ActiveCampaign + Dubsado
Create contact notes in ActiveCampaign for new projects in Dubsado
Jumpstart your customer relations efficiently with this workflow. As soon as you create a new project as a job in Dubsado, a corresponding contact note is created in ActiveCampaign. It's an optimal way to continuously update your CRM and ensure your contacts are up-to-date with all project-related news. Simplify your processes using this seamless pipeline between Dubsado and ActiveCampaign.
Jumpstart your customer relations efficiently with this workflow. As soon as you create a new project as a job in Dubsado, a corresponding contact note is created in ActiveCampaign. It's an optimal way to continuously update your CRM and ensure your contacts are up-to-date with all project-related news. Simplify your processes using this seamless pipeline between Dubsado and ActiveCampaign.
- When this happens...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.
- automatically do this!Add Contact Note
Adds new contact note.
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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
Custom ObjectRequired
Trigger EventsRequired
Try It
