Chat Agents + Dubsado
Chat Agents + Dubsado
Add new chat leads from Chat Agents as projects in Dubsado
With Chat Agents, upon completion of a chat on your site, a new chat lead is added from Chat Agents with all the relevant contact information. With this Zapier integration, those lead details are automatically added as a new project in Dubsado.
- When this happens...New Chat LeadTriggers when there's a new chat lead.
- automatically do this!Create ProjectCreates a new project.
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More things you can do with Chat Agents and Dubsado
Discover other triggers and actions you can use with Chat Agents and Dubsado
- Chat Lead Updates
Triggers when a existing lead is updated.
Try ItTriggerInstant - Contract Signed
Triggers when a client submits a signed contract.
Try ItTriggerInstant - 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.
Try ItTriggerInstant - Project Status Updated
Triggers when a project's status is updated.
Try ItTriggerInstant
- New Chat Lead
Triggers when there's a new chat lead.
Try ItTriggerInstant - 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.
Try ItTriggerInstant - New Payment Received
Triggers when a client makes a payment on an invoice.
Try ItTriggerInstant - 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
ActionWrite
