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--- zillow_trulia [2017/05/16 18:42]
igor created
+++ zillow_trulia [2020/05/28 20:51] (current)
michaels
@@ Line 1: / Line 1: @@
+#redirect https://support.realgeeks.com/hc/en-us/articles/360043716473
+<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.
-First you need a code generated by Real Geeks specific for you site, to get this code:
+====== How to connect ======
-. Visit http://leadrouter.realgeeks.com/incoming/zillow/
+To start receiving leads from Zillow you will need to copy a code generated by Real Geeks and  paste that code in Zillow
-. Click on your site
-You have the option to send all Zillow and Trulia leads to your Lead Manager unassigned, which means they will follow the Round-Robin rules. Or you can send all leads already assigned to one specific agent.
+===== Step 1: Copy code in Real Geeks =====
-To send unassigned click **Configure for Site**. To send assigned to an agent click **Configure for Agent** then click on which agent you want to assign those leads.
+Follow the steps below:
-You should see a code similar to //v1.bdd6acc8-dcbc-40cd-80e9-364c853e1c5a// or //v2.28766//.
+  - Visit http://leadrouter.realgeeks.com/incoming/zillow/
+  - Click on your site
-Now with this code in hand let's configure Zillow:
+There are two options when it comes to how leads will be assigned:
-. Visit https://www.zillow.com/contacts/ExportContacts.htm
+  - Assign to an Agent in Zillow and send that information to Real Geeks
+  - Let Assignment happen within 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 =====
+With the Real Geeks code in hang from Step 1 you will add a new Partner in Zillow.
+First visit: https://www.zillow.com/contacts/ExportContacts.htm
 {{:zillow.png|}}
-. Click **Add Partner**
+  - Click **Add Partner**
-. Select **Real Geeks** on the list of CRM companies
+  - Select **Real Geeks** on the list of CRM companies
-. Paste the code you copied above on Partner ID input
+  - Paste the code you copied on Step 1
-. Click Save
+  - Click Save
 {{:zillow_step2.png|}}
+===== Trulia leads =====
+Zillow is sending Trulia leads using the Zillow platform called Tech Connect Program, which is what we use in this integration.
+By setting up this integration you will receive both Zillow and Trulia leads.

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