the best sense.

Share sheet: straight into your CRM's app

The iOS share sheet is the most direct route from sign-in app to CRM. Export open house leads to the CRM app installed on your phone and its own import flow takes over from there. The same sheet reaches AirDrop (hand leads to a co-listing agent standing next to you), Messages, Mail, Files, Drive, and Dropbox. One export surface, every destination iOS knows about.

One-tap CRM handoff of open house leads from the OpenHouse iPhone app

CRM handoff walkthrough: CSV into Follow Up Boss

Here is how to export open house leads into Follow Up Boss, from closed front door to pipeline. The same shape works for LionDesk, Wise Agent, or anything else with a CSV import. If your pipeline lives in a bigger platform, the same export drops cleanly into BoldTrail or kvCORE too.

  1. End the event in OpenHouse. Your leads are already qualified from sign-in (hot unrepresented buyers, represented visitors, neighbors), so there is no triage step.
  2. Tap Export → CSV. The file is generated on-device, instantly. No upload, no processing queue.
  3. Get the file to your CRM. Share the CSV to Files or email it to yourself, then open your CRM's import tool (in Follow Up Boss: Admin → Import). Or share straight to the CRM's iOS app if it accepts files.
  4. Map the columns once. Name, email, phone, and notes map in seconds, and most CRMs remember the mapping for next time.
  5. Tag the import. Tag every row with the property address ("OH-142-Maple-St") so your automations and your memory both know where these people came from.
  6. Start following up. The leads hit your pipeline within minutes of locking the door. Grab follow-up templates to send after you export and put the speed to use.

Total time, with practice: about two minutes. That is the brittle-sync trade-off in concrete terms. Two minutes you watch happen, versus a background process you have to trust.

Getting open house leads into the CRM you actually use

OpenHouse connects to six CRMs directly, so leads send into them after each event with no import step. You paste one API key on the CRM connections page, and from then on every sign-in posts to your pipeline on its own. For every other CRM, you get a clean CSV (or vCard, or share-sheet handoff) that drops into any CRM ever invented, because CSV has been the universal handoff format for thirty years and nothing has replaced it. Here is how that plays out in the platforms agents ask about most.

Export open house leads to Follow Up Boss

Follow Up Boss is the CRM of choice for a lot of high-volume solo agents and small teams. The fastest path is the native connection: paste your FUB API key once and every sign-in posts as a Visited Open House event, deduped and tagged, with your action plans firing on their own. The connect OpenHouse to Follow Up Boss guide walks through it. If you would rather keep it manual, its CSV import is straightforward too. After the event, tap Export → CSV in OpenHouse. In Follow Up Boss, head to Admin → Import Contacts, upload the file, and map the columns, name, email, phone, and notes translate cleanly. Tag the import with the property address so your smart lists and action plans know the source. Some agents also use Follow Up Boss's email-to-lead inbox: OpenHouse's email export sends your lead list as a formatted email, and Follow Up Boss can ingest that as individual contacts if you forward it to your FUB inbox address. Either path gets your leads in within a few minutes of locking the door.

Export open house leads to kvCORE or BoldTrail

The native connection is the quickest route here too: paste your BoldTrail API token once and each sign-in becomes a contact with the deal type set and a qualifier note attached. See connect OpenHouse to BoldTrail and kvCORE for the token steps. Prefer to do it by hand? kvCORE and its rebranded successor BoldTrail both accept standard contact CSV imports through their lead management tools. The column structure OpenHouse exports, name, email, phone, representation status, timeframe, notes, maps to the standard fields both platforms expect. Import, set the lead source to the property address, and assign to a drip if your brokerage has one set up. You can also compare how OpenHouse pairs with BoldTrail if you want a deeper look at how the two tools sit in the same workflow without duplicating each other.

Export open house leads to Salesforce

Salesforce's Data Import Wizard accepts CSV files and maps them to Lead or Contact records. Export from OpenHouse, open the Import Wizard (Setup → Data → Data Import Wizard), choose Leads, upload the file, and map the fields. If your brokerage has a custom Salesforce org with real estate fields, the notes column from OpenHouse (buyer timeline, representation status) can map to whatever custom field your admin set up. For individual agents on a standard Salesforce org, the out-of-the-box Lead fields cover everything OpenHouse captures.

Export open house leads to HubSpot

HubSpot's free tier is enough to receive open house leads natively: create a Private App token, paste it into OpenHouse, and each sign-in becomes a contact with the visit saved as a note. The connect OpenHouse to HubSpot guide has the token steps. If you would rather import in bulk, HubSpot's Contacts import accepts CSV with a header row. Export from OpenHouse, go to Contacts → Import in HubSpot, upload the file, and map name, email, and phone. HubSpot will flag duplicates automatically if a visitor is already in your CRM. Add the property address as a note or a custom property on import, and your open house contacts land in whatever pipeline stage you have set for new leads.

