Dubsado integration

Client management for service businesses, with forms, contracts, invoices and workflows. Connect Dubsado to OLODESK and use it in the apps and automations your business runs on.

Category
CRM & sales

Popular ways to use Dubsado

Start with one of these, or describe your own.

Inquiries become Dubsado leads

Inquiries from your site, ads or phone calls are added to Dubsado as leads, so your usual process takes over.

Booked projects set up the rest

Booking a Dubsado project adds the client to your back office, calendar and email list.

Your bookings, month by month

Your dashboard shows new Dubsado leads and booked projects by month, next to the rest of your business numbers.

How to connect Dubsado

  1. Request Dubsado

    In your portal’s Integrations tab, press Request access next to Dubsado. On Business Starter and Business Pro it’s ready within 24 hours. No account yet? Send a request.

  2. Connect your account

    Sign in to Dubsado, or paste the access key from your account.

  3. Describe what you need

    OLODESK builds it with you. Try it on real data before it goes live.

How integrations work

On Business Pro, you can also work with your Dubsado data in ChatGPT. AI on OLODESK

More CRM & sales apps

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Dubsado integration FAQ

Do I need my own Dubsado account?

Yes. You connect the Dubsado account your business already uses.

Which plans include the Dubsado integration?

Business Starter and Business Pro. Press Request access next to it in your portal’s Integrations tab, and it’s ready within 24 hours.

Can I connect more than one Dubsado account?

Yes. Connect as many as you need and choose which one each system uses.

Put Dubsado to work

Start your Free trial, then request Dubsado on Business Starter or Business Pro.