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CRM & Booking Integration

Answer Client Calls 24/7 — Ready For Your Dubsado Workflow

Marlie AI answers inbound inquiries, qualifies the project, and captures every detail your Dubsado workflow needs — so your client onboarding never stalls on a missed call.

Designed for solopreneurs and creative studios on Dubsado

Designed for solopreneurs and creative studios on Dubsado

Dubsado is the engine that runs your client experience — proposals, contracts, invoices, and workflows. But the moment before a client enters Dubsado is the most fragile: an unanswered call or a missed lead form means the project never starts.

Marlie AI handles that first touch. Inquiries are answered 24/7, project type and budget are qualified, and the lead is captured in a structure that maps cleanly into your Dubsado lead capture form or workflow — no client lost to voicemail.

What You Get with Marlie + Dubsado

Everything you need to connect your phone calls with Dubsado — fully automated, zero manual work.

Always-On Inquiry Capture

Marlie answers calls outside of office hours, on weekends, and during shoots — your inquiries never sit in voicemail.

Project Qualification

Marlie collects project type, budget, timeline, and location so you only spend time on inquiries that fit your studio.

Lead-Form Parity

Captures the same fields your Dubsado lead capture form asks for, so handoff into your workflow is one step.

Smart Routing

Different phone numbers can route to different services — weddings, branding, coaching — for cleanly segmented intake.

Email & SMS Handoff

After the call, Marlie emails or texts your Dubsado lead form to qualified callers so they can complete intake on their own.

Bookkeeping Notes

Every call is summarized and emailed to you so you can paste the details into Dubsado workflows without rebuilding context.

How It Works

Get up and running with Dubsado in minutes — no coding required.

1

Connect Marlie

Forward your business number to Marlie or get a new Marlie number. No technical setup required.

2

Mirror Your Dubsado Form

Tell Marlie which fields your Dubsado lead capture form asks for — Marlie collects the same data on the call.

3

Marlie Qualifies

Inbound calls are answered, qualified, and the right next step is offered — book a discovery call, send the lead form, or hand off.

4

Lead Lands With You

You receive a structured summary by email or SMS, and the qualified lead is funnelled into your Dubsado workflow.

Built for Real Scenarios

See how businesses use Marlie + Dubsado to capture more leads and streamline operations.

Wedding Photographers

Scenario

A bride calls on a Sunday asking for availability. Most photographers don't pick up.

Outcome

Marlie qualifies the wedding date, location, and budget, sends the Dubsado inquiry form, and emails the photographer a complete brief.

Branding & Design Studios

Scenario

A founder calls to ask about a brand identity project. The studio is in deep work.

Outcome

Marlie collects the project scope, budget, and timeline, qualifies fit, and routes the inquiry into the studio's Dubsado intake workflow.

Coaches & Consultants

Scenario

A potential coaching client wants to book a discovery call but can't reach you live.

Outcome

Marlie books the discovery call on your calendar, sends a Dubsado intake form, and notifies you with the full conversation summary.

Frequently Asked Questions

Common questions about the Marlie AI + Dubsado integration.

Does Dubsado have a public API?

Dubsado does not currently expose a public API for partner integrations. Marlie integrates by collecting the same fields your Dubsado lead form asks for and handing off via email, SMS, or your lead form URL.

How does the handoff into Dubsado work?

Marlie qualifies the caller and then either (a) sends them a link to your Dubsado lead capture form by SMS or email, (b) emails you a structured summary you can paste into Dubsado, or (c) books a discovery call on your synced calendar.

Will this replace my Dubsado workflows?

No. Marlie sits in front of Dubsado as your AI receptionist. Your existing Dubsado workflows, contracts, and invoices remain untouched.

Can Marlie qualify project budget?

Yes. Marlie can ask budget and timeline questions and disqualify low-fit inquiries before they consume your time.

Can different services have different intake flows?

Yes. You can have separate phone numbers or call flows per service, each capturing the right fields for that Dubsado workflow.

Will Marlie support a direct Dubsado API integration if Dubsado launches one?

Yes. We track Dubsado API availability and will ship a native integration the moment a public API is released.

Ready to connect Marlie AI with Dubsado?

Eligible new customers get 14 days free. Add a card at checkout with $0 due today, then place your first real phone test minutes later.

What Our Customers Say

Marlie has dramatically improved our reservation process, reducing missed calls by 40%.

Texas de Brazil Steakhouse

Our takeout orders increased by 25% since implementing Marlie to handle busy call times.

Burning Rice Restaurant

Student enrollment is up 30% with Marlie handling after-hours inquiries about our programs.

SoHo Driving School

Marlie has become an essential part of our customer service strategy across all our places.

Weiman Maclise Restaurant Group

The AI voice agents integrate seamlessly with our existing systems, creating a truly omnichannel experience.

Restaurant Powered by Shopify
Easy onboarding

Get set up in minutes

Create your receptionist in 15 minutes and start receiving calls immediately. Try it for 2 weeks risk-free with our money-back guarantee.

    Marlie AI + Dubsado Integration | AI Receptionist for Service-Based Businesses