Export open house leads to Google Sheets

Google Sheets is not a CRM, but it is a perfectly functional lead log for agents who are not ready to pay for one. Export a CSV from OpenHouse, open the Sheets app on your iPhone and import the file, or share it directly to Sheets via the iOS share sheet. From there you can sort by timeframe, color-code hot leads, or use a mail-merge add-on to send a follow-up email to the full list. A lot of agents keep a master Sheets tab, one row per open house visitor, one tab per property, as a lightweight alternative to a full CRM. OpenHouse's CSV columns slot straight in.

Export open house leads to Mailchimp

Mailchimp's audience import accepts a CSV with at minimum an email column and an optional first/last name column. Export from OpenHouse, go to Audience → Import Contacts in Mailchimp, upload, and assign a tag for the property or event date. Your open house visitors are now in a Mailchimp audience and ready for a follow-up sequence, a "thanks for coming" email, a market update, or a listing announcement when something relevant hits the market.

Export open house leads to LionDesk

LionDesk has a CSV import under the Contacts section. The fields OpenHouse exports, name, email, phone, notes, match LionDesk's standard contact model. After import, you can assign a drip campaign directly from the import screen. LionDesk also supports texting from inside the CRM, which pairs well with the speed-of-follow-up argument: export open house leads to LionDesk within an hour of the event, trigger a text drip, and your first touchpoint lands the same afternoon.

Export open house leads to Sierra Interactive

Sierra connects natively as well: paste your Sierra API key and each sign-in posts as a lead with tags and a note, and OpenHouse suppresses the portal registration email so your visitor is never cold-emailed a login. The connect OpenHouse to Sierra Interactive guide covers it. For a bulk load, Sierra Interactive's CRM also accepts lead imports via CSV through the admin panel. The process follows the same shape as the others: export from OpenHouse, import in Sierra, map columns, set the lead source. Sierra's routing rules can also assign the imported leads to a follow-up plan automatically on import, which means the manual step is just the upload, the drip starts itself.

Does Follow Up Boss have an open house app?

This comes up often enough to address directly: Follow Up Boss does not have a dedicated open house sign-in app. FUB is a CRM, it is built for pipeline management, action plans, and team routing, not for collecting names at a front door. There is no kiosk mode, no single-screen sign-in form built for a visitor to fill out, and no offline capture flow designed for a tablet propped up on a granite countertop.

That gap is exactly what OpenHouse is built for. The two tools are not competitors, they sit in sequence. OpenHouse handles the open house itself: single-screen sign-in, visitor qualification (represented or not, timeframe, notes), offline capture so a dead Wi-Fi connection does not cost you a lead. When the event is over, OpenHouse sends the leads into Follow Up Boss for you, and FUB's pipeline machinery takes over from there.

If you are already a Follow Up Boss user, the workflow is: run OpenHouse at the door, close up, and your leads are already in FUB, tagged with the property address, before you reach the car. FUB's action plans handle the follow-up from there. You get purpose-built capture at the front end and purpose-built pipeline management at the back end, without asking either tool to do something it was not designed for. Prefer to keep it manual? The one-tap CSV export still works.

The read-only guarantee: your leads outlive your subscription

The quiet fear behind every "should I trust this app with my leads?" question is lock-in, and it is a rational fear. Spacio shows the shape of it without anything going wrong: the app is still on the App Store, last updated in May 2026, and it arrived there through two acquisitions, so agents with years of open house history in it have watched their records change owners twice without a vote. Lock-in is not always about shutdowns, either. Curb Hero is free and genuinely popular, but its own help center explains how lenders are paired with your listings and how visitor info is shared when buyers opt into mortgage questions. The business model runs through your sign-in data.

OpenHouse answers this with architecture instead of a promise buried in the terms. Leads are captured on your device first, they work with no signal, and cloud sync is yours to switch on when you want your leads on every device and in your CRM. If your subscription lapses, the app drops into a data-safe read-only mode. You cannot run new events, but you can still view and export open house leads in every format, indefinitely. Your leads stay exportable even if you cancel. That is the deal, in writing, because an export feature you can lose was never really an export feature.

If you capture a lead at your open house, that lead is yours, on day one of the trial and on the day after you stop paying. Try it during the trial and see how fast you can export open house leads. The export screen is the feature everything else is built around.

Frequently asked questions

What formats can I export open house leads in?

OpenHouse exports leads as a CSV spreadsheet, a formatted PDF, vCard files for Apple Contacts, a pre-addressed email, plain text on the clipboard, or anything the iOS share sheet can reach. Every format is one tap from the event screen.

Can I get open house leads into my CRM, like Follow Up Boss?

Yes. OpenHouse connects to Follow Up Boss, HubSpot, kvCORE, BoldTrail, Lofty, and Sierra Interactive directly, so once you paste an API key on the connections page, every sign-in sends to your pipeline on its own after the event. Using a different CRM? Export a CSV or share leads to your CRM's iOS app via the share sheet. It works with anything that accepts a CSV or contacts, and your leads are never trapped in OpenHouse.

Do I lose my leads if I cancel my OpenHouse subscription?

