Zapier use cases
Use Zapier to send GovTribe pipeline records to a CRM or create GovTribe pursuits from CRM records.
Use these examples when your team wants Zapier to move capture work between GovTribe and a CRM or another business-development system.
Before building a Zap, connect your GovTribe account to Zapier from Integrations, then review Actions and triggers for the current GovTribe events and actions available in Zapier.
Send GovTribe pipeline records to a CRM
Use this workflow when a pursuit should move to your CRM after it reaches a specific pipeline stage in GovTribe.
Choose the handoff stage. Choose the GovTribe pipeline and stage that should trigger the CRM handoff. For example, create or use a stage named Send to CRM.
Create a Zap. In Zapier, create a new Zap.
Choose the trigger app. Choose GovTribe as the trigger app.
Select the trigger event. Select Updated Pursuit Stage as the trigger event.
Connect GovTribe. Connect or choose your GovTribe account.
Configure the watched stage. Configure the trigger to watch the selected pipeline and stage.
Test the trigger. Test the GovTribe trigger.
Add your CRM. Add your CRM as the next Zap step.
Map the fields. Map the GovTribe pursuit fields to the matching CRM fields.
Publish the Zap. Test and publish the Zap.
After the Zap is active, moving a GovTribe pursuit into the selected stage sends the mapped pursuit data to your CRM.
Create GovTribe pursuits from CRM records
Use this workflow when a CRM event should create a new pursuit in GovTribe.
Create a Zap. In Zapier, create a new Zap.
Choose the trigger app. Choose your CRM as the trigger app.
Configure the CRM trigger. Configure the CRM trigger that identifies the records you want to send to GovTribe.
Add GovTribe. Add GovTribe as the action app.
Select the action. Select Create Pursuit as the GovTribe action.
Choose the destination pipeline. Choose the pipeline where Zapier should create the pursuit.
Map the fields. Map the CRM fields to the GovTribe pursuit fields you want to populate.
Publish the Zap. Test and publish the Zap.
After the Zap is active, each matching CRM trigger event creates a GovTribe pursuit using the mapped CRM data.
Related articles
- Zapier: Review the GovTribe Zapier documentation section.
- Actions and triggers: See which GovTribe triggers and actions are available in Zapier.
- Pipelines: Organize pursuits into stages that match your capture process.
- Pursuits: Track opportunities or targets your team is evaluating.