# Unanet

### Description

Unanet CRM customers who also use GovTribe can enable our integration with the Unanet CRM that allows customers to send data directly from GovTribe to Unanet CRM.

### Activating the Integration

Activation of the Unanet integration can be completed by any account member on the **Integrations** page. Navigate to the page by choose **Integrations** from the profile menu in the top right corner.

Click on the **Activate Unanet** button in the **Unanet CRM** section, and the **Activate Unanet Integration** modal will be displayed. Enter the **Firm ID** value (obtained from Unanet) and click **OK**.

<figure><img src="/files/AoBwsQ6as5VB3ASvt5qW" alt=""><figcaption></figcaption></figure>

Once this has been submitted, the integration status is marked as Pending

<figure><img src="/files/2vzTRXfLxEiPZLjXo0gS" alt=""><figcaption></figcaption></figure>

When the integration is enabled by GovTribe, you will receive an email, and the status will be displayed as **Activated** on the **Integrations** page.

### Sending GovTribe Data To Unanet

Currently, two types of data on GovTribe can be used to create leads in Unanet: **Federal Contract Opportunities** and **Federal Grant Opportunities**, along with Saved Searches for both of them.

#### Add From Search Page

The first place you can add an opportunity to Unanet is from the search page for the opportunity. For instance, to send a Federal Contract Opportunity to Unanet, navigate to the *Federal Contract Opportunity Search Page*. For each item, there is an Add To Unanet button at the bottom right.

Click on the **Add to Unanet CRM** button, and when it has been added, a message will be displayed indicating that the lead was successfully created. Clicking on the **View in Unanet CRM** link will take you to Unanet, where you can see the lead.

<figure><img src="/files/TfeYvuVvPPtK4fECWcpd" alt=""><figcaption></figcaption></figure>

The button at the bottom of the item has changed to say **View in Unanet CR**M, and clicking on the button will open the lead in Unanet.

#### Add From Saved Search

To send multiple leads to Unanet, [create a Saved Search](https://docs.govtribe.com/user-guide/getting-started-understanding-the-basics/search-101/saved-searches-and-email-notifications#creating-a-saved-search) from the opportunity search page. When saving the search, a **Send to Unanet CRM** toggle is available. Click on it to select it, and it will turn green.&#x20;

This will send the items contained in the search to Unanet.


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