Integration

Zillow + Upfirst integration

Automatically capture and route Zillow lead calls by connecting Upfirst's AI answering service to your workflow via Zapier

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If you’re looking to streamline your lead response process, you may be wondering if a Zillow answering service integration is possible. Good news: with Upfirst’s AI virtual receptionist and Zapier, you can connect call data from Upfirst to other apps in your workflow when Zillow leads come in. This guide covers what’s possible, how it works, and step-by-step instructions to get started—even if you’re not technical.

What is Zillow?

Zillow is one of the largest online real estate marketplaces in the U.S. Real estate agents, brokers, and property managers use Zillow to list properties, connect with buyers and renters, and manage incoming leads. Zillow’s Tech Connect feature allows you to send new lead information from Zillow directly to CRMs and other business tools, making it easier to follow up quickly and stay organized.

What can you do with Zillow and Upfirst’s AI answering service?

While Zillow doesn’t offer direct actions in Zapier, you can use Zapier to pass lead data from Zillow Tech Connect into your workflows. When you connect Upfirst, every call your AI receptionist handles will trigger actions in other apps. Here are some practical ways to use a Zillow answering service integration:

1. Automatically create or update leads in your CRM after a call

How it works:
When your Upfirst virtual receptionist finishes a call with a Zillow lead, the call details (including custom fields like name, budget, and property preferences) are pushed to Zapier. You can set up a Zap to automatically create or update a lead in your CRM (like Salesforce, HubSpot, or Follow Up Boss) with all the info collected.

Why it helps:
No more manual data entry. Every call is logged, and your team can follow up faster with up-to-date information—helping you close more deals.

2. Qualify and route leads based on call content

How it works:
Upfirst’s AI agent can ask callers qualifying questions (e.g., “Are you pre-approved for a mortgage?” or “What’s your target move-in date?”). The call transcript and answers are analyzed in Zapier. With filters, you can route only high-priority leads to your sales team’s Slack channel or assign tasks in your project management app.

Why it helps:
You focus on the best opportunities, respond to urgent requests immediately, and never miss a hot lead from Zillow.

3. Send instant notifications to your team

How it works:
After Upfirst completes a call with a Zillow lead, automatically send a summary (including the caller’s key details) via email, SMS, or Slack. You can set up different notifications depending on the call’s urgency or type, using Zapier filters and paths.

Why it helps:
Your team is always in the loop, with no need to monitor missed calls or voicemails. Quick responses mean happier clients—and more closed deals.

4. Log calls and notes for compliance and record-keeping

How it works:
Every call summary from Upfirst can be saved to a Google Sheet, your CRM, or another database. Include full transcripts, custom field answers, and timestamps for a complete record.

Why it helps:
Easily track conversations, demonstrate compliance, and quickly reference past interactions with Zillow leads.

What actions can you trigger in Zillow after our virtual receptionist answers a call?

Currently, Zillow does not support direct actions in Zapier (such as “Create Lead” or “Update Listing”). Instead, Zillow Tech Connect acts as a data source, sending new leads via webhooks to Zapier. The Upfirst integration works by triggering actions in other apps (like your CRM or notification tools) after a call, not within Zillow itself.

Summary:

  • No direct actions can be triggered in Zillow via Zapier.
  • You can trigger actions in other apps using data collected by Upfirst after handling a Zillow lead.

How to connect Zillow to Upfirst

Here’s how to set up a Zillow answering service integration using Upfirst, Zillow Tech Connect, and Zapier—even if you’re not technical:

  1. Set up Zillow Tech Connect:
    • In your Zillow Premier Agent account, go to the Tech Connect settings.
    • Add a Zapier webhook URL as a new lead routing destination. (Zapier will give you this URL in the next steps.)
  2. Create a new Zap in Zapier:
    • Choose “Webhooks by Zapier” as your trigger app.
    • Select “Catch Hook.”
    • Zapier will provide you with a custom URL—paste this into Zillow Tech Connect so Zillow can send new lead data to Zapier.
  3. Set up your Upfirst trigger:
    • In the same Zap, add Upfirst as the next step.
    • Select the “Call Completed” trigger.
    • This will pull in call details, including the transcript and any custom questions you’ve set for your AI receptionist.
  4. Add actions in your CRM or other apps:
    • Choose which app you want to update (e.g., Salesforce, HubSpot, Google Sheets).
    • Map fields from Upfirst (name, phone, budget, call summary, etc.) to the correct fields in your destination app.
  5. Optional: Add filters or branching logic:
    • For advanced routing, add a Filter step (e.g., only continue if the lead’s budget is over $500,000).
    • Use Paths to send urgent calls to one team and routine inquiries to another.
  6. Test your Zap:
    • Send a test call through Upfirst and Zillow to make sure everything flows correctly.
  7. Turn on your Zap:
    • Once everything is working, turn on your Zap. Now, every time your virtual receptionist handles a Zillow lead, your chosen actions will run automatically.

A Zillow virtual receptionist integration with Upfirst and Zapier makes it easy for real estate professionals and property managers to respond faster to leads, keep records organized, and ensure no opportunity is missed. Even if Zillow doesn’t support direct actions in Zapier, you can automate your follow-up and record-keeping with just a few simple steps—no technical expertise required.