Dubsado + Zoho Campaigns
Add new Dubsado projects as leads to Zoho Campaigns as updated contacts
Supercharge your lead handling process with this efficient workflow. When a new Project as Lead is added in Dubsado, it will directly update that contact in Zoho Campaigns. This process helps in ensuring your contact data in both platforms are consistently updated, saving you the effort of manually transferring data. Boost your lead management and enhance your business communication with this automation.
Supercharge your lead handling process with this efficient workflow. When a new Project as Lead is added in Dubsado, it will directly update that contact in Zoho Campaigns. This process helps in ensuring your contact data in both platforms are consistently updated, saving you the effort of manually transferring data. Boost your lead management and enhance your business communication with this automation.
- 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!Add/Update Contact
Adds a new contact or updates an existing contact in Zoho Campaigns. Contact will not get any confirmation email to join a mailing list.
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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 ItStop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
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
Select Mailing ListRequired
Try It
