Best answer

Dubsado Workflow

  • 23 July 2020
  • 1 reply

Can I create a zap from a specific Dubsado lead workflow to Flodesk?


Best answer by AgsMags 24 July 2020, 19:32

View original

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

1 reply

Userlevel 1


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. :)