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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.
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.
- Contract Signed
Triggers when a client submits a signed contract.
Try It - 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.
Try It - Project Status Updated
Triggers when a project's status is updated.
Try It - HTTP 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 It - New Payment Received
Triggers when a client makes a payment on an invoice.
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
- TitleRequired
- Start Date
- End Date
- Client First Name
- Client Last Name
- Client EmailRequired
- Client Phone Number
- Audience
- Status
Try It