Dubsado + SendPulse

Add new Dubsado leads to SendPulse

Make sure all your CRM contacts hear about your latest updates by letting automation copy their info across your system. Once you turn it on, this integration will automatically capture any new lead you add on Dubsado and subscribe them to one of your mailing lists on SendPulse so you can reach out and nurture them.

Make sure all your CRM contacts hear about your latest updates by letting automation copy their info across your system. Once you turn it on, this integration will automatically capture any new lead you add on Dubsado and subscribe them to one of your mailing lists on SendPulse so you can reach out and nurture them.

  1. When this happens...
    DubsadoDubsado
    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.

    TriggerInstant
  2. automatically do this!
    SendPulseSendPulse
    Add Subscriber

    Add a new subscriber to a list.

    ActionWrite
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Supported triggers and actions

  • Dubsado triggers, actions, and search

    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
    Try It
  • Dubsado triggers, actions, and search

    New Payment Received

    Triggers when a client makes a payment on an invoice.

    Trigger
    Instant
    Try It
    • 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

    • TitleRequired

    • Start Date

    • End Date

    • Client First Name

    • Client Last Name

    • Client EmailRequired

    • Client Phone Number

    Action
    Write
    • Mailing ListRequired

    Trigger
    Instant
    Try It
dubsado logo
dubsado logo

About Dubsado

Dubsado is a platform that streamlines your client flow. Create repeatable processes, send contracts, get paid... and so much more.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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sendpulse logo
sendpulse logo

About SendPulse

SendPulse is an Integrated messaging platform providing user communication on all devices with Emails, SMS, Web Push, SMTP and more.
Learn more

Related categories

  • Email Newsletters

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