Dubsado + LeadConnector

Create opportunities in LeadConnector from newly signed contracts in Dubsado

Effortlessly keep track of new contracts with this seamless workflow between Dubsado and LeadConnector. When a contract is signed in Dubsado, this automation will add or update an opportunity in LeadConnector, ensuring your sales pipeline is always up-to-date and accurate. Save time and streamline your contract management with this efficient and simple integration.

Effortlessly keep track of new contracts with this seamless workflow between Dubsado and LeadConnector. When a contract is signed in Dubsado, this automation will add or update an opportunity in LeadConnector, ensuring your sales pipeline is always up-to-date and accurate. Save time and streamline your contract management with this efficient and simple integration.

  1. When this happens...
    DubsadoDubsado
    Contract Signed

    Triggers when a client submits a signed contract.

    TriggerInstant
  2. automatically do this!
    LeadConnectorLeadConnector
    Add/Update Opportunity

    Adds or updates an existing opportunity.

    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
    • In PipelineRequired

    • Moved to Stage

    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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leadconnector logo
leadconnector logo

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
Learn more

Related categories

  • Marketing Automation

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier