Bonjoro + Dubsado

Create tasks in Bonjoro for new Dubsado projects as leads

Efficiently manage and prioritize your leads by connecting Dubsado and Bonjoro in a seamless workflow. When a new project is created as a lead in Dubsado, this automation will instantly create a task in Bonjoro, ensuring you never miss a chance to engage with your potential clients. Stay organized and boost your sales process with this powerful integration.

Efficiently manage and prioritize your leads by connecting Dubsado and Bonjoro in a seamless workflow. When a new project is created as a lead in Dubsado, this automation will instantly create a task in Bonjoro, ensuring you never miss a chance to engage with your potential clients. Stay organized and boost your sales process with this powerful integration.

  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!
    BonjoroBonjoro
    Create Task

    Creates a Bonjoro Task. To complete it, record a video message using the Bonjoro platform.

    ActionWrite
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Supported triggers and actions

bonjoro logo
bonjoro logo

About Bonjoro

Bonjoro lets you send personalised welcome videos to your customers.
Learn more

Related categories

  • Customer Appreciation

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dubsado logo
dubsado logo

About Dubsado

​Dubsado is a business management suite for the creative industry professionals. Sign contracts, manage tasks, and get paid.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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