1.Monitors new contact leads
Integrate Zillow Tech Connect and CRM entry tools to watch for new contact leads and start inquiry creation.
Create CRM inquiry from new property lead for agents
Automatically detect new property portal contacts across Zillow Tech Connect and Zapier. Create and update when qualifying leads arrive, data normalizes, or duplicates are filtered β so you can create inquiry records, standardize fields, and route ownership without manual data entry.
How this automation creates CRM inquiry records fast
When new property portal contacts arrive without clean, standardized fields, follow-up slows and inquiry data gets inconsistent. This automation filters qualifying leads, normalizes contact details, and creates inquiry records in Salesforceβso your team can respond the same day.
Zillow Tech Connector swap with your favorite app
2.Continues only for qualifying leads
Integrate Filter by Zapier and lead qualification rules to exclude non-prospect records and prevent duplicate pushes.
Filter by Zapieror swap with your favorite app
3.Normalizes phone and email formats
Integrate Formatter by Zapier and data transformation tools to normalize phone numbers and email casing and format addresses.
Formatter by Zapieror swap with your favorite app
4.Creates inquiry record
Integrate Salesforce and CRM routing tools to create an Inquiry-type record with mapped contact and property details.
Salesforceor swap with your favorite app
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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