PA Agents using the Zillow Two Way Sync will now be able to transfer customers to ZHL directly from their Follow Up Boss interface, instead of having to toggle between the FUB CRM and the PA App.
The embedded app can be enabled by an Account Owner or Account Admin here.
Once the app has been enabled on the account, each FUB team member will ‘connect’ the app by logging into their Zillow PA Account.
The ZHL embedded app interface will mirror the PA App Transfer experience which agents are familiar with. To transfer a customer to ZHL, agents will take the following steps:
- Fill out Beth’s contact information and transfer notes.
- Choose to Submit the lead to ZHL
After the lead is submitted, agents will see a confirmation status and be able to return to the interface to track Beth’s status updates as she progresses through the ZHL funnel.