Brevo + Dubsado

Brevo + Dubsado integrations

Create and manage Brevo contacts with each new Dubsado project lead

Streamline your lead management process with this seamless integration. Whenever a new project is started in Dubsado, the contact information is instantly transferred to Brevo. This automatic workflow provides an efficient solution for updating your contacts in Brevo without manual data entry, boosting productivity and ensuring seamless communication with your leads. Simplify your work process by integrating Dubsado and Brevo today.

When this happens...
New Project as LeadTriggers when a project is created as a lead manually, with a Lead Capture Form or when Public Proposal Form is filled out.
TriggerInstant
automatically do this!
(Deprecated) Add or Update ContactThis action is deprecated, use "Contact Create or Update" instead. Adds or updates a contact.
ActionWrite

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More things you can do with Dubsado and Brevo

Discover other triggers and actions you can use with Dubsado and Brevo

Contract Signed
Triggers when a client submits a signed contract.
Trigger
Instant
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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
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Project Status Updated
Triggers when a project's status is updated.
Trigger
Instant
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- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
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- Description of the webhook to be displayed in Brevo
- List Name
  Required
- Return all contact data
Trigger
Instant
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- Description of the webhook to be displayed in Brevo
Trigger
Instant
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- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Update if Contact Exists
  Required
- Email
- Mobile number of contact (SMS)
- Email Blacklisted
- SMS Blacklisted
- Lists
- Lists Update Type
- Attributes (Deprecated)
- Treat values as category ID for attributes of type `category`
Action
Write
- Company Name or ID
  Required
Action
Write
- Update if Contact Exists
  Required
- Contact Identifier Type
  Required
- Email
- Mobile number of contact (SMS)
- Whatsapp number of contact
- External identifier of contact
- Brevo contact ID (update only)
- Email Blacklisted
- SMS Blacklisted
- Lists
- Lists Update Type
- Treat Category Values as IDs for Category type Contact Attributes
Action
Write
- Update if the deal already exist
  Required
- Deal name or ID
  Required
- Use Category IDs for Attributes
- Deal Pipeline
  Required
- Deal Stage
  Required
Action
Write
- Deal name or ID
  Required
Action
Write
- Email of contact
- Mobile number of contact
Action
Write
- Record type
  Required
Action
Write
- Sender Name
  Required
- Test Mobile Number
  Required
- Recipient Mobile Number
  Required
- Message Content
  Required
- Tag(s)
- Unicode Content
- Message Prefix
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

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
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New Payment Received
Triggers when a client makes a payment on an invoice.
Trigger
Instant
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- 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
- Campaign Status
  Required
Trigger
Polling
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Contact Added
Triggers when a Brevo contact is added.
Trigger
Polling
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- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Update if the company already exist
  Required
- Company name or ID
  Required
- Use Category IDs for Attributes
Action
Write
- Company name or ID
  Required
Action
Write
- Contact Identifier Type
  Required
- Contact Identifier
Action
Write
- Deal name or ID
  Required
Action
Write
- Event name
  Required
- Contact Identifier Type
  Required
- Contact Identifier
  Required
- Event properties
Action
Write
- Record type
  Required
Action
Write
- To
  Required
- Cc
- Bcc
- Sender Name
- Sender Email
  Required
- Reply to Name
- Reply to Email
  Required
- Subject
  Required
- HTML Content
- Text Content
- Attachments Url
- Attachment Files
- Tags
Action
Write
- Email of contact
  Required
- Lists to unsubscribe
  Required
Action
Write

About Brevo

Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses grow.

Learn moreLearn moreHelpHelp

Related categories

Email Newsletters

About Dubsado

Dubsado is a platform that streamlines your client flow. Create repeatable processes, send contracts, get paid... and so much more.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Brevo + Dubsado

Brevo + Dubsado

Create and manage Brevo contacts with each new Dubsado project lead

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