Chat Agents + Dubsado
Add new chat leads from Chat Agents as projects in Dubsado
With Chat Agents, upon completion of a chat on your site, a new chat lead is added from Chat Agents with all the relevant contact information. With this Zapier integration, those lead details are automatically added as a new project in Dubsado.
With Chat Agents, upon completion of a chat on your site, a new chat lead is added from Chat Agents with all the relevant contact information. With this Zapier integration, those lead details are automatically added as a new project in Dubsado.
- When this happens...New Chat Lead
Triggers when there's a new chat lead.
- automatically do this!Create Project
Creates a new project.
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Chat Lead Updates
Triggers when a existing lead is updated.
Try ItContract 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 It
New Chat Lead
Triggers when there's a new chat lead.
Try ItNew 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
