Microsoft Dynamics 365 CRM + ZenMaid

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 Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Create Customer
Creates a new customer.
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
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Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
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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
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
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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
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One-Time Service Created
Triggers when a ZenMaid One-Time Service is created.
Trigger
Instant
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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
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- 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
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Case/Incident Updated
Triggers when a case/incident has been updated.
Trigger
Scheduled
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Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
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Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
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- 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
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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.

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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

PRODUCTS

CAPABILITIES

By team

Microsoft Dynamics 365 CRM + ZenMaid

Create ZenMaid customers from new Microsoft Dynamics 365 CRM leads

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