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How Zapier works

Zapier makes it easy to integrate Dubsado with Mailchimp - no code necessary. See how you can get setup in minutes.

Select a trigger from Dubsado

A trigger is an event that starts your Zap and runs the workflow. For example, with Dubsado, a trigger could be "Contract Signed."
A trigger is the event that kicks off your automated workflow.

Setup an action from Mailchimp

An action is what takes place after the automation is triggered. For example, with Mailchimp, the action could be "Archive Subscriber."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Dubsado to Mailchimp

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Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Dubsado to Mailchimp integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Dubsado + Mailchimp integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Dubsado and Mailchimp

Can I integrate Dubsado with Mailchimp to automate my email marketing?

Yes, you can integrate Dubsado with Mailchimp to streamline your email marketing efforts. Our integration uses triggers and actions to automate processes such as adding new Dubsado leads to your Mailchimp email list or updating existing contacts.

What triggers are available when integrating Dubsado with Mailchimp?

When integrating Dubsado with Mailchimp, you can set up triggers such as 'New Project Created' or 'Lead Captured.' These triggers can initiate actions like adding a contact to a specific Mailchimp audience or updating an existing subscriber's information.

How can I make sure my clients are automatically added to a Mailchimp list after they complete a form in Dubsado?

To ensure your clients are automatically added to a Mailchimp list after completing a form in Dubsado, you can use the 'Lead Captured' trigger. This will activate an action that adds the client's details directly into your chosen audience group in Mailchimp.

Is it possible to tag subscribers based on their signup source from Dubsado?

Yes, it's possible to tag subscribers based on their signup source when they are added from Dubsado. You can create an action that assigns specific tags in Mailchimp depending on the form or project type associated with each subscriber.

Can I update subscriber preferences in Mailchimp via changes in Dubsado?

Certainly! You can set up actions that update subscriber preferences in Mailchimp whenever certain changes occur in a client's profile within Dubsado. This might include modifying contact fields like email address or interests based on project updates.

What types of information can be passed from Dubsado to Mailchimp during integration?

During integration, you can pass various types of information such as client names, email addresses, project types, and custom field entries from Dubsado into corresponding fields within your Mailchimp audiences.

How do I handle unsubscribes from my email lists after integrating with Dubsado?

Handling unsubscribes is simple and managed directly within our system. Unsubscribe events captured by Mailchimp will ensure these contacts are not messaged again without requiring additional setup between platforms.

Connect Dubsado and Mailchimp to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • Dubsado triggers, actions, and search
    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.

    Trigger
    Instant
    Try It
  • Dubsado triggers, actions, and search
    New Payment Received

    Triggers when a client makes a payment on an invoice.

    Trigger
    Instant
    Try It
    • Project 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
    • Title
      Required
    • Start Date
    • End Date
    • Client First Name
    • Client Last Name
    • Client Email
      Required
    • Client Phone Number
    Action
    Write
    • Audience
    • Status
    Trigger
    Scheduled
    Try It

Learn how to automate Dubsado on the Zapier blog

Learn how to automate Mailchimp on the Zapier blog

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About Dubsado
​Dubsado is a business management suite for the creative industry professionals. Sign contracts, manage tasks, and get paid.
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    Share your ideas with Mailchimp email newsletters—then use its landing page and form builders to grow your lists and take marketing further with drip and transactional emails.
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