Dubsado + Marketing 360

Dubsado + Marketing 360 integrations

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.

When this happens...
New Project as LeadTriggers when a project is created as a lead manually, with a Lead Capture Form or when Public Proposal Form is filled out.
TriggerInstant
automatically do this!
CRM - Create or Update ContactCreates or updates a contact in the Marketing 360® CRM.
ActionWrite

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More things you can do with Dubsado and Marketing 360

Discover other triggers and actions you can use with Dubsado and Marketing 360

Contract Signed
Triggers when a client submits a signed contract.
Trigger
Instant
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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
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Project Status Updated
Triggers when a project's status is updated.
Trigger
Instant
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- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Contact Name
  Required
- Email Address
  Required
- Phone Number
- Contact Source
  Required
- Contact Status
  Required
- Contact Type
  Required
Action
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
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New Payment Received
Triggers when a client makes a payment on an invoice.
Trigger
Instant
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- 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
- Lead Name
  Required
- Email Address
  Required
- Phone Number
- Contact Status
  Required
- Contact Type
  Required
- Lead source
  Required
Action
Write

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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Related categories

CRM (Customer Relationship Management)

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About Marketing 360

Marketing 360® is an all-in-one marketing platform with the tools you need to scale and the marketing programs and talent you need to grow.