Case Study: obo. Agency achieves 25% less time spent creating leads with Zapier

How a Consulting Agency Reduced Time Spent Creating Leads by 25%

obo. Agency, an account-based marketing consulting firm, was spending too much time navigating messy APIs and manually moving lead data between CRMs for its clients. The team turned to Zapier’s automation tools to simplify these workflows and reduce time spent on repetitive data uploads and lead creation.

Using Zapier’s Webhooks and Code features, obo. Agency built custom Zaps to pull data from client systems and automatically create or update leads and contacts in tools like HubSpot and Salesforce. Zapier helped cut Doug Puccetti’s time spent uploading data by over 25% and freed up at least 25% of his time overall, allowing the agency to focus more on client work and less on manual data entry.

obo. Agency

Doug Puccetti

Business Solutions Analyst