I'm Leaving Dubsado...for Make (formerly Integromat)! (Part 1)

🔗 Want to try Make (formerly Integromat)? Use our affiliate link to receive 1 month of the Pro Plan with 10,000 operations for FREE: https://processdriven.co/make?utm_sou... We're leaving Dubsado (finally!) thanks to the wonderful magic of Integromat -- our favorite automation platform. (If you’re not familiar, Integromat is like Zapier...but better!) Rather than trying to use Dubsado to manage everything here at ProcessDriven, we're building our own best-in-class team of our favorite software -- with Integromat to hold all the data together. In this Integromat tutorial, we'll show you how we're recreating the Schedulers in Dubsado using Integromat modules for Calendly, ClickUp, Gmail, and Google Sheets. Not going to lie -- this is a bit of a techy tutorial However, we’ve added some timestamps to make it easier to digest! Here's what we’re covering today: 00:00 - Introduction 00:51 - Why we’re replacing Dubsado 01:22 - How Integromat helps connect all of our favorite tools 04:09 - What exactly are we replacing? 05:20 - 1 Month of Integromat's Standard Plan for FREE: https://processdriven.co/make?utm_sou... 05:51 - Example 1: Replacing the Dubsado Scheduling feature and automated email feature with Integromat 06:35 - Calendly in Integromat 07:33 - Gmail in Integromat 11:06 - Google Sheets in Integromat (Client Log) 12:58 - Routers for conditional paths 11:48 - Using Intregromat's Search feature 16:10 - Creating ClickUp Tasks automagically with Integromat 18:48 - Testing Automation 22:00 - Integromat fangirling 22:34 - How you can apply this 23:46 - Vote for Part 2 🤝 Disclaimer: This video was produced as a part of a paid sponsorship collaboration with Make (formerly, Integromat). Let's all say a giant, "Thank you!" for their help in supporting this channel! [ FREE RESOURCES ] 👉 Grab the Task Plunger to help your delegation process: https://processdriven.co/task-plunger... 👉 Get a FREE operations audit to measure how systemized your team is with a Systemization Snapshot™: https://processdriven.co/snapshot?utm... 👉 Watch my FREE training here to understand #ProcessDriven framework for systemizing business: https://processdriven.co/blueprint?ut... 👉 Subscribe to get new content, freebies, and tips directly in your inbox: https://processdriven.co/email?utm_so... 👉 Want to steal our gear/setup/software stack? https://processdriven.co/gear?utm_sou... [ WORK WITH ME ] 🔥 Want to get your systems & processes in order? Join my signature program, ProcessDriven Foundations™ at: https://processdriven.co/services/pf/... 🔥 Learn SmartSuite basics with my beginner course: https://processdriven.co/services/sma... 🔥 Learn ClickUp basics with my beginner course: https://processdriven.co/services/min... / / / / AFFILIATE DISCLAIMER / / / / Affiliate Disclaimer: This post may contain affiliate links or sponsored content for which we may receive compensation. For details, visit https://processdriven.co/terms?utm_so...