ClickFunnels + Dubsado

Create new Dubsado projects when new contacts are identified in ClickFunnels

When a new contact is identified in ClickFunnels, this workflow instantly creates a project for them in Dubsado. This seamless process ensures that your client management stays efficient and swift, eliminating the need for manual data entry. Not only does it save time, but it also keeps your customer relations organized and streamlined.

When a new contact is identified in ClickFunnels, this workflow instantly creates a project for them in Dubsado. This seamless process ensures that your client management stays efficient and swift, eliminating the need for manual data entry. Not only does it save time, but it also keeps your customer relations organized and streamlined.

  1. When this happens...
    ClickFunnelsClickFunnels
    Contact Identified

    Triggers when a new Contact is identified by email address or phone number.

    TriggerInstant
  2. automatically do this!
    DubsadoDubsado
    Create Project

    Creates a new project.

    ActionWrite
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Supported triggers and actions

    • Alert

    • CourseRequired

    Trigger
    Instant
    Try It
    • Funnel

    • Page

    Trigger
    Instant
    Try It
    • Alert

    • CourseRequired

    Trigger
    Instant
    Try It
  • ClickFunnels triggers, actions, and search

    Opportunity Moved Stages

    Triggers when an Opportunity moves from one stage to another.

    Trigger
    Instant
    Try It
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clickfunnels logo

About ClickFunnels

ClickFunnels gives you everything you need to market, sell, and deliver your products online.
Learn more

Related categories

  • Website & App Building
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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Zapier Interfaces integrationsZapier Interfaces integrations

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier