Follow Up Boss + ZenMaid

Create ZenMaid customers from new Follow Up Boss contacts

Easily manage your new Follow Up Boss contacts by adding them as customers in ZenMaid with this automation. Whenever a new contact is created in Follow Up Boss, this workflow will create a customer in ZenMaid, ensuring your records stay up-to-date and organized. Focus on providing excellent service while this seamless integration keeps your customer data consistent and accurate.

When this happens...
New ContactFires when a new contact is created in Follow Up Boss.
TriggerInstant
automatically do this!
Create CustomerCreates a new customer.
ActionWrite

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More things you can do with Follow Up Boss and ZenMaid

Discover other triggers and actions you can use with Follow Up Boss and ZenMaid

New Appointment
Fires when a new appointment is created in Follow Up Boss.
Trigger
Instant
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- Pipeline name
- Stage name
Trigger
Instant
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- Stage name
Trigger
Instant
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Updated Contact
Triggers when a contact is updated.
Trigger
Instant
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- Contact Phone, Email, or ID
  Required
- Tag(s)
  Required
Action
Write

- Contact
  Required
- File name
  Required
- File URL
  Required
Action
Write
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Price
- Agent
- Lender
- Pond
- Timeframe
- Background Information
Action
Write

- Contact Phone, Email, or ID
  Required
- Note
- Message
  Required
- Subject
- Message is HTML
Action
Write
- Contact Phone, Email, or ID
  Required
- Phone Number
  Required
- Type
  Required
- Note
- Call Duration
Action
Write
- Contact Phone, Email, or ID
  Required
- Team Member
  Required
Action
Write
- Source_copy
- Contact
  Required
- First Name
- Last Name
- Email Address
- Phone_copy
- Phone Number
- Stage
- Is Contacted?
- Tags
- Merge_tags_copy
- Merge Tags?
- Street Address
- City
- State/Province
- Zip/Postal Code
- Price
- Agent
- Lender
- Pond
- Timeframe
- Background Information
Action
Write
- Contact Phone, Email, or ID
  Required
Action
Search
Booking Created
Triggers when a new ZenMaid booking is created.
Trigger
Instant
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Contact Updated
Triggers when a ZenMaid contact (lead or customer) is modified.
Trigger
Instant
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Invoice Paid
Triggers when a ZenMaid invoice is paid.
Trigger
Instant
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One-Time Service Updated
Triggers when a ZenMaid One-Time Service is modified.
Trigger
Instant
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Recurring Service Created
Triggers when a ZenMaid Recurring Service is created.
Trigger
Instant
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- Start_time
  Required
- End_time
  Required
- Customer_email
  Required
- Service_address_line1
  Required
- Service_address_postal_code
- Service_address_state
- Service_address_city
- Customer_first_name
- Customer_last_name
- Customer_phone_number
Action
Write
- First_name
  Required
- Last_name
- Email
  Required
- Phone_number
- Address_line1
- Address_line2
- Address_city
- Address_state
- Address_postal_code
- Birth_date
- Notes
- Pay_type
- Pay_rate
- Man_hour_cost
- Allow_sign_in
- Allow_enter_time
- Hired_date
Action
Write

New Deal
Fires when a new deal is created in Follow Up Boss.
Trigger
Instant
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New Contact
Fires when a new contact is created in Follow Up Boss.
Trigger
Instant
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- Tag name
  Required
Trigger
Instant
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- Contact Phone, Email, or ID
  Required
- Team Member(s)
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  Required
Action
Write
- Contact Phone, Email, or ID
  Required
- Stage
  Required
Action
Write
- Contact Phone, Email, or ID
  Required
- Name
  Required
- Pipeline
  Required
- Stage
  Required
- Team Member(s)
  Required
- Description
- Price
- Commission
- Projected Close Date
Action
Write
- Contact Phone, Email, or ID
  Required
- Name
  Required
- Type
  Required
- Assigned To
  Required
- Due
- Is Completed
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  Required
Action
Write
- Event Type
  Required
- Message
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
- Street Address
- City
- State/Province
- Zip/Postal Code
- MLS Number
- Price
- Is for Rent?
- URL
- Type
- Bedrooms
- Bathrooms
- Area
- Lot Size
- Source
- Medium
- Term
- Content
- Campaign
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Appointment Status Updated
Triggers when a ZenMaid Appointment status is modified.
Trigger
Instant
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Contact Created
Triggers when a ZenMaid contact (lead or customer) is created.
Trigger
Instant
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Invoice Created
Triggers when a new ZenMaid invoice is created.
Trigger
Instant
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One-Time Service Created
Triggers when a ZenMaid One-Time Service is created.
Trigger
Instant
Try It
Recurring Service Cancelled
Triggers when a ZenMaid Recurring Service is cancelled.
Trigger
Instant
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Recurring Service Updated
Triggers when a ZenMaid Recurring Service is modified.
Trigger
Instant
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- Customer_first_name
- Customer_last_name
- Customer_email
- Customer_phone_number
- Service_address_line1
  Required
- Service_address_line2
- Service_address_city
- Service_address_state
- Service_address_postal_code
- Appointment_date
- Start_time
- End_time
- Bathrooms_count
- Bedrooms_count
- Manhours_count
- Square_feet_count
- Square_meters_count
- Price
- Last_professional_clean
- Custom_requests_1_question
- Custom_requests_1_answer
- Custom_requests_2_question
- Custom_requests_2_answer
- Custom_requests_3_question
- Custom_requests_3_answer
- Custom_requests_4_question
- Custom_requests_4_answer
- Custom_requests_5_question
- Custom_requests_5_answer
Action
Write
- First_name
- Last_name
  Required
- Company_name
- Email
- Service_address_line1
- Service_address_line2
- Service_address_postal_code
- Service_address_state
- Service_address_city
- Phone_number
- Notes
- Note_is_private
Action
Write

About Follow Up Boss

Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.

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About ZenMaid

ZenMaid is a simple scheduling software for maid services - including automated communication, GPS clock times, payroll, reporting and much more.

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Related categories

Scheduling & Booking