Summary
Users in Homestack and Leads in Zillow Leads can be synced using this integration. Please see below for a list of configurable settings when syncing Leads from ZIllow Leads to Homestack.
Zillow Leads to Homestack Users
Overview
When setting up a Zillow Leads > Homestack sync, several options can be configured on the settings page.
Do Not Overwrite Setting
If this option is checked, the sync will only send information into blank fields in Homestack when Updating Users.
Advanced Filter
Your sync can be customized to only let some Leads through.
- For example, a possible filter, shown below, reads as such “Only sync Zillow Leads whose Source is 'Homestack'.”
- On the left is the field that will act as the “reference field” for the Filter.
- The center box is the logic operator - the Workflow will use this as the “rule” for what is allowed through. This is a dropdown menu with predesignated options for you.
- The right box is the specified value. Any string can be entered here.
Pre-Mapped Fields
For ease of use, several fields have been pre-mapped. Please see below of a list of these fields and an explanation of the pre-mapped values. It is recommended to leave these as is unless there is a specific need to adjust them.
Please note that to create a User in Homestack, Name (either Full Name OR First Name and Last Name), Email, and Phone are all required.
- (Assigned) Agent
- Full Name
- First Name
- Last Name
- Phone
- Notes: Please be aware that as of August 2024, Notes are not yet enabled on Homestack Syncs.
Additional Questions
If you have any questions about onboarding, feel free to contact API Nation's Support team.
