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Set up your first integration
Quickly connect Dubsado to HubSpot with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Dubsado with HubSpot - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Contract Signed" from Dubsado.
Add your action
An action happens after the trigger—such as "Update Contact Subscription Preferences" in HubSpot.
You’re connected!
Zapier seamlessly connects Dubsado and HubSpot, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Contract Signed
Triggers when a client submits a signed contract.
Try ItTriggerInstant - 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.
Try ItTriggerInstant - Project Status Updated
Triggers when a project's status is updated.
Try ItTriggerInstant - Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite
- 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 ItTriggerInstant - New Payment Received
Triggers when a client makes a payment on an invoice.
Try ItTriggerInstant - 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
ActionWrite- Note
- Additional properties to retrieve
Try ItTriggerPolling
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Practical ways you can use Dubsado and HubSpot
Automatically add new Dubsado leads to HubSpot.
When a new lead is created in Dubsado, Zapier automatically adds the lead to HubSpot as a new contact. Ensures seamless syncing of potential clients between systems without manual input, improving data consistency and saving time.
Business OwnerTrack email form submissions in Dubsado.
When a form is submitted in HubSpot, automatically create a new lead in Dubsado with Zapier. This integration provides streamlined management of submissions, ensuring that marketing efforts are captured for follow-up with potential clients.
Marketing & Marketing OpsCreate a new project for every HubSpot deal.
When a new deal is created in HubSpot, automatically set up a project in Dubsado with Zapier. This workflow minimizes manual handoffs between sales and project management, ensuring a faster and error-free start to projects. It improves response times and reduces data entry errors.
Sales OpsLearn how to automate HubSpot on the Zapier blog
Frequently Asked Questions about Dubsado + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Dubsado and HubSpot
How do I set up a trigger for Dubsado in HubSpot?
To set up a trigger for Dubsado in HubSpot, you need to create a Zap using our platform. Start by selecting Dubsado as your trigger app and choose an event such as 'New Project' or 'Updated Lead'. Then, connect it with your HubSpot account to initiate actions like 'Create Contact' or 'Update Deal.'
Can I automatically create new contacts in HubSpot from Dubsado leads?
Yes, you can automatically create new contacts in HubSpot from Dubsado leads by setting up an automation through us. Use the 'New Lead' trigger in Dubsado and pair it with the 'Create Contact' action in HubSpot. This ensures every lead from Dubsado becomes a contact in your CRM effortlessly.
What are the limitations of integrating Dubsado with HubSpot?
When integrating Dubsado with HubSpot, consider that some complex data fields might not map directly between apps. Currently, we support key triggers and actions like creating contacts and updating deals, but always review supported features per integration.
Is it possible to update existing deals in HubSpot based on changes in Dubsado projects?
Absolutely! You can set this up by creating a workflow where changes in a Dubsado project trigger updates to existing deals in HubSpot. Use the 'Project Status Change' trigger paired with the 'Update Deal' action.
How often does data sync between Dubsado and HubSpot occur?
Data syncing between Dubsado and HubSpot via our platform usually occurs instantly as triggers are activated. However, specific workflows might experience slight delays depending on the complexity of automations.
Can we use custom fields from Dubsado when creating updates in HubSpot?
Yes, custom fields from Dubsado can be mapped when configuring your workflows with us. Ensure these fields are aligned during setup so that when triggers occur, they populate correctly into relevant sections within HubSpot.
What should I do if my integration between Dubasdo and Hubspot is not working properly?
First, verify all connection credentials for both apps are current. Check if the correct triggers and actions have been selected. If issues persist, reviewing detailed logs via our dashboard can help pinpoint errors or consult our support team for assistance.
