Migrate from Zillow Premier Agent to HighLevel

Direct 1:1 map. Every Zillow Premier Agent contact becomes a HighLevel Contact. All standard properties (name, email, phone, address) migrate as HighLevel native fields. The Zillow contact ID is stored as a custom field for traceability and de-duplication on subsequent delta runs.

Zillow's fixed lead-status pick-list (New, Attempted Contact, Spoke with Customer, Appointment Set, Closed) maps to HighLevel pipeline stages. Agents choose whether to create a single pipeline with matching stage names or use a custom pick-list field on the Contact record if pipeline staging is not needed. Stage labels are mapped value-by-value during migration planning.

Zillow My Agent relationships — where a buyer is assigned to an agent after a live connection — have no native equivalent in HighLevel. FlitStack preserves this flag as a Contact custom field (Zillow_My_Agent__c) as a boolean or tag so agents can filter and report on these relationships in HighLevel without losing the context.

Zillow tracks connection type (buyer inquiry vs. seller inquiry) and ZIP code attribution that have no HighLevel equivalent. We create a Zillow_Connection_Type__c custom field on Contact to preserve this source attribution. Agents can use it in HighLevel Smart Lists and workflow triggers for source-based follow-up sequences.

Zillow contact-level notes about lead interactions migrate as HighLevel Notes attached to the Contact record. Agents can review the full conversation history in HighLevel's unified contact timeline. High-value follow-up actions are converted to HighLevel Tasks so they are actionable rather than passive.

Zillow Premier Agent team members are resolved by email match against HighLevel users. If a Zillow owner email matches a HighLevel user, records are assigned to that user. Unmatched owners are flagged before migration — agents either invite them to HighLevel first or reassign records to a designated fallback owner.

Zillow Premier Agent does not have a Companies object. Agents who want to associate contacts with their brokerages or team organizations can create HighLevel Companies manually after migration, or FlitStack can pre-create Companies from Zillow contact notes if a consistent brokerage field is present. This step is optional and decided during the planning call.

Zillow Premier Agent appointment data (date, property address, lead name) migrates as HighLevel Calendar Events attached to the Contact record. If the appointment lacks a confirmed time, it migrates as a HighLevel Task with a due date and the property address in the task description.

Any agent-added custom fields in Zillow Premier Agent are recreated as HighLevel Contact custom fields before migration. Custom field types (text, number, date, pick-list) are matched to HighLevel's field type options. HighLevel's distinction between Contact custom fields and Opportunity custom fields is applied — agent-specific properties land on Contact; deal-specific properties land on Opportunity.

Any files attached to Zillow Premier Agent contacts are downloaded and re-uploaded to HighLevel's Files section attached to the corresponding Contact record. File size limits follow HighLevel's storage policy. Inline images in notes are extracted and re-hosted as attachments. All file attachments are processed automatically, preserving original filenames and upload timestamps, and mapped to the HighLevel Contact ID. Duplicate files are flagged for review to prevent storage bloat.