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Dubsado
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Dubsado
1. Choose trigger event
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Mailchimp
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Mailchimp
2. Choose action
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1. Select the event
Setup
Test
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Dubsado
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Contract Signed" from Dubsado.

Add your action

An action happens after the trigger—such as "Archive Subscriber" in Mailchimp.

You’re connected!

Zapier seamlessly connects Dubsado and Mailchimp, automating your workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

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Frequently Asked Questions about Dubsado + Mailchimp integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Dubsado and Mailchimp

Can I integrate Dubsado with Mailchimp to automate my email marketing?

Yes, you can integrate Dubsado with Mailchimp to streamline your email marketing efforts. Our integration uses triggers and actions to automate processes such as adding new Dubsado leads to your Mailchimp email list or updating existing contacts.

What triggers are available when integrating Dubsado with Mailchimp?

When integrating Dubsado with Mailchimp, you can set up triggers such as 'New Project Created' or 'Lead Captured.' These triggers can initiate actions like adding a contact to a specific Mailchimp audience or updating an existing subscriber's information.

How can I make sure my clients are automatically added to a Mailchimp list after they complete a form in Dubsado?

To ensure your clients are automatically added to a Mailchimp list after completing a form in Dubsado, you can use the 'Lead Captured' trigger. This will activate an action that adds the client's details directly into your chosen audience group in Mailchimp.

Is it possible to tag subscribers based on their signup source from Dubsado?

Yes, it's possible to tag subscribers based on their signup source when they are added from Dubsado. You can create an action that assigns specific tags in Mailchimp depending on the form or project type associated with each subscriber.

Can I update subscriber preferences in Mailchimp via changes in Dubsado?

Certainly! You can set up actions that update subscriber preferences in Mailchimp whenever certain changes occur in a client's profile within Dubsado. This might include modifying contact fields like email address or interests based on project updates.

What types of information can be passed from Dubsado to Mailchimp during integration?

During integration, you can pass various types of information such as client names, email addresses, project types, and custom field entries from Dubsado into corresponding fields within your Mailchimp audiences.

How do I handle unsubscribes from my email lists after integrating with Dubsado?

Handling unsubscribes is simple and managed directly within our system. Unsubscribe events captured by Mailchimp will ensure these contacts are not messaged again without requiring additional setup between platforms.

Practical ways you can use Dubsado and Mailchimp

Add new payment customers to email lists

When a client makes a payment in Dubsado, Zapier will automatically add their email to a specified Mailchimp audience. This ensures that all paying customers receive follow-up marketing campaigns, keeping everyone informed about your services or offerings.

Business Owner
Add new subscribers to client projects

When a new subscriber is added to a Mailchimp audience, Zapier will automatically create a project in Dubsado. This helps manage new leads effectively, ensuring consistent client onboarding and reducing manual entry.

Marketing & Marketing Ops
Create a project for email campaign analytics

When a Mailchimp campaign is sent, Zapier will automatically create a project in Dubsado to track and manage all analytics and follow-up tasks. This makes it easier to analyze performance without missing key actions after sending a campaign.

Project Management

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions
  • Dubsado triggers, actions, and search
    Contract Signed

    Triggers when a client submits a signed contract.

    Trigger
    Instant
    Try It
  • Dubsado triggers, actions, and search
    New Project as Lead

    Triggers when a project is created as a lead manually, with a Lead Capture Form or when Public Proposal Form is filled out.

    Trigger
    Instant
    Try It
  • Dubsado triggers, actions, and search
    Project Status Updated

    Triggers when a project's status is updated.

    Trigger
    Instant
    Try It
    • Stop on error
      Required
    • HTTP Method
      Required
    • URL
      Required
    • Query string parameters
    • Additional request headers
    • Body
    Action
    Write
  • Dubsado triggers, actions, and search
    New Project as Job

    Triggers when a project is created as a job manually, with a Lead Capture Form or when a Public Proposal Form is filled out.

    Trigger
    Instant
    Try It
  • Dubsado triggers, actions, and search
    New Payment Received

    Triggers when a client makes a payment on an invoice.

    Trigger
    Instant
    Try It
    • Project Workflow
    • Project Location: Name
    • Project Location: Address Line 1
    • Project Location: Address Line 2
    • Project Location: City
    • Project Location: State/Province
    • Project Location: Zip/Postal
    • Project Location: Country
    • Alternate Contact: First Name
    • Alternate Contact: Last Name
    • Alternate Contact: Phone
    • Alternate Contact: Email
    • Client Address: Line 1
    • Client Address: Line 2
    • Client Address: City
    • Client Address: State/Province
    • Client Address: Zip/Postal
    • Client Address: Country
    • Client Company: Name
    • Client Company: Email
    • Client Company: Phone
    • Project Status
    • Project Source
    • Title
      Required
    • Start Date
    • End Date
    • Client First Name
    • Client Last Name
    • Client Email
      Required
    • Client Phone Number
    Action
    Write
    • Audience
    • Status
    Trigger
    Polling
    Try It

Learn how to automate Mailchimp on the Zapier blog

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About Dubsado
Dubsado is a platform that streamlines your client flow. Create repeatable processes, send contracts, get paid... and so much more.
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About Mailchimp
Share your ideas with Mailchimp email newsletters—then use its landing page and form builders to grow your lists and take marketing further with drip and transactional emails.
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