No. If your subscription lapses, OpenHouse switches to a data-safe read-only mode. You can no longer run new events, but every lead you captured remains viewable and exportable in every format, forever.

Does exporting open house leads require an internet connection?

Generating the export does not, CSV, PDF, vCard, and clipboard exports are built entirely on your device. You only need a connection for the final step if you are emailing leads or sharing them to an online CRM.

Does OpenHouse deliver to my CRM automatically?

Yes, for the six CRMs it connects to directly. After each event, every captured lead posts to your CRM on its own, and the delivery log shows you exactly what sent and what the CRM returned, so nothing fails silently. For any other CRM, delivery is an explicit one-tap export. Either way there is no always-on two-way sync mining your data in the background, and your leads live on your device first.

Does Follow Up Boss have an open house app?

Follow Up Boss does not have a dedicated open house sign-in app. It is a full-featured CRM built for lead follow-up and pipeline management, not door-duty capture. OpenHouse fills that gap, run sign-in on your iPad, export the CSV, and import it into Follow Up Boss in a couple of minutes. The two tools sit in sequence, not in competition.

How do I get open house leads into kvCORE or BoldTrail?

Export a CSV from OpenHouse after the event, then use kvCORE's or BoldTrail's CSV import tool to bring the leads in. Both platforms accept standard contact CSV files. Map name, email, and phone, tag the source as the property address, and your leads land in your pipeline. See the OpenHouse vs BoldTrail comparison for more on how the tools pair together.

Can I export open house leads to Google Sheets?

Yes. Export a CSV from OpenHouse and open it directly in Google Sheets, or share the file to the Sheets app via the iOS share sheet. From there you can sort, filter, or build a mail-merge list. A lot of agents use Sheets as a master open-house log with one row per visitor and one tab per property.

Can I import open house leads into Mailchimp?

Yes. Mailchimp's audience import accepts a CSV with name and email columns. Export from OpenHouse, import into your Mailchimp audience, tag the source with the property address or event date, and your open house visitors are ready for a follow-up email sequence.

Common questions

What formats can I export open house leads in?

OpenHouse exports leads as a CSV spreadsheet, a formatted PDF, vCard files for Apple Contacts, a pre-addressed email, plain text on the clipboard, or anything the iOS share sheet can reach. Every format is one tap from the event screen.

Can I get open house leads into my CRM, like Follow Up Boss?

Yes. OpenHouse sends leads to Follow Up Boss, HubSpot, kvCORE, BoldTrail, Lofty, and Sierra Interactive directly, so they land in your pipeline automatically after the event. Using a different CRM? Export a CSV or share leads to your CRM's app. It works with anything that accepts a CSV or contacts.

Do I lose my leads if I cancel my OpenHouse subscription?

No. If your subscription lapses, OpenHouse switches to a data-safe read-only mode. You can no longer run new events, but every lead you captured remains viewable and exportable in every format, forever.

Does exporting open house leads require an internet connection?

Generating the export does not, CSV, PDF, vCard, and clipboard exports are built entirely on your device. You only need a connection for the final step if you are emailing leads or sharing them to an online CRM.

Does OpenHouse send leads to a CRM automatically?

Yes, for the CRMs OpenHouse connects to directly: Follow Up Boss, HubSpot, kvCORE, BoldTrail, Lofty, and Sierra Interactive. Once an event ends, every lead sends to your CRM on its own, tagged with the property address. Prefer to keep it manual, or use a CRM that is not on the list? The one-tap CSV, vCard, and email export still reaches anything. Either way, your leads are never trapped in OpenHouse.

Does Follow Up Boss have an open house app?

No. Follow Up Boss is a CRM built for lead follow-up and pipeline management, not door-duty capture, and it has no open house sign-in app of its own. OpenHouse fills that gap and sends every open house lead into Follow Up Boss automatically once you close the door.

How do I get open house leads into kvCORE or BoldTrail?

OpenHouse connects to kvCORE and BoldTrail directly, so leads send to your pipeline automatically after the event, tagged with the property address. You can also export a CSV and use their import tool if you would rather do it by hand.

Can I export open house leads to Google Sheets?

Yes. Export a CSV from OpenHouse and open it directly in Google Sheets, or share the file to the Sheets app via the iOS share sheet. From there you can sort, filter, or build a mail-merge list with no additional tools.

Can I import open house leads into Mailchimp?

Yes. Mailchimp's audience import accepts a CSV with name and email columns. Export from OpenHouse, import into your Mailchimp audience, tag the source, and your open house visitors are ready for a follow-up sequence.

Run your next open house from one app

Capture visitors, qualify buyers, and hand off leads, even with no Wi-Fi.

Keep exploring

integrations

Connect OpenHouse to Follow Up Boss

Paste one API key and every open house sign-in posts to Follow Up Boss as a Visited Open House event, deduped, tagged, and ready for your action plans.

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integrations

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.

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guides

Open House Follow-Up Email Templates That Get Replies

Open house follow up email templates by visitor type: 10 copy-ready scripts with subject lines, timing, and the 48-hour window.

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