Can I create a zap from a specific Dubsado lead workflow to Flodesk?
Best answer
Dubsado Workflow
Best answer by AgsMags
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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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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