Dazos CRM + Dubsado
Create leads in Dazos CRM for new projects lead in Dubsado
Connect Dubsado and Dazos CRM seamlessly with this streamlined workflow. Whenever a new project is marked as a lead in Dubsado, this process will simultaneously create a new lead within Dazos CRM. This workflow saves you time and ensures effective lead management by keeping your Dazos CRM updated in real time with your Dubsado activities.
Connect Dubsado and Dazos CRM seamlessly with this streamlined workflow. Whenever a new project is marked as a lead in Dubsado, this process will simultaneously create a new lead within Dazos CRM. This workflow saves you time and ensures effective lead management by keeping your Dazos CRM updated in real time with your Dubsado activities.
- When this happens...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.
- automatically do this!Create Lead
Creates a new Lead
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Contract 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 ItHTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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 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
Lead Converted to Opportunity
Triggers when a Lead is Converted to an Account/Opportunity.
Try It
