Can I create a zap from a specific Dubsado lead workflow to Flodesk?
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Hi,
You most certainly can. You can add people from Dubsado into Flodesk, to give you an idea this is the type of automation you can do via Zapier:
- Classify new leads as "leads"
- Move subscribers to "client" when a Dubsado contract is signed
- Remove "lead" status when they become "clients"
BUT: Please note that in order to comply with anti-spam laws you should ask your leads in Dubsado to opt-in before you transfer them into Flodesk. Check out my video on how to do this here.
Do you have a paid or free Zapier account?
A paid Zapier account allows you to be more specific in your tagging in Flodesk, for example, branding leads, web design leads, etc. You will need a paid plan to allow filtering essentially.
I hope this helps. :)
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