Dubsado + Flodesk
Add new Dubsado projects leads to segments in Flodesk as existing subscribers
Increase your marketing potential by using this automated workflow between Dubsado and Flodesk. Whenever a new project is initiated in Dubsado as a lead, it will help streamline your email marketing by adding the involved subscriber to a segment in Flodesk. This efficient system not only saves time, but also helps to target and engage your leads where they're most likely to respond.
Increase your marketing potential by using this automated workflow between Dubsado and Flodesk. Whenever a new project is initiated in Dubsado as a lead, it will help streamline your email marketing by adding the involved subscriber to a segment in Flodesk. This efficient system not only saves time, but also helps to target and engage your leads where they're most likely to respond.
- 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!Add Existing Subscriber to Segment
Adds a subscriber to a segment. Note: the email address must already exist in Flodesk, or this zap will fail.
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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
SegmentRequired
Try It
