Dubsado + LeadConnector
Dubsado + LeadConnector
Dubsado + LeadConnector integrations
Create new Dubsado projects when LeadConnector pipeline stages change
Easily manage your projects with this simplified workflow. When a lead stage changes in LeadConnector, a new project gets instantly created in Dubsado. This streamlines your ability to keep up with lead progress, saving you time and improving efficiency while using the same terms as both apps, enabling a smooth and consistent project creation process.
- When this happens...Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create ProjectCreates a new project.
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More things you can do with LeadConnector and Dubsado
Discover other triggers and actions you can use with LeadConnector and Dubsado
- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite- Contract Signed
Triggers when a client submits a signed contract.
Try ItTriggerInstant
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
ActionWrite- Workflow IDRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
ActionWrite- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
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
About Dubsado
Dubsado is a platform that streamlines your client flow. Create repeatable processes, send contracts, get paid... and so much more.
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About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
Related Zap Templates
- Create and update LeadConnector contacts from new Dubsado projects
- Create opportunities in LeadConnector from newly signed contracts in Dubsado
- Update project status in Dubsado and add tasks to LeadConnector
- Add new Dubsado projects as leads to LeadConnector opportunities
- Create new LeadConnector opportunities from Dubsado projects as jobs
- Update LeadConnector contacts when new payments are received in Dubsado
- Add new Dubsado projects as leads to a LeadConnector campaign
- Add or update contacts in LeadConnector when new contracts are signed in Dubsado
- Update project statuses in Dubsado and instantaneously add or update opportunities in LeadConnector