Automating Contact Management in a Dog-Friendly Business: A Case Study on DogSpot

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DogSpot, a company that provides heated and air-conditioned dog houses for pet owners on the go, was looking for an efficient way to celebrate their business wins, specifically new leads. The company wanted to share these victories with their team in real time to boost morale and show the team how their hard work was paying off. However, manually sharing this information was time-consuming and inefficient. Additionally, DogSpot needed a way to manage these new leads and contacts in their customer relationship manager (CRM), a task that was also taking up significant time each week.

DogSpot is a company that provides a unique solution for dog owners who want to take their pets out and about with them. Recognizing that leaving a dog in a car or tied up outside a shop can be dangerous, DogSpot offers heated and air-conditioned dog houses that can be reserved by members near their destinations. These dog houses are equipped with a comfy bed, a doggy cam, and a bacteria-killing UV light, ensuring that the dogs are safe and comfortable while their owners run errands. The company was founded by Chelsea Brownridge and Todd Schechter, who believe that people and their dogs are happier when they can be together.

DogSpot turned to Zapier's automation to solve their challenges. Zapier allowed DogSpot to connect apps and celebrate new leads as they signed up. By pairing lead generating forms on their website with a CRM and a chat tool, DogSpot was able to create simple but powerful workflows that saved them hours each week. When a lead submitted a form on the website, two Zaps were triggered. The first Zap sent the responses from the form to HubSpot, where DogSpot managed all their leads. After Zapier created a contact in HubSpot, DogSpot could then market to its leads through emails and texts. The second Zap pulled out pertinent information from the form, like name and city, and sent a message in Slack to the whole team, allowing them to celebrate the new lead in real time.

• Beyond the quantitative benefits, the use of Zapier's automation tools has had significant qualitative benefits for DogSpot. The real-time sharing of new leads has boosted morale across the team, creating a positive work environment and showing the team how their hard work is paying off. The automation of these processes has also allowed the team to focus more on their core tasks, improving overall productivity. Furthermore, by automating the process of adding new leads to their CRM, DogSpot has been able to ensure that no potential customers fall through the cracks, improving their customer relationship management and ultimately leading to better customer service.

• Saved at least three hours each week by automating the sharing of new leads and the creation of CRM contacts

• Enabled real-time sharing of new leads with the entire team

• Automated the process of adding new leads to their CRM, allowing for efficient marketing through emails and texts