Redtail CRM + ZenMaid

Redtail CRM + ZenMaid integrations

Create ZenMaid customers when new Redtail CRM contacts are added

Easily manage your new Redtail CRM contacts and stay organized by adding them as customers in ZenMaid. With this automation, every time a new contact is created in Redtail CRM, a customer profile will be generated in ZenMaid. This streamlined process ensures seamless data transfer, so you can better focus on building client relationships and growing your business.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Create CustomerCreates a new customer.
ActionWrite

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More things you can do with Redtail CRM and ZenMaid

Discover other triggers and actions you can use with Redtail CRM and ZenMaid

Activity Created
Triggers when a new activity is created in your database.
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Activity Updated
Triggers when an activity is updated in your database.
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Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
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Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
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Instant
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Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write

- ID
  Required
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
Booking Created
Triggers when a new ZenMaid booking is created.
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Instant
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Contact Updated
Triggers when a ZenMaid contact (lead or customer) is modified.
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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.
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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

Activity Deleted
Triggers when an activity is deleted in your database.
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Instant
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Contact Created
Triggers when a new contact is created in your database.
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Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
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Instant
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Opportunity Deleted
Triggers when an opportunity is deleted in your database.
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Instant
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Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
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- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
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
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Recurring Service Cancelled
Triggers when a ZenMaid Recurring Service is cancelled.
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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 Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.

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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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Scheduling & Booking