Zapier helps your favorite apps work together automatically. Whether you want to grow your email list, keep your CRM up to date, or build custom reports, PetPocketbook can trigger automations that save you time and eliminate repetitive work without any coding.
With just a few clicks, you can connect PetPocketbook to the tools you already use and let Zapier handle the rest.
What is Zapier?
Zapier is an online automation platform that connects thousands of popular business applications.
It works by creating automated workflows called Zaps. Each Zap starts with a trigger (something that happens in PetPocketbook) and performs one or more actions in another app.
For example:
A new family is added in PetPocketbook → automatically add them to your Mailchimp audience.
A family updates their contact information → update your CRM automatically.
A new family is created → add a row to a Google Sheet for reporting.
Once your Zap is turned on, it runs automatically in the background, helping eliminate repetitive tasks and keeping your information synchronized across your favorite apps.
Why use Zapier with PetPocketbook?
Every pet care business has its own workflow. Zapier allows you to connect PetPocketbook with the tools that fit your business.
Using Zapier can help you:
Save time by eliminating manual data entry.
Keep customer information synchronized across multiple platforms.
Automatically grow your email marketing lists.
Trigger follow-up tasks or campaigns in your CRM.
Build custom reports and dashboards.
Create automations that match the way you run your business.
Whether you're managing marketing, reporting, customer communication, or sales, Zapier helps your apps work together so you can spend less time on administrative work and more time serving your clients.
Ideas to inspire your automations
Not sure where to start? Here are a few ways pet care businesses can use Zapier with PetPocketbook.
Grow your email list automatically
Every new family that joins PetPocketbook can automatically be added to your Mailchimp, Klaviyo, Constant Contact audience, or other email marketing provider, making it easy to send newsletters, seasonal promotions, educational content, and business updates without manually importing contacts.
Keep your CRM up to date
Automatically create new contacts in GoHighLevel (or PetBizCRM), assign follow-up tasks, or enroll new leads into marketing campaigns so your sales and marketing processes stay organized from day one.
Build custom reports
Send new or updated family information to Google Sheets automatically to create custom dashboards, track business growth, or build reports that fit your specific needs.
Create your own workflow
Our templates are a great place to start, but they're only the beginning. Because PetPocketbook connects with Zapier, you can build custom automations with thousands of supported apps and tailor them to your business.
PetPocketbook triggers
Today, PetPocketbook supports the following Zapier triggers.
Trigger | Description |
New family created | Starts a Zap whenever a new family is added to PetPocketbook. |
Family updated | Starts a Zap whenever a family's information changes, including updates to either human or pet information. |
Family removed | Starts a Zap whenever a family is removed from PetPocketbook. |
As we continue expanding our Zapier integration, we'll be adding additional triggers to support even more automation possibilities.
Featured templates
We've created several ready-to-use templates to help you get started quickly. You can use them as-is or customize them to fit your workflow.
Automatically add new PetPocketbook families to your Mailchimp audience.
Perfect for:
Customer newsletters
Promotions
Educational emails
Business announcements
Automatically add new families to Klaviyo so your marketing lists stay up to date without any manual work.
Keep your Constant Contact audience updated automatically whenever a new family joins your business.
Automatically create a spreadsheet row whenever a family is created or updated in PetPocketbook.
Great for:
Business reporting
Custom dashboards
Internal tracking
Data analysis
GoHighLevel
These templates will allow you to:
Because PetBizCRM is built on the GoHighLevel platform, these templates will also be compatible with PetBizCRM.
Create your own Zap
Don't see exactly what you're looking for?
You can create your own custom Zap using PetPocketbook's available triggers and connect to thousands of supported applications on Zapier.
Many customers start with one of our templates and customize it to fit their workflow. Others build entirely new automations from scratch.
Browse all available integrations here:
Getting started
Setting up your first Zap only takes a few minutes.
Create a Zapier account if you don't already have one.
Browse the available PetPocketbook templates or create a new Zap.
Connect your PetPocketbook account.
Connect the app you'd like to automate.
Test your Zap.
Turn it on and let Zapier do the work.
If you're new to Zapier, you can compare their available plans and pricing here.
We're just getting started
Our Zapier integration will continue to grow alongside PetPocketbook.
We're actively working on adding new templates and additional triggers so you can automate even more of your business.
Have an idea for a trigger, integration or workflow you'd like to see? We'd love to hear it. Share your feedback with our team, and let us know which templates or triggers would make the biggest impact on your business.