Migrate from Zillow Premier Agent to Twenty CRM

Zillow Premier Agent stores individual contacts as Connections. These map 1:1 to Twenty's People object. Every field on the Zillow contact record — name, email, phone, address — transfers as a corresponding field on the People record. The Zillow internal connection ID is preserved as a custom field for traceability.

Zillow Premier Agent links contacts to a company name but does not maintain a separate Company object. During migration, we infer the Company record from the contact's email domain (e.g., [email protected] → Company 'Acme'). Where no domain exists, contacts are linked to an 'Unknown' placeholder company created in Twenty. The company record must exist before the People record is imported due to the companyId foreign key.

Zillow Premier Agent tracks a contact's progression through 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. These statuses have no direct equivalent in Twenty CRM. We map them to Opportunities, with each distinct Zillow status value becoming a Twenty Opportunity Stage that your admin configures before migration.

Zillow Premier Agent records call logs and notes on contact records. These transfer to Twenty's Notes and Tasks objects, linked to the corresponding People record. Call subject lines and note timestamps are preserved. Note body content transfers as-is. If the Zillow integration captured email threads, those migrate as Notes with a type field distinguishing them from general notes.

Zillow Premier Agent assigns connections to the advertising agent. In Twenty CRM, agents are Workspace Members. Owner resolution matches by agent email — if the Zillow agent email matches a Twenty Workspace Member, the Opportunity and People records are assigned automatically. Unmatched agents are flagged before migration so you can provision accounts first.

Zillow's My Agent feature assigns a persistent buyer-agent relationship visible across all Zillow listings. This is a Zillow-platform construct with no CRM equivalent. We preserve it as a custom checkbox field (My_Agent__c) on the People record. The actual Zillow assignment cannot be re-created in Twenty — it must be managed on the Zillow side going forward.

Zillow Premier Agent connects leads to specific listings the buyer was browsing. In Twenty CRM, Opportunities represent deal stages but have no native listing reference. We store the Zillow listing ID as a custom text field (Zillow_Listing_ID__c) on the Opportunity, and the listing price as a number field (Listing_Price__c), giving agents a reference back to the property without requiring a separate Listing custom object.

Zillow records when a connection was first made. Twenty's standard CreatedDate reflects when the record enters the system, not when the Zillow contact was originally created. We preserve the original Zillow connection date as a custom datetime field (Zillow_Connection_Date__c) on the People record for reporting continuity.

Zillow tracks how a contact was generated — ZIP code share-of-voice, specific listing page, etc. This attribution data has no standard field in Twenty CRM. We capture it as a custom text field (Zillow_Lead_Source__c) on the People record, preserving the routing context so your team understands where each contact originated in Zillow's advertising model.

Zillow Premier Agent allows basic lead routing rules within the app. These are platform-native configuration with no data payload to export. They cannot be migrated. We document the current routing logic during the audit phase so your Twenty admin can rebuild equivalent rules in Twenty's Workflow builder using manual triggers, time-based delays, and field-update actions.