Differences

This shows you the differences between two versions of the page.

--- zillow_dev [2018/08/23 21:40]
igor
+++ — (current)
@@ Line 1: / Line 1: @@
-<html>
-<style>
-p img {
-  box-shadow: 0px 0px 17px #888888;
-} </style>
-</html>
-====== Zillow and Trulia ======
-Real Geeks integrates with Zillow using their [[https://www.zillow.com/agent-resources/trends-and-data/tips-and-advice/how-to-set-up-zillows-tech-connect/|Tech Connect program]] so leads generated from Zillow or Trulia can be sent automatically to the Lead Manager.
-**NOTE:** Premium Trulia Leads are not sent through Zillow and therefore not applicable to this integration.
-====== How to connect ======
-To start receiving leads from Zillow you will need to copy a code generated by Real Geeks and  paste that code in Zillow
-===== Step 1: Copy code in Real Geeks =====
-Follow the steps below:
-  - Visit http://leadrouter.realgeeks.com/incoming/zillow/
-  - Click on your site
-There are two options when it comes to how leads will be assigned:
-  - Assign to an Agent in Zillow and send that information to Real Geeks
-  - Assign all leads coming from that Zillow account to a specific agent
-  - Receive leads from Zillow unassigned and use the Round Robin configuration in Real Geeks
-{{:zillow_config_1.jpg|}}
-==== Use assignment from Zillow ====
-Using this option Real Geeks will use the assigned agent from Zillow. Keep in mind that all agents in Zillow must exist in Real Geeks with the same email for this to work.
-To use this config enable the checkbox in the left and copy the code below it.
-{{:zillow_config_2.jpg?400|}}
-Now you're ready to Step 2: Use code in Zillow
-==== Assign all leads to specific Agent ====
-If the Zillow account belongs a single agent it makes sense to assign all leads originated from this Zillow account to this specific agent
-Use the box in the right. First select the agent to assign all leads to then copy the code generated for that specific agent
-{{:zillow_config_3.jpg?400|}}
-Now you're ready to Step 2: Use code in Zillow
-==== Let assignment happen in Real Geeks ====
-Using this option leads will come from Zillow unassigned and will use the configured Round Robin in Real Geeks.
-{{:zillow_config_4.jpg?400|}}
-===== Step 2: Use code in Zillow =====
-**To add a partner, go to**: https://www.zillow.com/contacts/ExportContacts.htm
-{{:zillow.png|}}
-  - Click **Add Partner**
-  - Select **Real Geeks** on the list of CRM companies
-  - Paste the code you copied above on Partner ID input
-  - Click Save
-{{:zillow_step2.png|}}
-===== Trulia leads =====
-Zillow is sending most Trulia leads using the Zillow platform called Tech Connect Program, which is what we use in this integration.
-Premium Trulia Leads are not sent through Zillow:
-  * Trulia Seller leads
-  * Trulia Profile leads
-  * Trulia Featured Listing leads (Trulia Pro)
-  * Leads to the listing agent who appears in the BAL
-If you use any of those products from Trulia you should configure our email address to receive new lead notifications from Trulia.
-Visit http://leadrouter.realgeeks.com/incoming/trulia/ and copy the email address you should paste in Trulia to receive new lead notifications, we will process those emails and add the lead to your Lead Manager.
-===== FAQ =====
-**When I assign a lead in Zillow will that information be sent to Real Geeks?**
-No. Zillow only sends new lead notifications for Real Geeks and those leads can either be unassigned or pre-assigned to an agent specified when the integration was created.
-See the modes of operation in **How to connect** section above.

Real Geeks Docs

User Tools

Site Tools

Differences

Page Tools