🔗 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


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/integromat
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!

/ / / / MORE FREE RESOURCES / / / /
💡 Watch our FREE strategy training here: https://loom.ly/ssAEAyI
📨 Get tips directly in your inbox: https://processdriven.co/email?utm_so...
🌎 Join our FREE Facebook Group by visiting: https://processdriven.co/group
📹 Want to steal our gear/setup/software stack? https://loom.ly/EUbf9Mg

/ / / / SUPPORT OUR WORK / / / /
🔥 Want to get your systems & processes in order? Consider joining #ProcessDriven Foundations™ at: https://loom.ly/wVmg54g
⏱️ Need to learn SmartSuite? Master the basics in just ONE day: https://loom.ly/tBdhzOo
🤓 Need to learn ClickUp? Master the basics in just ONE day: https://loom.ly/lnvReKc

🤝 Interested in becoming a Sponsor for the ProcessDriven YouTube channel? Reach out directly at: https://loom.ly/GUtoxJo


/ / / / 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