Introduction

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

 

Summary

• Zillow Integration Steps
• Zillow Settings in Chime
• Zillow Lead Routing 
  • Option 1: Chime Lead Routing
  • Option 2: Zillow Lead Routing
• Zillow Lead Tagging
• Zillow Property Information
• Testing the Integration
• Zillow Two-Way Integration (Beta)

 

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 Chime 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 Chime. This is how Zillow finds your Chime 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 Chime listed on the partner list:

 

Zillow Settings in Chime

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: Chime Lead Routing

If the lead comes in as a Team Lead (as defined above), it will be distributed via Chime lead routing. Reference this article to learn more about Chime lead routing: Lead Routing Rules. Some teams will elect to bring in their leads from one Zillow account and distribute them within Chime 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 Chime 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 Chime side, follows these steps:

1. Every individual Chime user needs to set up the integration separately. This means that all team agents should follow the steps above to connect each of their Chime 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 Chime 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 to Chime via API and Chime will add this information as tags. The following table outlines what is sent from Zillow and what the corresponding tag will be in Chime:

 

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 Chime that would contain this information:

 

"Tour" refers to a lead that 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 Chime from Zillow using this direct integration method, Chime will parse the property information sent by Zillow and add a property to the lead record in Chime 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 Chime CRM to make sure the lead has entered the system: 

 

 

Zillow Two-Way Integration (Beta)

A two-way integration is currently being beta tested. Note: Both one-way and two-way integrations will be available with Zillow, but if both are connected, information will be synced according to the two-way integration. 

 

Instructions

Important: 

• Before connecting Chime to Zillow, make sure that you have your Status and Assignee up-to-date in Zillow for your clients because that is the information that will be synced into Chime upon initiating the integration. Failure to do so may cause issues syncing when importing your leads.
  • *The integration will go back and sync in the last six months of data, so please ensure that these updates are made back to that point.
• Ensure that anyone in Zillow routing has active accounts in both Zillow and Chime and that they integrate their Chime account to Zillow individually.

Navigate to Settings → Lead Capture and click Two-Way Connect to connect to Zillow via OAuth authentication.

Once connected, Zillow will sync the Contacts that were created in the past six months to Chime. 

When a lead has been successfully mapped to Zillow, the Zillow icon will be added to the lead in both the Lead list page and the detail page.

• Web: Click the Zillow icon to access the Zillow contact page
• APP: Display Only, does not access the Zillow contact page

Mapping and syncing lead Logic

The contacts that Zillow pushes to Chime will have a Zillow assignee and a Zillow owner. The following rules are all judged by Zillow Assignee:

1. Is the Zillow Assignee's email address used for an existing Chime user on the account?
   • That is, is the Zillow Assignee a user on the Chime account?

Yes	No
The system will check to see if the lead already exists on the Chime account	The lead will fail to import to Chime

 

 

2.  Do the Chime account settings allow duplicate Company/Team leads?

Yes	No
The system will check the email addresses of the Team/Company leads whose primary assigned agent is Zillow assignee.	The system will check the email addresses of all Team/Company leads, including deleted leads.
If a matching lead is found, the lead will map successfully and update the lead's information in the Chime CRM.  If no lead is found with a matching email address, a new lead will be created and assigned to the Zillow assignee.	If the lead is found but the primary agent is not the Zillow lead assignee, the lead will fail to import to the Chime CRM. If the lead is found and the primary agent is the Zillow lead assignee, the lead will map successfully and update the lead's information in the Chime CRM. If no lead is found with a matching email address, a new lead will be created and assigned to the Zillow assignee.

• • • •  

Important:

Currently, the two-way Zillow integration only supports creating and mapping Company/Team leads. The Company/Team leads imported by the Zillow two-way integration will not go through any lead routing. When converting a connected Company/Team Zillow lead to a Private lead, the lead will be automatically disconnected from Zillow Contact. One chime lead can only be connected with one Zillow contact.

1. 1. 1. 1. 1.  

What data is synced?

With the two-way Zillow integration, lead and transaction details are synced between your Chime and Zillow accounts. Some data is synced automatically, while other data is only synced when done manually.

