The Zillow Workspace Integration with Follow Up Boss allows you to manage all your contacts centrally, reducing duplicate entries and improving accuracy between dotloop, FUB, and ShowingTime.
Step 1: Connect Follow Up Boss
Admins and agents can connect their Follow Up Boss account by logging in to Workspace on the desktop and navigating to My Account in the upper right-hand corner.
Then select Connected Experiences on the left-hand side and click Connect FUB Profile.
Step 2: Consent to data sharing
Accept the data-sharing consent to share data between Follow Up Boss and Zillow Workspace.
Step 3: Log in to Follow Up Boss
Once you accept data sharing, a new tab will open, prompting you to log in to your FUB account.
Step 4: Grant access to Zillow Workspace
Grant Zillow Workspace access to FUB data.
Once access has been granted, the tab will close, and you will be redirected to Zillow Workspace.
Step 5: Enable contact syncing
Note: These selections are defaulted to ON and 30 days. Once your selections have been made, click Enable.
Sync Follow Up Boss Contacts to Workspace
- On: Newly created and updated contacts from your FUB account will be automatically synced to Zillow Workspace.
- Off: FUB contacts will not be synced to Zillow Workspace.
Import Your Contacts Created or Updated in the Past
You can also perform a one-time import of existing contacts from your FUB account into Zillow Workspace. This import lets you pull in contacts created or updated within a selected timeframe—from the past 30 days up to the past 2 years. New contacts created in FUB will continue to sync automatically going forward.
Adding a contact to a listing
Agents and admins can add contact(s) to a listing in the People section of the Overview screen.
Search & add
The search function can be used to find matches in an agent’s rolodex, which includes synced FUB contacts.
If a match is selected, the agent will be able to view a summary of the contact before adding it to the listing.
Add contacts manually
If a match isn’t found, the contact can be added manually.
A manually created contact will be added to the agent’s rolodex and can be added to additional listings.
Note: For now, manually created contacts do not sync back to FUB.
Adding contacts during listing creation
Contacts can also be added when a listing is being created.
Users can look up an existing contact from their FUB synced contacts or add a new contact manually.
After selecting a matched contact or adding manually, the contact will be added when the listing is created.
Managing Contacts
- The contacts rolodex can only be accessed via a listing.
- Removing a contact from a listing does not delete the record from the rolodex (or from other systems such as FUB).
- To edit a FUB-synced contact, use the link to redirect to FUB and update the contact. Those updates will flow back to Zillow Workspace.