ClickFunnels Classic + Dubsado

ClickFunnels Classic + Dubsado integrations

Create projects in Dubsado from new contact activities in ClickFunnels Classic

Streamline your workflow and manage your projects efficiently with this automation. When a new contact activity occurs in ClickFunnels Classic, a corresponding project is immediately created in Dubsado. This is perfect for business owners and marketers who value prompt response and organization in one seamless process, eliminating the need for repetitive tasks and contributing to a more productive work environment.

When this happens...
New Contact ActivityTriggers when Contact activity record is created.
TriggerInstant
automatically do this!
Create ProjectCreates a new project.
ActionWrite

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More things you can do with ClickFunnels Classic and Dubsado

Discover other triggers and actions you can use with ClickFunnels Classic and Dubsado

- Funnel
- Funnel Step
Trigger
Instant
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- Funnel
- Funnel Step
Trigger
Instant
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- Tag
  Required
- Email
  Required
Action
Write
- Email
  Required
Action
Write
- Tag
  Required
- Email
  Required
Action
Write

- Email
  Required
Action
Search
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

- Funnel
- Funnel Step
Trigger
Instant
Try It
- List
  Required
- Email
  Required
Action
Write
- Funnel
  Required
- Funnel Step
  Required
- Page
  Required
- Email
  Required
Action
Write
- List
  Required
- Email
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Email
  Required
Action
Search or 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

About ClickFunnels Classic

Create beautiful landing pages and complete marketing funnels.

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Marketing Automation

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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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Related Zap Templates

Add emails to ClickFunnels Classic list when Dubsado project status is updated

Create ClickFunnels contacts from new signed contracts in Dubsado

Remove signed contract emails from ClickFunnels list when new contracts are signed in Dubsado