Push New Pursuits into your GovTribe Pipeline

This article goes over how to create new pursuits in GovTribe from a record you have in your CRM

Step 1: Open Zapier and create a new zap.

Step 2: For the first zap in your automation, select your preferred CRM tool and follow the on page instructions for programming a trigger point for your CRM:

For more instructions on how to create Zaps, and how to connect your specific CRM to Zapier, please view the Zapier Help Pages: https://help.zapier.com/hc/en-us or reach out to Zapier support.

Step 3: Once your CRM is connected, under your "Action" zap - program the "Action" to GovTribe.

Step 3: Decide exactly what you want to send over to GovTribe. In this case we will select "Create Pursuit"

Step 4: Program mapping for what data from your CRM you want to be sent over. Here you can also program what pipeline you want this record sent to:

Once this is programmed select Test.

Step 5: Now you are done! Based off the trigger action you programmed - when that action takes place - data will get sent to GovTribe as a new pursuit.