Dubsado + Outgrow
Create Dubsado projects for new Outgrow leads to easily manage and track clients
Streamline your lead management process with this efficient workflow. When a new lead is added in the Outgrow app, a project will be automatically created in Dubsado, ensuring all your leads are organized and ready for action. Save time and stay on top of your projects with this seamless integration.
Streamline your lead management process with this efficient workflow. When a new lead is added in the Outgrow app, a project will be automatically created in Dubsado, ensuring all your leads are organized and ready for action. Save time and stay on top of your projects with this seamless integration.
- When this happens...New Lead
Triggers when a new lead is created. Works on all Outgrow plans.
- automatically do this!Create Project
Creates a new project.
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Calculator / QuizRequired
Try ItContract 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 It
Calculator / QuizRequired
SegmentRequired
Try ItNew 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
