Microsoft Dynamics 365 CRM + ZenMaid

Create ZenMaid customers from new Microsoft Dynamics 365 CRM contacts

Save time and streamline your workflow by automatically creating a customer in ZenMaid when a new contact is added in Microsoft Dynamics 365 CRM. This seamless integration ensures your customer information stays up-to-date and allows you to focus on providing top-quality service without the hassle of manual data entry.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerScheduled
automatically do this!
Create Customer
Creates a new customer.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
Try It
Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
Try It

Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
Try It
Create Campaign
Creates a new campaign.
Action
Write

Create Campaign Response
Creates a new campaign response.
Action
Write
- Info
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
Find Campaign Response
Finds a campaign response.
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
Contact Created
Triggers when a ZenMaid contact (lead or customer) is created.
Trigger
Instant
Try It
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
Try It
Recurring Service Updated
Triggers when a ZenMaid Recurring Service is modified.
Trigger
Instant
Try It
- Customer First Name
- Customer Last Name
- Customer Email
- Customer Phone Number
- Service Address Line 1Required
- Service Address Line 2
- 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 NameRequired
- Company Name
- Email
- Service Address Line 1
- Service Address Line 2
- Service Address Postal Code
- Service Address State
- Service Address City
- Phone Number
Action
Write

New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
Trigger
Scheduled
Try It
Case/Incident Updated
Triggers when a case/incident has been updated.
Trigger
Scheduled
Try It
Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
Try It
Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
Try It
- Info
Action
Write
- Info
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Campaign NameRequired
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
Appointment Status Updated
Triggers when a ZenMaid Appointment status is modified.
Trigger
Instant
Try It
Contact Updated
Triggers when a ZenMaid contact (lead or customer) is modified.
Trigger
Instant
Try It
One-Time Service Updated
Triggers when a ZenMaid One-Time Service is modified.
Trigger
Instant
Try It
Recurring Service Created
Triggers when a ZenMaid Recurring Service is created.
Trigger
Instant
Try It
- Start TimeRequired
- End TimeRequired
- Customer EmailRequired
- Service Address Line 1Required
- Service Address Postal Code
- Service Address State
- Service Address City
- Customer First Name
- Customer Last Name
- Customer Phone Number
Action
Write
- First NameRequired
- Last Name
- EmailRequired
- Phone Number
- Address Line 1
- Address Line 2
- 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

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

Learn more Help

Related categories

Similar apps

Pipedrive

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About ZenMaid

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

Help

Related categories

Scheduling & Booking

PRODUCTS

CAPABILITIES

By team

Microsoft Dynamics 365 CRM + ZenMaid

Create ZenMaid customers from new Microsoft Dynamics 365 CRM contacts

New Account

Contact Updated

New Case/Incident

New Lead

New Opportunity

Updated Quote

Create Campaign

Create Campaign Response

Create Lead

Info

Update Campaign Response

Update Case/Incident

Info

State

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Campaign Response

Find Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

Contact Created

One-Time Service Created

Recurring Service Cancelled

Recurring Service Updated

Create Booking

Customer First Name

Customer Last Name

Customer Email

Customer Phone Number

Service Address Line 1Required

Service Address Line 2

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

Create Customer

First Name

Last NameRequired

Company Name

Email

Service Address Line 1