Migrate from Zillow Premier Agent to Pipedrive

Every Zillow contact becomes a Pipedrive Person. Name, email, phone, and address fields map directly. The person's Zillow lead status and My Agent assignment are stored as custom fields rather than altering the core person record. The custom fields use the naming convention Lead_Status__c and My_Agent__c to match the agent's existing taxonomy.

Zillow contacts may carry a company or brokerage name. We create a Pipedrive Organization record and link the Person to it via the organization_id field. If no company exists, a placeholder organization is created to satisfy Pipedrive's link requirements. The placeholder uses the label 'No Company' and is flagged internally to avoid confusion with real organizations.

Zillow's My Agent feature assigns an agent to a buyer connection and surfaces browsing activity. Pipedrive has no native equivalent. We create custom fields on the Person record — My_Agent_Relationship__c and Buyer_Browsing_Insights__c — to preserve this context for future reference.

Zillow logs status transitions (New, Attempted Contact, Spoke with Customer, Appointment Set, Active Client). Each transition is migrated as a Pipedrive Activity of type note with the status label and timestamp, preserving the full lead journey in Pipedrive's activity feed.

Zillow surfaces which listings a connected buyer viewed and when. This is extracted from the My Agent dashboard and stored in Pipedrive as a custom text field (Saved_Listings__c or Buyer_Activity_Summary__c) on the person record. The field captures the listing address, price, and viewing timestamp, enabling the agent to prioritize follow‑ups on properties the buyer has already expressed interest in.

Zillow Premier Agent tracks which listing triggered a buyer connection. We create a Pipedrive Deal per active Zillow connection where a transaction is expected, linking it to the person and storing the listing address and Zillow listing ID in custom deal fields.

Zillow Premier Agent accounts may have multiple agent profiles. We resolve each Zillow agent by email match against Pipedrive users. Unmatched agents are flagged before migration so the team can invite them or assign records to a fallback owner. The email lookup uses the primary email field and is case‑insensitive, ensuring high match rates even when email case varies.

Zillow Premier Agent supports a limited set of contact properties beyond standard fields. Any agent-created custom properties are created in Pipedrive via the /personFields API endpoint using the same field type (text, number, date, etc.) and values mapped directly. If the field type is a picklist, the possible values are transferred as options to Pipedrive, preserving the original choice set for consistent reporting.

Zillow has no pipeline concept — agents use status labels to track progress informally. FlitStack creates a Pipedrive pipeline with stages that mirror the agent's existing Zillow status flow (New Lead, Contacted, Showing, Offer, Closed) so the migration is immediately recognizable in Pipedrive's Kanban view.

Free-text notes attached to Zillow contacts migrate as Pipedrive Activities of type note. File attachments are downloaded and re-uploaded to the corresponding Pipedrive Person or Deal. Pipedrive's 25MB per-file limit is respected during re-upload. If an attachment exceeds the limit, it is archived in a linked cloud folder and a reference URL is stored in Pipedrive to maintain access.

Zillow tracks which listing or advertising ZIP code generated each contact. This value is preserved as a custom field (Lead_Source_ZIP__c or Listing_Source__c) on the Pipedrive Person record for source-attribution reporting. The field is populated at the time of migration using the most recent Zillow listing data, ensuring accurate source mapping even for older contacts.

Pipedrive's native create_time reflects when the record lands in Pipedrive. The original Zillow connection timestamp is preserved as Zillow_Connected_Date__c so reporting reflects the true lead origin date. The custom datetime field is set to the exact UTC timestamp of the Zillow connection, and is used in Pipedrive filters and dashboards to sort leads by when they first entered the Zillow funnel.