Migrate from Zillow Premier Agent to Odoo CRM

Zillow Premier Agent stores every person who submits a contact inquiry as a Contact record. Odoo CRM models all incoming prospects as crm.lead records. We map Zillow contact properties (name, email, phone, address, source) directly to crm.lead fields. Zillow does not split leads from customers — every record enters Odoo as a lead, which your team can convert to an opportunity when a transaction is identified.

Zillow's 13 fixed statuses (New, Attempted Contact, Spoke with Customer, Appointment Set, Met with Customer, Showing Homes, Listing Agreement, Active Listing, Submitting Offers, Under Contract, Closed, Nurture, Trash) map to Odoo Kanban stages. We create a value-mapping table during discovery: Zillow's 'Met with Customer' becomes Odoo's 'Qualified', 'Active Listing' becomes 'Won' or a custom transaction stage, and 'Trash' maps to 'Lost'. Unmapped statuses are preserved in a custom reference field on the crm.lead record.

Zillow Premier Agent associates each contact with the advertising agent who owns the zip-code footprint. In Odoo CRM, contacts and leads are assigned to res.users records. We resolve Zillow agent email addresses against Odoo user accounts by email match. Unmatched agents are flagged for team assignment before migration commits, ensuring every Odoo lead has an owner.

Zillow Premier Agent stores agent-written notes on contact records. These migrate as mail.message records on the corresponding crm.lead in Odoo, with the original note body, creation timestamp, and agent attribution preserved. Odoo's chatter (mail.thread) model surfaces these as a chronological activity feed on each lead record.

Zillow marks each contact with a source label (e.g., Zillow Listing Contact, Zillow Search, Trulia, StreetEasy). These map to Odoo's utm.mixin source tracking. We create Odoo UTM sources (crm.lead.source_id) for each Zillow origin label so your team can report pipeline performance by original lead source in Odoo's reporting views.

Zillow Premier Agent links contacts to specific property listings in some workflows. Odoo CRM has no native property-listing model. We create a custom Char field (x_zillow_listing_id) on crm.lead to store the associated Zillow listing ID as a reference string. If your team uses Odoo's real-estate or property management apps, those records can be linked by listing ID post-migration.

Zillow surfaces agent ratings and review counts on Premier Agent profiles. This data is Zillow-platform-owned and not available in the CRM export. We flag it as non-migratable and document it as a manual-rebuild item — the rating should be re-collected or sourced from Zillow's partner portal export post-migration if agent profile history is business-critical.

Zillow Premier Agent purchases are structured as zip-code advertising territories. In Odoo CRM, crm.team objects represent sales teams responsible for geographic or product segments. We map each Zillow zip-code territory to a corresponding Odoo sales team (crm.team) so lead routing in Odoo can replicate your Zillow advertising footprint by territory.

Zillow Premier Agent billing is per-lead or per-zip subscription with no standard field in the contact record. If your team has tracked monthly spend in a Zillow custom field or spreadsheet, we create a custom Decimal field (x_zillow_monthly_spend) on crm.lead and import it as a reference. This is for financial reconciliation only — Odoo's accounting module handles actual billing.

When Zillow Premier Agent is connected to a third-party CRM via two-way sync, Zillow assigns a sync relationship ID to each contact. We store this as x_zillow_sync_id on the crm.lead record so teams can trace back which contacts were managed under the Zillow sync workflow and audit any duplicates that existed during the transition.