Migrate from Zillow Premier Agent to monday CRM

Zillow stores every lead as a Contact record with a fixed connection status. Monday CRM has a People section for contacts with standard name, email, and phone fields, or contacts can live in a board with custom columns. FlitStack maps contacts into the People section or a custom Leads board based on your Monday workspace configuration.

Zillow's 13 fixed connection statuses have no direct Monday equivalent. Monday boards use customizable column values. FlitStack creates a custom Status select column on the target board with all 13 Zillow statuses as options, preserving the original status so your Monday Kanban view shows the full lead lifecycle.

Zillow's My Agent feature assigns a buyer exclusively to an agent for 30 days across all Zillow listings. Monday has no native My Agent equivalent. FlitStack creates a custom 'My Agent Expiry' date column and a 'My Agent Property' text column on each contact, preserving the exclusivity window and the property address so the relationship is visible inside Monday.

Zillow leads carry property data — the home the buyer is interested in. Monday has no native property field. FlitStack creates custom text columns for address, listing URL, price, bedrooms, and bathrooms on the contact record or a linked Property board, ensuring every lead retains the property context from Zillow.

Zillow tracks real-time browsing activity for opted-in clients — which homes they viewed, saved, and searched. Monday has no native activity-tracking equivalent. FlitStack preserves the most recent browsing session summary as a text field on the contact record for reference during follow-up.

Zillow Flex leads carry referral source, success fee percentage, and closed-transaction data. Monday has no native billing or commission-tracking fields. FlitStack creates custom columns for Flex lead type, success fee rate, and last closed transaction value, flagging Flex contacts with a custom status label for billing reconciliation.

Zillow's agent assignment determines which agent owns a connection. Monday boards use a Person column to assign items to team members. FlitStack resolves Zillow agent email addresses to Monday workspace users and populates the Person column. Unmatched agents are flagged before migration.

Zillow team leaders can route leads by price range or location. Monday has no native routing engine. FlitStack creates custom columns for team assignment, routing rule type, and routing criteria, preserving the routing logic for manual re-implementation in Monday automations.

Zillow records a creation timestamp for each connection, capturing when the lead was originally added to the platform. Monday boards provide a native Created Date column that automatically records item creation timestamps. FlitStack maps the Zillow connection creation date to Monday's native Created Date field, preserving the original lead age data so your Monday records reflect the true timeline from first contact and enabling accurate time-based follow-up scheduling and reporting continuity across the migration.

Zillow tracks the last modification date for each connection, recording any status changes, note additions, or activity updates that occur on the platform. Monday boards include a Last Updated column that automatically timestamps any modifications made to board items. FlitStack maps the Zillow last-modified timestamp to this column, ensuring your Monday records reflect the most recent activity state from Zillow and providing your team with accurate last-contact information for follow-up prioritization without losing historical modification context.

Zillow supports file attachments on connections. Monday has a native File column for uploads. FlitStack re-uploads Zillow attachments to Monday's File column, preserving the original filename and upload date. Monday's file storage limits (5GB on Basic) are respected during migration.

Zillow stores call logs and message history on connections. Monday has an Updates column for activity feeds. FlitStack imports Zillow notes and call summaries as Updates on each contact record, tagging entries with type (call, email, note) and original timestamp for full activity audit trails.