Introduction

If you have a Zillow account, you can connect Zillow to your Lofty CRM. This feature allows you to integrate all of your new leads who sign up on Zillow directly into Lofty. The instructions provided here will show screenshots for "Premier Agent," but you can connect your standard Zillow account with the same steps.

Note: Please visit this article to learn more about the Zillow two-way integration: Zillow Two-Way Integration

 

Summary

• Zillow Integration Steps
• Zillow Settings in Lofty
• Zillow Lead Routing 
  • Option 1: Lofty Lead Routing
  • Option 2: Zillow Lead Routing
• Zillow Lead Tagging
• Zillow Property Information
• Testing the Integration

 

Zillow Integration Steps

Navigate to https://premieragent.zillow.com/ and sign in at the top-right:

 

Select your name at the top-right where it says "Hello, [first name]" and click on Inbox:

 

Click your photo to open the menu, select “Settings”

 

Click on “App Integrations” under “General” in the menu on the left side of the page.

 

Click the “Link app” button under the One-Way Integrations section and select your CRM in the “Partners” drop-down menu, click “Next”:

 

Select Lofty from the Partners drop-down list and then click on "Next":

 

It will ask for an email address. Add the email address you use to log into Lofty This is how Zillow finds your Lofty account which is why it needs that specific email address. Click "Save" once you have added the email address.

 

Once you have done the above steps, you should see Lofty listed on the partner list:

 

Zillow Settings in Lofty

Team Lead vs. Private Lead

A Team Lead is one that can be accessed (only by those with admin access or assigned to the lead) for better collaboration. A Private Lead can only be seen by the person who has added that lead and no one else. To learn more about this concept, review the following: Lead Privacy: Team Leads vs. Private Leads. To edit the setting for Zillow Leads, navigate to Settings > Lead Capture > Toggle On/Off "Imported as Team Leads":

 

Auto Welcome Email

The Welcome Email will welcome a new lead to your website and provide them with login credentials to browse listings on your site. There is no separate template for different sources so it is the same Welcome Email sent to leads regardless of the source. To learn more about the Welcome Email, see Set Up the Welcome Email. If you want to edit this for Zillow specifically, navigate to Settings > Lead Capture > Toggle On/Off "Send Welcome Email".  

 

Zillow Lead Routing 

***This section is very important to review in order to have a distribution process in place for new incoming Zillow leads.

 

Option 1: Lofty Lead Routing

If the lead comes in as a Team Lead (as defined above), it will be distributed via Lofty lead routing. Reference this article to learn more about Lofty lead routing: Lead Routing Rules. Some teams will elect to bring in their leads from one Zillow account and distribute them within Lofty to many agents. In this scenario, you would only integrate Zillow at the Team Admin/Owner level, bring leads in as Team Leads, and then make sure lead routing rules in Lofty are set up for distribution.

 

Option 2: Zillow Lead Routing

If you want a lead to follow lead routing that takes place at Zillow and have that matched on the Lofty side, follow these steps:

1. Every individual Lofty user needs to set up the integration separately. This means that all team agents should follow the steps above to connect each of their Lofty accounts with Zillow. 

2. Then, the Team Admin/Owner needs to do the following:

(a) Navigate to Settings

(b) Click on Lead Routing on the left menu

(c) Click on the blue Lead Options box

(d) In the Manage New Lead Options menu, scroll to Zillow under Personal Source

(e) Toggle Off the switch for Zillow

(f) Click on the blue "Save" button

As long as it is set up this way, new Zillow leads that are routed at Zillow will also be assigned to the same person in Lofty if they have their account set up.

 

Zillow Lead Tagging

If integrated correctly (see Zillow Integration), Zillow leads will have additional information added to their lead profile. Basically, what this means is that Zillow sends additional information toLofty via API and Lofty will add this information as tags. The following table outlines what is sent from Zillow and what the corresponding tag will be in Lofty:

 

The following scenarios apply when the additional info from Zillow is combined:

• If IsConnected=true and the Contact Message does or does not have the word "Connected," then the system will only add a "Connected" tag
• If IsConnected=false but the Contact Message has the word "Connected," then the "Zillow Concierge" tag will be added
• If IsTour=true and the Contact Message does or does not have the word "Property Tour," then the system will only add a "Zillow Property Tour" tag
• If IsTour=false but the Contact Message has the word "Property Tour," then the system will add a "Zillow Property Tour" tag

"Connected" in Zillow's terms, refers to leads that have left a message and have been connected to you via the Zillow Concierge service. For example, here is a note that is added to Lofty that would contain this information:

 

"Tour" refers to a lead who has requested a tour via Zillow.

So, you will want to take a look at the different tags and scenarios and potentially build out a Smart Plan to auto-respond or trigger tasks depending on your workflow. Or, at least, you can use the tags to easily filter your leads in the future or have the necessary background when referencing a lead profile page.

 

Zillow Property Information

When leads are brought into Lofty from Zillow using this direct integration method, Lofty will parse the property information sent by Zillow and add a property to the lead record in Lofty under Engagement > Properties:

 

The additional information that will be added includes the following:

• Address (street, city, state, zip)
• Price
• MLS Number
• Listing Status
• Zillow Property URL
• Bedrooms/Bathrooms

When the address to the property is clicked on the lead record, the user will be redirected to the Zillow listing page.

Here is a sample of what that property would be recorded as:

 

Testing the Integration

It is always a good idea to test a lead to make sure the integration is working correctly. One way to do this is to submit a message via the contact form on your agent page.

1. Access your profile on Zillow

2. Add a message

3. Click Contact.

3. Go to the People page in your Lofty CRM to make sure the lead has entered the system: 

 

Questions?

If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <support@lofty.com>, by phone at 1 (855) 981-7557, or by chat with us through your Lofty CRM.

 

Related terms: Zillow, One-way integration, Two-way integration, Zillow Premier Agent