Zillow and Trulia

Follow

Overview

Send your Zillow leads directly to your Real Geeks CRM in an instant! 

Use this to connect Zillow Sign-Ups with your personal website, and develop stronger relationships with your leads by using the engagement tools located in your CRM. 

 

How the Zillow Integration Works

When a lead signs up on a property through Zillow, the lead will be automatically sent to your Real Geeks CRM. 

There are three methods to send leads to the Real Geeks CRM: 

Use Zillow Lead Assignment
Assign your lead in Real Geeks to the agent they were assigned to in Zillow
Please Note:
The agent must be added to Zillow and Real Geeks, and must use the same email address
Use Real Geeks Lead Assignment
Assign the lead using the Real Geeks Round Robin system setup for your business.
Click Here to learn more about Lead Assignment in Real Geeks
Assign all Zillow Leads to one Agent in Real Geeks
Select one agent who that all Zillow leads should be assigned to within Real Geeks

 

Send Leads from Zillow to Real Geeks

Use Zillow Lead Assignment

  1. Go to the Zillow Integration page in the Real Geeks CRM
  2. Enable the Use Assignment from Zillow toggle
  3. Copy the code below

    zillow-integration-zillow-assign.png

  4. Go to Zillow > App Integrations
  5. Click Link App
  6. Under Partners, select Real Geeks
  7. Click Next
  8. Paste the Code copied from Step 3 in the Real Geeks Zillow Lead Code
  9. Click Save

 

Use Real Geeks Lead Assignment

  1. Go to the Zillow Integration page in the Real Geeks CRM
  2. Copy the code under Let Assignment Happen in Real Geeks
    zillow_integration-rg.png

  3. Go to Zillow > App Integrations
  4. Click Link App
  5. Under Partners, select Real Geeks
  6. Click Next
  7. Paste the Code copied from Step 2 in the Real Geeks Zillow Lead Code
  8. Click Save

 

Assign all Leads to One Agent

  1. Go to the Zillow Integration page in the Real Geeks CRM
  2. Under Let Assignment Happen in Real Geeks, Select your agent's name in the provided dropdown menu

    zillow_integration-rg-agent.png
  3. Copy the provided code
  4. Go to Zillow > App Integrations
  5. Click Link App
  6. Under Partners, select Real Geeks
  7. Click Next
  8. Paste the Code copied from Step 3 in the Real Geeks Zillow Lead Code
  9. Click Save

rg playbook placement.jpg

Was this article helpful?
0 out of 0 found this helpful