Brevo + Dubsado

Create or update Brevo contacts when new Dubsado projects are designated as leads

Boost your productivity and keep your contact information updated with this efficient workflow. When a new project is designated as a lead in Dubsado, it initiates the update or creation of a contact in Brevo. With this seamless integration, you can ensure your contacts are always up-to-date, allowing you to focus more on important tasks and less on administrative duties.

Boost your productivity and keep your contact information updated with this efficient workflow. When a new project is designated as a lead in Dubsado, it initiates the update or creation of a contact in Brevo. With this seamless integration, you can ensure your contacts are always up-to-date, allowing you to focus more on important tasks and less on administrative duties.

  1. When this happens...
    DubsadoDubsado
    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.

    TriggerInstant
  2. automatically do this!
    BrevoBrevo
    Contact Create or Update

    Creates or updates a contact

    ActionWrite
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Supported triggers and actions

  • 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

    • TitleRequired

    • Start Date

    • End Date

    • Client First Name

    • Client Last Name

    • Client EmailRequired

    • Client Phone Number

    Action
    Write
    • Campaign StatusRequired

    Trigger
    Polling
    Try It
brevo logo
brevo logo

About Brevo

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

Related categories

  • Email Newsletters
dubsado logo
dubsado logo

About Dubsado

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

Related categories

  • CRM (Customer Relationship Management)

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