Microsoft Dynamics 365 CRM + ZenMaid

Microsoft Dynamics 365 CRM + ZenMaid integrations

Create ZenMaid customers from new Microsoft Dynamics 365 CRM leads

Effortlessly manage new leads from Microsoft Dynamics 365 CRM by creating customers in ZenMaid with this seamless workflow. When a new lead is added in Microsoft Dynamics 365 CRM, a customer will be created in ZenMaid, helping you to streamline your sales process, stay organized, and save time. This automation ensures that your customer database in ZenMaid remains up-to-date and consistent with your Microsoft Dynamics 365 CRM data.

When this happens...
New LeadTriggers when a new lead is created.
TriggerPolling
automatically do this!
Create CustomerCreates a new customer.
ActionWrite

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More things you can do with Microsoft Dynamics 365 CRM and ZenMaid

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and ZenMaid

New Account
Triggers when a new account is created.
Trigger
Polling
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New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Custom Entity
  Required
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer type
  Required
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Contact
  Required
Action
Write
- Info
- Case/Incident
  Required
- State
Action
Write
- Info
- Lead
  Required
Action
Write
- Info
- Order
  Required
Action
Write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State Code
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
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
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
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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

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom Entity
  Required
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity Action
  Required
Action
Write
- Info
- Invoice
  Required
Action
Write
- Info
- Opportunity
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Info
- Info_field_enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Campaign_name
  Required
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or 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
Try It
Invoice Created
Triggers when a new ZenMaid invoice 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_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 Microsoft Dynamics 365 CRM

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

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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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Create ZenMaid customers from new Microsoft Dynamics 365 CRM contacts

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