Dubsado + LeadConnector
Add new Dubsado projects as leads to LeadConnector opportunities
Streamline your sales process with this workflow. When a new project is identified as a lead in Dubsado, it's instantly recorded as an opportunity in LeadConnector. This efficient process eliminates manual data entry, making sure every lead is tracked, and you can focus on making successful connections. Grow your business smartly by bridging the gap between Dubsado and LeadConnector.
Streamline your sales process with this workflow. When a new project is identified as a lead in Dubsado, it's instantly recorded as an opportunity in LeadConnector. This efficient process eliminates manual data entry, making sure every lead is tracked, and you can focus on making successful connections. Grow your business smartly by bridging the gap between Dubsado and LeadConnector.
- 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/Update Opportunity
Adds or updates an existing opportunity.
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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
In PipelineRequired
Moved to Stage
Try It
