This automation scenario allows you to connect Dubsado and Google Contacts
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
When this trigger fires in Dubsado
Triggers when a project is created as a lead manually, with a Lead Capture Form or when Public Proposal Form is filled out.
Then this action happens in Google Contacts
Creates a new contact.
This guide contains information on how to set up an automatic workflow that allows to Create Google Contacts from new leads from Dubsado projects.
Part I
First, we need to connect Dubsado and Google Contacts to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Dubsado to Zapier.
Give Zapier access to your Dubsado account, using Dubsado credentials.
Connect Google Contacts to Zapier.
Give Zapier access to your Google Contacts account, using Google Contacts credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Dubsado
Choose the following trigger: 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.).
Then set up an Action for Google Contacts
Choose this action: Create Contact (Creates a new contact.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Dubsado and Google Contacts.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create Google Contacts from new leads from Dubsado projects!
Triggers when a contact is created or updated.
Triggers when a contact is created or updated.
This Trigger fires every time a new Google Contact is created.
Triggers when a group is created.
This Trigger fires every time a Google Contact is added to a group.
Triggers when a contact is created.
Creates a new project.
Create a new action using AI.
This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
Triggers when a project is created as a lead manually, with a Lead Capture Form or when Public Proposal Form is filled out.
Triggers when a client submits a signed contract.
Triggers when a client makes a payment on an invoice.
Google Contacts alternatives
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