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Dubsado

Dubsado is a Customer Relationship(CRM) platform that helps businesses to streamline their workflows. The platform increases productivity by enabling its users to generate leads, manage and track workflows, engage with clients, collaborate with teams, and schedule appointments.

Dubsado Survey Integration: Use Cases

Dubsado survey integration to power your customer relationship management process and establish a strong bond with potential & existing customers. Trigger a survey when a contract is signed, create projects from survey submissions, and trigger a survey when a new payment is received.

Trigger a survey when a contract is signed

Trigger a survey once a contract is signed in Dubsado. Gather inputs from your client and carry out the next steps in the sales process with Dubsado survey integration.

Create projects from survey submissions

Create projects in Dubsado from survey submissions. Share invoices, proposals, and task details via survey responses with relevant clients or co-workers with Dubsado survey integration.

Trigger a survey when a new payment is received

Trigger a survey when a new payment is received in Dubsado. Collect feedback from customers and measure your organization's success based on their experience with Dubsado survey integration.

Better experiences

begin here!

Easy to create. Easy to set-up.

And 40% more responses.

GET STARTED