Dubsado
Google Contacts
zapier

An automated workflow using zapier

Connects Dubsado + Google Contacts

Create Google Contacts from new leads from Dubsado projects

About this workflow template

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.

Diagram

Create Google Contacts from new leads from Dubsado projects
Workflow diagram: Dubsado + Google Contacts integration

How it works?

When this trigger fires in Dubsado

Dubsado

New Project as Lead 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

Google Contacts

Create Contact in Google Contacts

Creates a new contact.

How to set up this workflow

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

Configure Applications

First, we need to connect Dubsado and Google Contacts to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Dubsado to Zapier.

    Connect Dubsado to Zapier.

    Give Zapier access to your Dubsado account, using Dubsado credentials.

  • Connect Google Contacts to Zapier.

    Connect Google Contacts to Zapier.

    Give Zapier access to your Google Contacts account, using Google Contacts credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for Dubsado

    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

    Then set up an Action for Google Contacts

    Choose this action: Create Contact (Creates a new contact.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    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 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!

Supported triggers and actions

  • Google Contacts

    New or updated contact

    Triggers when a contact is created or updated.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Google Contacts

    Watch contacts

    Triggers when a contact is created or updated.

    integromat
    triggerbyintegromat
  • Google Contacts

    New contact added

    This Trigger fires every time a new Google Contact is created.

    ifttt
    triggerbyifttt
  • Google Contacts

    New group

    Triggers when a group is created.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Google Contacts

    New contact added to group

    This Trigger fires every time a Google Contact is added to a group.

    ifttt
    triggerbyifttt
  • Google Contacts

    New contact

    Triggers when a contact is created.

    zapier
    triggerbyzapier
  • Dubsado

    Create project

    Creates a new project.

    zapier
    actionbyzapier
  • Dubsado

    Custom actions (beta)

    Create a new action using AI.

    zapier
    actionbyzapier
  • Dubsado

    Api request (beta)

    This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

    zapier
    actionbyzapier
  • Dubsado

    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.

    zapier
    triggerbyzapier
  • Dubsado

    Contract signed

    Triggers when a client submits a signed contract.

    zapier
    triggerbyzapier
  • Dubsado

    New payment received

    Triggers when a client makes a payment on an invoice.

    zapier
    triggerbyzapier

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