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How the Co-founder of a Dog-Friendly Business Automates Contact Management

By Joey Blanco · June 20, 2018
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Who doesn't like to share success? When your work or business does well, sharing the love with your coworkers and employees boosts morale. Plus, it gives your team something to talk about and shows them how their hard work pays off.

The most efficient way to celebrate wins? Automate them. Not the wins themselves, but the sharing. All you have to do is figure out what a win is for your business and then use the tools at your disposal to share it. Easy, right? First you need a definition for those little victories. For DogSpot, a heated and air-conditioned dog house for when you're out and about, new leads are their wins.

Sharing new leads with the company spreads a bit of joy across the team:

"There's something about this real time feedback from interested users that's so encouraging throughout the work day," says Alex Tosti, co-founder and chief design officer at DogSpot.

With Zapier's automation, the DogSpot team connects apps and celebrates new leads as they sign up.

About DogSpot

Leaving a dog (or any pet) in the car isn't a safe option—temperatures rise and fall dramatically in the confines of a car, even with cracked windows. And leasing a dog outside a shop can be dangerous, too, if the dog unties itself or if someone nefarious comes along.

But no one adopts a dog to leave them at home all the time. For some dog parents, running around town and checking errands off a list is all the more fun when you're accompanied by your four-legged friend. That's how DogSpot came to be.

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Co-founders Chelsea Brownridge and Todd Schechter created a dog house away from home, where participating members use can reserve a DogSpot nearby their destinations. Complete with heat, AC, a comfy bed, a doggy cam, and bacteria-killing UV light, DogSpot has everything a pup needs to stay safe while you run inside a shop.

"I believe people and their dogs are happier when they can be together," Chelsea says. Happiness is built into the DogSpot team so it's no wonder they share wins with the entire team.

Automatically Share New Leads and Create CRM Contacts

For DogSpot, Zapier helps them share wins and create contacts in their customer relationship manager (CRM), which cuts hours of manual work from their week. With Zaps—our word for automated workflows that bridge different apps—both of these tasks automatically happen.

There are certain things, like contact management, that are easy but not time efficient—Zapier makes those processes really fast.

Alex Tosti, co-founder & Chief Design Officer at DogSpot

By pairing lead generating forms on their website with a CRM and a chat tool, the DogSpot team created simple but powerful workflows that shaved hours off each week.

DogSpot's Tools

App

Icon:

Used For:

Squarespace

Squarespace

Forms & lead generator

HubSpot

HubSpot

Customer relationship manager

Slack

Slack

Team chat

The Workflows

Before DogSpot's Zaps can share new leads, the leads have to be collected. For this, the team uses Squarespace's forms.

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Once the lead submits the form, two Zaps trigger. First, Zapier sends the responses from the Squarespace form to HubSpot, where the DogSpot team manages all their leads. After Zapier creates a contact in HubSpot, DogSpot can market to its leads through emails and texts.

The second Zap pulls out pertinent information from the form—like name and city—and sends a message in Slack to the whole team.

"It’s good for the whole company—not just marketing—to see how actively we receive inbound traffic," Alex explains.

Give these Zaps a try, and check out a few of the most popular Squarespace Zaps, too:

Create or update HubSpot contacts from new Squarespace form submissions

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  • HubSpot logo
Squarespace + HubSpot
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    Requesting customer information via a form on Squarespace? Don't waste time manually keeping the information up-to-date across your various apps. Every time a new form is received from your Squarespace site, this Zap will automatically create or update a contact in HubSpot.

    Get Slack channel notifications for new Squarespace form submissions

    • Squarespace logo
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    Squarespace + Slack
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      Want to update your team whenever a new form has been submitted from your site? Set up this Zapier integration, and a Slack notification will be posted to a channel of your choice whenever a new Squarespace response is received. Keep your team up-to-date so they can follow up quickly.

      Create Trello cards from new Squarespace form responses

      • Squarespace logo
      • Trello logo
      Squarespace + Trello
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        Keeping track of all your website form responses is a breeze when you can keep them organized with Trello. Set up this Zapier integration and each new Squarespace form submission will be added to a new Trello card automatically.

        Save new Squarespace form responses as Airtable records

        • Squarespace logo
        • Airtable logo
        Squarespace + Airtable
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          Collecting customer information with forms is a great way to gather feedback, especially when your submissions are automatically added to a spreadsheet. Use this Squarespace-Airtable automation to save time by letting Zapier add each new Squarespace response as a new record in Airtable automatically.

          Add new to-dos in Basecamp for new Squarespace form submissions

          • Squarespace logo
          • Basecamp logo
          Squarespace + Basecamp
          More details
            Using a project management tool is a great way to keep your team organized. However, manually keeping your to-do lists up-to-date can be time-consuming. Set up this Squarespace-Basecamp integration, and a to-do item will be added to a list in Basecamp whenever a new Squarespace for is received.

            These simple Zaps save the DogSpot team at least three hours each week. But more than that, Zapier helps them keep morale high and spread good vibes throughout the entire company.

            Want to share good news as it happens? Give Zapier a try for free.

            What's your story? Tell us how you use Zapier to do more. You can also read even more customer stories and find new ways to improve your workflow and productivity.

            All images courtesy of DogSpot.

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