⏱ Potential Time Savings ⏱
260 Minutes per Year
✨ HOW TO ✨
Do you find yourself digging through your Dubsado contacts trying to unearth the right email address when sending out a gallery from CloudSpot? Save time by automatically adding contact information to CloudSpot and always have those addresses ready!
With CloudSpot's Zapier integration, you can Zap any new Dubsado email address directly to your CloudSpot contacts section automatically to record those email addresses in CloudSpot!
If you haven't already, you'll need to connect CloudSpot (and Dubsado) to your Zapier account in order to get this Zap started. Read more about how to do that here!
Once you've got your account connected, it's time to get started with creating your Zap. To begin, login to Zapier and click "Make a Zap" in your account dashboard.
🔔 Setting Up Your Trigger 🔔
We'll set up a Trigger that fires every time a new job is created in Dubsado. To do this, simply search for Dubsado in the Trigger search bar and select the icon when it comes up.
Choose the Trigger event called "New Project as Job". Selecting this option will initiate this Zap any time you create a job manually, with a Lead Capture Form, or when a Public Proposal Form is filled out. Once you've selected the "New Project as Job" option, click "Continue".
Select your Dubsado account when prompted, and click "Continue" again.
Finally, click "Test Trigger" to allow Zapier to pull some sample data from your Dubsado account. Then, click "Continue" when prompted.
🔔 Setting Up Your Action 🔔
Now that we have our Trigger set up, it's time to create an Action. We'll be focusing on how to take emails from our new job in Dubsado and place them into CloudSpot's contacts section as a new contact. Simply search for CloudSpot in the Action search bar and select the icon when it comes up.
Choose the Action event called "Create New Contact". Selecting this option will automatically create a new contact each time your Email Capture form is filled out. Once you've selected the "Create New Contact" option, click "Continue".
Select your CloudSpot account when prompted, and click "Continue" again.
From here, you can map out the necessary fields that you'd like to include with this new contact. The only required field is "Email", though we would also suggest adding in your client's first and last name, as well as phone number if available.
Once you've finished mapping out your fields with the necessary information, click "Continue".
You'll be prompted to test the connection to your CloudSpot account, which you can choose to do by clicking either "Test & Review" or "Test & Continue".
Once you've concluded testing, you'll be prompted to turn on your Zap at the bottom of the window, or the top right hand corner.
BOOM! You just set up your Zap! 🎉 🎉
Now, any contact from a new Dubsado job will be automatically added to your Contacts section in CloudSpot!
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