Automatic Sync

The following data will be synced automatically between Chime and Zillow:

• Basic Lead Information:
  • Lead Type
    • The Lead Type is only synced from Chime to Zillow
  • First Name
  • Last Name
  • Phone Number
  • Email
  • Mailing Address
  • With Agent Question
  • Buying/Selling Time Frame
• Lead Assignment
  • If the corresponding Chime user is found, the assigned user will be updated to match
  • If the Assignee becomes a Lead Pond or the corresponding Chime user is not found, the assigned user will not be updated
• Lead Communication Log (One-way sync, Chime → Zillow)
  • Calls
  • Texts: Manual/Auto/Logged/Smart Plan Texts
  • Emails: Manual/Auto/Logged/Smart Plan Emails
  • Notes
• Lead Property Inquiries (Zillow → Chime)
  • The following property inquiries will be synced to the lead profile, and search criteria will be added, based on the property information.
    • Lead Property Inquiry Created
    • Lead Tour Inquiry Created
    • Lead Profile Inquiry Created

Manual Sync

The following data will be synced between Chime and Zillow when prompted manually:

• Lead Pipeline
•  
  • If the lead's pipeline pipeline status is changed, a pop-up window will ask you if you also want to change the lead's Zillow Contact Status.
• Transaction
•  
  • This integration only supports syncing Zillow leads‘ transactions from Chime to Zillow.
  • When creating/editing a transaction in Chime, you can choose whether to synchronize the transaction to Zillow.
  • The Close Price must have an amount in order to sync the transaction to Zillow
  • Information that may be synced:
    • Address
    • Transaction Pipeline
    • Close Date
    • Close Price
    • GCI

Zillow Two-Way Integration FAQ

Q: When will the Zillow Two-Way Integration be available for me?

A: The Zillow two-way integration is currently in beta, but will be widely available soon.

 

Q: How do Zillow statuses work in Chime?

A: The Chime "Pipeline" is maintained separately from the "Zillow Status." This means that the Chime pipeline, as configured in Chime, will remain independent from anything occurring at Zillow. However, the integration will work as follows:

(a) There is a unique field on each lead record that is synced with Zillow in Chime called "Zillow Status." Here is where that displays on the lead record: 

This field can be edited manually in Chime and these updates will automatically sync to Zillow. Otherwise, it will automatically update in Chime if edited at Zillow.

Here is where it can be edited in Chime:

 

The way that this works to ensure your activity in Chime keeps Zillow up-to-date is that every time you change a pipeline stage at Chime, you will be prompted to update the status at Zillow:

 

Q: Does Chime allow filtering by Zillow rejected leads on the People Page?

A: No, Chime does not currently support filtering by the Zillow contact status.

 

Q: Can Zillow two-way integration be connected directly in Chime, without having to go to Zillow's settings? 

A: Yes, the Zillow two-way integration is set up through your Chime account. You do not need to set anything up on Zillow.

 

Q: How often is the lead assignment checked? That is, if the lead does not have an assigned user in Chime initially, will it import later if a user becomes assigned?

A: If any associated lead is modified in Zillow or Chime, the update will be synchronized to the other party immediately, with a delay of up to one minute.

 

Q: What contact/lead communication information is synced between Zillow and Chime?

A: A communication log is synced, which has the following format:

• User Name called/emailed/texted Lead Full Name on Date at Time
• Any content saved regarding this communication is not synced.

 

Q: If the Zillow Contact Status is updated, will that field on the Chime lead profile automatically update? 

A: Yes, if the Zillow Contact Status is updated, it will automatically update that field on the Chime lead profile.

 

Q: Can the Zillow Contact Status field on a lead profile be updated manually?

A: Yes, we support changing the Zillow Contact Status in Chime manually.

 

Q: If I am having issues with the two-way integration (beta) and would like to revert back to the one-way integration, is this possible?

A: Currently, yes, it is possible. Eventually, the two-way integration will be the only one supported. If you would like to revert back to the one-way integration, follow these steps:

Step 1: Please provide feedback to your Chime support rep or the Chime Support Team (support@chimeinc.com) as to why the two-way integration is not meeting your expectations. It is important that we address any concerns you have with enhancements.

Step 2: Disconnect the two-way integration in Chime

Step 3: Re-connect the one-way connection by following the steps above: Zillow Integration Steps.

 

Questions?

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

 

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