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.
- When this happens...Contact Identified
Triggers when a new Contact or an existing anonymous Contact is identified by email address or phone number.
- automatically do this!Create Project
Creates a new project.
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