Initial Sync

Leads

Upon approving the integration, a sync will be established for all Zillow leads that have been modified in the last 2 years. Any previously deleted Zillow leads may be readded to the account. You will see that a lead is synced when the Zillow icon appears next to their stage in Follow Up Boss.

The initial sync establishes the connection for information to sync after the connection is established. For example, notes already recorded in Zillow before the connection was established won't sync, but notes recorded after the integration is in place will sync between both systems (see "Ongoing Sync" section below for more detail). 

Note: If you have Zillow leads that have not been modified in the past 2 years that haven't been added to Follow Up Boss, it's recommended to export a CSV of your leads from Zillow Premier Agent App and import them to Follow Up Boss. Alternatively, you can manually add older Zillow leads to Follow Up Boss so that they sync when they become active again.

Status/Stage

Upon approving the integration, all Zillow leads in Follow Up Boss will have their stages limited to the following stages:

• Lead (syncs with Zillow status "New")
• Attempted Contact
• Spoke with Customer
• Appointment Set
• Met with Customer
• Showing Homes
• Listing Agreement
• Active Listing
• Submitting Offers
• Under Contract
• Closed (Syncs with Zillow Status "Sale Closed")
• Nurture
• Trash (Syncing with Zillow Status "Rejected")
  

The above stages will be added to your Follow Up Boss account if they do not already exist. Any Zillow leads that are not in one of the above stages will be automatically updated to their current status in the Premier Agent App. Any Zillow leads that are already in one of the above stages will stay in that stage and the status in the Premier Agent App will be updated to match (The exception is Lead. If a contact is in the stage "Lead" in Follow Up Boss, it will be updated to the current Zillow status). 

Tip: Be sure to review your Smart Lists, Action Plans, and Automations to account for any new stages added to your account.

Zillow Buyer Insights Embedded App

Zillow Buyer Insights Embedded App will be enabled automatically on the account. It can be disabled at any time. The purpose of automatically enabling it is to provide a consistent experience across all Zillow Integration users. Read more about the Zillow Buyer Insights Embedded App.