Dubsado + LeadConnector
Create new Dubsado projects when LeadConnector pipeline stages change
Easily manage your projects with this simplified workflow. When a lead stage changes in LeadConnector, a new project gets instantly created in Dubsado. This streamlines your ability to keep up with lead progress, saving you time and improving efficiency while using the same terms as both apps, enabling a smooth and consistent project creation process.
Easily manage your projects with this simplified workflow. When a lead stage changes in LeadConnector, a new project gets instantly created in Dubsado. This streamlines your ability to keep up with lead progress, saving you time and improving efficiency while using the same terms as both apps, enabling a smooth and consistent project creation process.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Project
Creates a new project.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Contract Signed
Triggers when a client submits a signed contract.
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First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date Of Birth
CampaignRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
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.
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