Dubsado + EmailOctopus
Dubsado + EmailOctopus
Add new Dubsado projects as leads to EmailOctopus as updated contacts
Simplify your lead management process with this streamlined workflow. When a new project is identified as a lead in Dubsado, this automation swiftly updates or adds the contact details in your EmailOctopus account. This not only saves you considerable time but also ensures timely communication with your potential clients. Let this workflow ease your lead tracking and email marketing efforts.
- When this happens...New Project as LeadTriggers when a project is created as a lead manually, with a Lead Capture Form or when Public Proposal Form is filled out.
- automatically do this!Add/Update ContactAdds a new contact to a list or updates an existing contact.
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More things you can do with Dubsado and EmailOctopus
Discover other triggers and actions you can use with Dubsado and EmailOctopus
- 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 - Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite
- 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- CampaignRequired
Try ItTriggerInstant
