Stages/Statuses

Updating the stage in Follow Up Boss will update the Status in Zillow. Updating the Status in Zillow will update the Stage in Follow Up Boss.

Assignments

When a lead is reassigned to a new agent in FUB or Zillow, the assignment will be updated in both systems. If a lead is assigned to a Pond in Follow Up Boss, the lead will not be reassigned in Zillow (keeping the My Agent relationship the same). Once a lead is claimed from the Pond in Follow Up Boss, the assignment will be updated in Zillow. 

If a lead is assigned in Follow Up Boss to an agent that doesn’t exist in Zillow, Zillow will send an email notification to the Team Lead in Zillow and the assignment will not be changed in Zillow. If the lead is assigned in Zillow to an agent that doesn’t exist in Follow Up Boss, the assignment will not be changed in Follow Up Boss.

Lead Events

When there is a new lead from Zillow or a new inquiry on an existing Zillow lead, the inquiry will show on the Follow Up Boss timeline.

Notes/Call Logs

When a note is added in Follow Up Boss, a note will also be added to the contact in Zillow which can fulfill an update requirement from Zillow.

When a note is added in Zillow, a note will also be added to the profile in Follow Up Boss. Currently, notes will be attributed to the Team Lead in both systems. Notes added by a third-party source (ex. Zapier) will not sync to Zillow for privacy purposes.

Deal/Transactions

When a deal is created in Follow Up Boss and includes the required information to sync (street number, street name, city, state, and zip code), you can choose to sync the deal to Zillow. Once synced, you will see the Zillow icon next to the Deal and you will see it listed under Transactions in Zillow.

When a deal is created in Zillow, it will be automatically created in Follow Up Boss in the first stage of the first Deal pipeline. After a deal is created in Follow Up Boss, the "Sync to Zillow" option will appear. If a deal is deleted in Follow Up Boss, the corresponding transaction will be canceled in Zillow. If you do not want to cancel the transaction in Zillow, you can archive the deal in Follow Up Boss instead. 

Currently, only Zillow Deals can have a property associated. Therefore, in order to see the Property Address field, the deal needs to have a Zillow Agent as well as a Zillow Lead. 

Tip: To prevent duplicate transactions, be sure only to create deals in one place. 

⚠️ Warning: Do not delete deals in FUB unless they have been canceled. Archive the deal for all other use cases. 

Communication Signals

When an agent sends a text, makes a call, or sends an email within Follow Up Boss, will send a communication signal to Zillow which will fulfill an update requirement in Zillow.

The content of text messages, emails, and call recordings are not shared with Zillow.

Call notes from Follow Up Boss will sync to Zillow as a note.

Emails, initial text, and notes added by an action plan will sync to Zillow and fulfill the communication requirements. Batch Emails fulfill communication requirements.

Note: The communication signals do not extend the My Agent Relationship. The My Agent Relationship must be extended through the PA App. 

Tags

All Zillow Tags added to a contact will be added to Follow Up Boss prefixed with "Zillow". Tags added in Follow Up Boss do not sync back to Zillow. Here is an example of some of the tags that can be added:

• Zillow Connected
• Zillow Nurture
• Zillow Property Tour
• Zillow Direct Call
• Zillow No Response
• Zillow Not Ready
• Zillow Working With Agent
• Zillow Renter
• Zillow Direct Tour
• Zillow ZHL Interested
• Zillow ZHL Transferred
• Zillow ZHL Preapproved
• Zillow ZHL Pending Transfer
• Zillow Showcase
• Zillow High Intent
• Zillow Real-time tour
• Zillow ZHL Statuses
• Zillow Re-Engaged Buyer
• Zillow Specific Home Interest

Learn more about Zillow Contact Tags here.

Price

When the pricepoint in Zillow is updated or the Price in Follow Up Boss is updated, the change will be reflected in both Zillow and Follow Up Boss. 

Viewed and Saved Properties

When a lead has an active My Agent Relationship, Viewed and Saved Property events will be sent to Follow Up Boss.