Dubsado + Marketing 360
Create or update contacts in Marketing 360 for new projects as leads in Dubsado
Connect your Dubsado and Marketing 360 apps for a seamless flow of information. When a new project as lead is added in Dubsado, this workflow creates or updates a matching contact in your Marketing 360 app instantly. Say goodbye to manual data entry and save time for more important tasks. This integration ensures your customer relationship management is always up-to-date, enhancing your marketing efforts.
Connect your Dubsado and Marketing 360 apps for a seamless flow of information. When a new project as lead is added in Dubsado, this workflow creates or updates a matching contact in your Marketing 360 app instantly. Say goodbye to manual data entry and save time for more important tasks. This integration ensures your customer relationship management is always up-to-date, enhancing your marketing efforts.
- When this happens...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.
- automatically do this!CRM - Create or Update Contact
Creates or updates a contact in the Marketing 360® CRM.
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Contract Signed
Triggers when a client submits a signed contract.
Try ItNew 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 ItProject Status Updated
Triggers when a project's status is updated.
Try ItHTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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 ItNew Payment Received
Triggers when a client makes a payment on an invoice.
Try ItProject 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
Lead NameRequired
Email AddressRequired
Phone Number
Contact StatusRequired
Contact TypeRequired
Lead sourceRequired
