LeadConnector + ZenMaid
Create new ZenMaid customers when LeadConnector pipeline stages change
When a lead transitions in Pipeline Stage within LeadConnector, this workflow instantaneously establishes a new customer in your ZenMaid system. This automation ensures a smooth and efficient follow-up process, making sure no potential customers are missed, and saving your team precious time to focus on other pivotal tasks.
When a lead transitions in Pipeline Stage within LeadConnector, this workflow instantaneously establishes a new customer in your ZenMaid system. This automation ensures a smooth and efficient follow-up process, making sure no potential customers are missed, and saving your team precious time to focus on other pivotal tasks.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Customer
Creates a new customer.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Appointment Status Updated
Triggers when a ZenMaid Appointment status is modified.
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First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
Booking Created
Triggers when a new ZenMaid booking is created.
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