Migrate from Zillow Premier Agent to Zoho CRM

Zillow Premier Agent contacts map directly to Zoho Leads. The contact's name, email, phone, and address fields transfer as-is. The Premier Agent status value (New, Attempted contact, Spoke with customer, Appointment set, etc.) maps to Zoho Lead Status via a value-mapping table we build during planning.

Zillow Premier Agent has no Account concept — every contact is essentially a standalone lead. In Zoho, we create an Account record for each unique contact (using the contact's name as the account name) so that Zoho's contact-account hierarchy is intact. The contact links to this Account via the Account Name lookup.

After creating the Account, we also create a Zoho Contact record linked to that Account. This gives you the full Contact + Account relationship that Zoho CRM expects. Some teams skip Contact creation and work from Leads only — we follow your preference.

Zillow Premier Agent tracks which homes a lead has viewed or saved on Zillow. This has no Zoho standard equivalent. We create a custom Property_Interest__c module in Zoho with fields for property address, Zillow listing ID, interest level, and date saved — preserving the signal Zillow captured about buyer intent.

Zillow Premier Agent routes leads by advertising ZIP codes — each agent owns one or more ZIP codes where they appear as the premier agent. Zoho has no native equivalent. We create an Agent_Zones__c custom module to record each agent's active ZIP codes, competitive rank, and advertising spend, so you can rebuild routing logic in Zoho Workflow Rules.

Zillow tracks status transitions (New → Attempted → Spoke → etc.) with timestamps. Zoho Lead Status is a single picklist — historical transitions don't map as-is. We create custom datetime fields (Status_First_Attempt__c, Status_Spoke__c, etc.) to preserve the original transition timestamps for reporting continuity.

Zillow Premier Agent assigns each lead to a specific agent in the team roster. We resolve the source agent's email against Zoho CRM users by email match. Unmatched agents are flagged before migration — your team either creates the Zoho user first or assigns those leads to a fallback owner.

Premier Agent stores free-text notes on each contact. We export notes as Zoho Notes attached to the corresponding Lead and Contact records. Original note timestamps and note authors are preserved where available.

Premier Agent creates task reminders and call logs. These map to Zoho Tasks with Subject, Status, and Due Date. Call disposition and outcome stored as custom task fields. Original task creation timestamps preserved.

Zillow Premier Agent tracks when a lead requests a tour or inquires about a listing. This signals active buyer intent. We model these as Zoho Deals linked to the Lead/Contact, with Deal Stage set to a custom stage (e.g., 'Tour Requested') that maps to your Zoho pipeline stages.

Premier Agent team members (agents, admins, assistants) map to Zoho CRM users. We export user names and emails, then match by email to Zoho user records during migration. User roles and permissions must be configured in Zoho after migration — those are destination-side settings.

Zillow may associate active listing data with a lead or past client. This data lives in Zillow's listing database and may not be tied to the Premier Agent contact record. We flag any listing data found in the export and surface it as a custom field note — it does not map to a native Zoho object but is preserved for reference.