Dubsado + LeadConnector
Dubsado + LeadConnector
Update project statuses in Dubsado and instantaneously add or update opportunities in LeadConnector
With this workflow, whenever a project status gets updated in Dubsado, it will simultaneously create or update an opportunity in LeadConnector. This automation ensures your team becomes immediately aware of project updates, thus allowing for quick responses and streamlined communication. Reduce manual data entry and keep your sales funnel up to date without any hassle.
- When this happens...Project Status UpdatedTriggers when a project's status is updated.
- automatically do this!Add/Update OpportunityAdds or updates an existing opportunity.
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More things you can do with Dubsado and LeadConnector
Discover other triggers and actions you can use with Dubsado and LeadConnector
- 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- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant
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 Dubsado projects when LeadConnector pipeline stages change