How do I connect Zillow to Cloze?

Note: The Zillow integration is included as part of the Cloze Business Platinum Plan. 

Connect your Zillow Premier Agent account to ensure your leads are automatically added to Cloze. 

  • Instantly notifies you of the arrival of a new Zillow, Trulia, or StreetEasy lead
  • Automatically classifies the lead with a Stage, Segment, and lead source
  • Single swipe to reach out 
  • Every lead gets an automatic follow-up plan

Note: Zillow limits the integration to only add new leads going forward. Please see below how to export your existing leads and import them into Cloze. 

1.) Sign in to your Zillow Premier Agent account. (https://premieragent.zillow.com/crm/agentlogin/

Or if you are already signed in go to this URL in Premier Agent: https://premieragent.zillow.com/settings/connect-my-crm

2.) Tap on your profile photo in the upper right, and choose Settings.

3.) Select Connect my CRM from the options on the left.        

4.) Tap on Add a Subscription.

5.) Choose Cloze Relationship Management from the Partners dropdown menu.

6.) Enter the email address of your Cloze account and tap on the Save button.

If you’re not sure which email address you use for your Cloze account, go into your Cloze account, choose More > Settings, and you can find your email address under My Account. Here are step-by-step instructions on how to find your account email.

7.) Test Integration.

Once you have set up Cloze in your Zillow Premier Agent account you can test the connection. Navigate to one of your listings and create a test lead using a fake email address ( not one of your own email addresses). 

New Zillow Premier Agent Leads 

When new leads come from Zillow, they will be automatically synced into Cloze. To add existing leads that were created before connecting Cloze you can export them out of Zillow Premier Agent and then import them into Cloze (please see below).

Existing Zillow Premier Agent Leads

Existing Zillow leads (created before you connected Cloze) can be exported from Zillow Premier Agent and then imported into Cloze. 

  1. Navigate to the Contacts tab in Zillow Premier Agent.
  2. Tap on the Export CSV button (see the screenshot above). This will download a CSV file of your Zillow Premier agent leads. This file can be imported into Cloze. 
  3. Switch over to Cloze and then follow our instructions on how to import the CSV file. Tap on More > Select Settings > Scroll to the bottom of the menu and tap on Import to expand the section and import the file. 
Tip: You can also send the file to support@cloze.com and our team is happy to import it for you. 
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