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Dubsado + Klaviyo

Add new Dubsado project leads to Klaviyo as subscribers

Enhance your marketing efforts each time a new project lead is added in Dubsado, by automatically adding the lead to your Klaviyo subscriber list. This efficient automation swiftly transfers your Dubsado leads straight towards your Klaviyo marketing funnel, strengthening your outreach and potentially increasing conversion rates. Make the most of your leads by integrating these two vital apps in your business process.

Enhance your marketing efforts each time a new project lead is added in Dubsado, by automatically adding the lead to your Klaviyo subscriber list. This efficient automation swiftly transfers your Dubsado leads straight towards your Klaviyo marketing funnel, strengthening your outreach and potentially increasing conversion rates. Make the most of your leads by integrating these two vital apps in your business process.

  1. When this happens...
    DubsadoDubsado
    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.

    TriggerInstant
  2. automatically do this!
    KlaviyoKlaviyo
    Create Or Update Profile

    Finds a subscriber.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Dubsado triggers, actions, and search

    Contract Signed

    Triggers when a client submits a signed contract.

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

    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
  • Dubsado triggers, actions, and search

    Project Status Updated

    Triggers when a project's status is updated.

    Trigger
    Instant
    Try It
    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
  • Dubsado triggers, actions, and search

    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
  • Dubsado triggers, actions, and search

    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

    • TitleRequired

    • Start Date

    • End Date

    • Client First Name

    • Client Last Name

    • Client EmailRequired

    • Client Phone Number

    Action
    Write
dubsado logo
dubsado logo

About Dubsado

​Dubsado is a business management suite for the creative industry professionals. Sign contracts, manage tasks, and get paid.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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klaviyo logo
klaviyo logo

About Klaviyo

Klaviyo is an email marketing platform. Powered by data, built for ecommerce and web businesses.

Related categories

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