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User Guide
User GuideUnanet User Guide
User Guide
User GuideUnanet User Guide
  • Welcome!
  • Getting Started
    • What Is GovTribe?
    • GovTribe QuickStart: Typical Workflow Overview
    • Navigation in GovTribe
    • Identify Your Company in GovTribe
    • Favoriting
    • Feature Your Vendor Profile
    • Search 101
      • Semantic Search
      • Different Searches You can Make
      • Common Search Gotchas
      • Saved Searches and Email Notifications
    • Data Exports
  • Features
    • Explore
    • GovTribe AI
      • AI Insights: Reasoning Model
    • Capture
      • Intro to Pipeline, Pursuits, and Triage
      • Pipelines
        • Pipeline Tips and Tricks
      • Pursuits
        • Linking Opportunities and Awards to Existing Pursuits
        • The Dashboard
        • Pursuits Tips & Tricks
      • Tasks
      • Saved Searches
    • Personas
      • Personas
      • Lists
    • Reports
      • Reports Section
        • Funding Analysis Report
        • Funding Report
        • Awards Report
        • Top Vehicles Reports
      • Additional Reporting Found on GovTribe Detail Pages
        • Detail Pages - Funding Analysis Section
        • Detail Pages - Funding Report
        • Detail Pages - Awards Report
        • Detail Pages - Top Vehicles Reports
    • Opportunities
      • Federal Forecasts
      • Federal Contract Opportunities
      • State and Local Contract Opportunities
      • Federal Grant Opportunities
    • Awards
      • Federal Contract Award Data Hierarchy
      • Federal Contract Awards
      • Federal Contract IDV Awards
      • Federal Contract Vehicles
      • Federal Grant Awards
    • Participants
      • Federal Agencies
      • States
      • Jurisdictions
      • Vendors
    • Government Files
    • Categories
      • NAICS Categories
      • PSC Categories
      • NIGP Categories
      • UNSPSC Categories
    • Programs
      • Federal Grant Programs
      • Major Defense Programs
  • How to
    • Contact GovTribe
    • Change Your GovTribe Plan
    • Add and Remove User
    • Manage Your User Profile
    • Manage Billing
  • Pipeline Pro Tips - 4 Steps to Creating & Managing Your Capture
    • Step 1: Create and Customize a Pipeline
    • Step 2: Add Pursuits to Your Pipeline
    • Step 3: Create Tasks, Manage Files, & Collaborate with Your Team
    • Step 4: Monitor and Manage Your Pipeline
  • Some Example Use Cases
    • Conducting Market Research
    • Finding Opportunities
    • Research Incumbent Contracts
    • Find a Specific Contract or Grant
    • Research Competitors or Find Partners
    • Research Subcontract Award Data
    • Research NAICS and PSC Categories
    • Research Possible Re-Competes
    • COVID-19 Federal Government Contracting Data
    • Track Competitors or Partners Awards
  • Integrations
    • Slack
    • Zapier
    • pWin.ai
    • Unanet
  • Frequently Asked Questions
    • Phone Number Verification
    • GovTribe Plan Options & Support Levels
  • Terms of Use
    • API License Agreement
  • Privacy Policy
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On this page
  • Description
  • Activating the Integration
  • Sending GovTribe Data To Unanet

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  1. Integrations

Unanet

Send leads and saved searches to Unanet CRM.

PreviouspWin.aiNextFrequently Asked Questions

Last updated 3 days ago

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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.

Once this has been submitted, the integration status is marked as Pending, and this is displayed on the Integrations page.

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.

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.

The button at the bottom of the item has changed to say View in Unanet CRM, 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 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.

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