Dubsado + Freshsales Suite

Dubsado + Freshsales Suite integrations

Create projects in Dubsado for new Freshsales Suite contacts

Effortlessly streamline your client onboarding process with this Freshsales Suite and Dubsado integration. When you add a new contact in Freshsales Suite, it triggers the creation of a project in Dubsado, keeping all client information organized and easily accessible. Consolidate key project details in one place and enhance your customer relationship management with this seamless workflow.

When this happens...
Contact UpdatedTriggers when a contact is updated and retrieves 1,000 records in a single polling.
TriggerPolling
automatically do this!
Create ProjectCreates a new project.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Freshsales Suite and Dubsado

Discover other triggers and actions you can use with Freshsales Suite and Dubsado

- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Title
  Required
- Associated Module
  Required
- Attendees Email
  Required
- From Date
  Required
- To Date
  Required
- Targetable Id
  Required
- Location
- Description
- Time Zone
- Outcome
Action
Write

- Associated Module
  Required
- Targetable Id
  Required
- Title
  Required
- Due Date
  Required
- Owner Id
  Required
- Outcome Id
  Required
- Description
- Task Type
- Collaborators
Action
Write
- Module Name
  Required
Action
Write

- Associated Module
  Required
- Targetable Id
  Required
- Title
  Required
- Owner Id
  Required
- Start Date
  Required
- End Date
  Required
- Sales Activity Type
  Required
- Outcome
- Location
- Collaborators
- Notes
Action
Write
- Unique Identifer Name
  Required
- Unique Identifier
  Required
- Event Name
  Required
- Additional Event Properties
Action
Write
- Update By
  Required
- Enter Account Name /Account ID
  Required
Action
Write
- Deal ID
  Required
Action
Write
- Search By
  Required
- Enter Account ID / Name
  Required
Action
Search
- Search By
  Required
- Enter Contact ID / Email / Phone No/External ID
  Required
Action
Search
- Search By
  Required
- Enter Contact ID / Email / Phone No/External ID
  Required
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
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
Try It
New Payment Received
Triggers when a client makes a payment on an invoice.
Trigger
Instant
Try It
- 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

- Filter Name
  Required
- Include Contact Details
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Select Module
  Required
- Unique Identifier
  Required
- File Name
  Required
- File Path
  Required
- Share with team
Action
Write
- Update By
  Required
- Enter Email / Contact ID
  Required
- Note
  Required
Action
Write
- Name
Action
Write
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Write
- Name
- Deal Value
Action
Write
- Associated module
  Required
- Enter Note
  Required
- Targetable Id
  Required
Action
Write
- Update By
  Required
- Enter Email / Contact ID / Mobile Number / External ID
  Required
- Do You Want to Update Lifecycle Stage and Status
- Choose one of the operation
- List Name
Action
Write
- Email ID of the User
  Required
Action
Search
- Find By
  Required
- Enter Name / Deal ID
  Required
Action
Search
- Search By
  Required
- Enter Account ID / Name
  Required
- Name
Action
Search or write
Contract Signed
Triggers when a client submits a signed contract.
Trigger
Instant
Try It
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
Try It
Project Status Updated
Triggers when a project's status is updated.
Trigger
Instant
Try It
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

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)

Similar apps

Zapier Forms

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

About Freshsales Suite

Freshsales Suite is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.

HelpHelp