# Send Records from your GovTribe Pipeline to your CRM

**Step 1:** Decide which pipeline you would like to send data from your GovTribe account to your CRM.

**Step 2:** Decide which stage in your pipeline you would like to "send" data. This is going to be used as a trigger for the automation. For this example, let's use the "Send to CRM" stage:

<figure><img src="https://3812838900-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCSLrBicFcHXK4b-nOy-887967055%2Fuploads%2FaF8o7evR7OL2Fz8tmGse%2FScreenshot%202025-09-08%20at%2011.11.02%E2%80%AFAM.png?alt=media&#x26;token=5b01e8f8-4f18-4056-be8c-e5296c4dae80" alt=""><figcaption></figcaption></figure>

&#x20;**Step 3:** Open Zapier and create a new zap.

**Step 4:** For the first zap in your automation, use "GovTribe" then select "Updated Pursuit Stage" as a Trigger event:

<figure><img src="https://3812838900-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCSLrBicFcHXK4b-nOy-887967055%2Fuploads%2FUyuMs6zf8QZT4NElq8XC%2FScreenshot%202025-09-08%20at%2011.13.12%E2%80%AFAM.png?alt=media&#x26;token=4baf645b-5d07-4436-a521-690418dea870" alt=""><figcaption></figcaption></figure>

**Step 5:** Under Account - make sure you select your GovTribe profile:

<figure><img src="https://3812838900-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCSLrBicFcHXK4b-nOy-887967055%2Fuploads%2FByW9dAyJ9OisHzqe3uky%2FScreenshot%202025-09-08%20at%2011.13.46%E2%80%AFAM.png?alt=media&#x26;token=39d5017e-9315-4a36-9a89-8db49035b79b" alt=""><figcaption></figcaption></figure>

**Step 6:** Select continue. Now under pipelines and stage program this zap to look at the stage decided on in step 2.&#x20;

For this example, I am using the pipeline "Zapier Demo" and the trigger stage "Send to CRM":

&#x20;

<figure><img src="https://3812838900-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCSLrBicFcHXK4b-nOy-887967055%2Fuploads%2FrNqOpYlzvpMucK41qDzR%2FScreenshot%202025-09-08%20at%2011.16.17%E2%80%AFAM.png?alt=media&#x26;token=90f01301-6d91-4144-a174-7a5b99aa8811" alt=""><figcaption></figcaption></figure>

**Step 7:** Select "Continue" and then test.&#x20;

**Step 8:** GovTribe is now connected to your Zap! Next you will need to follow similar steps - but using your CRM of choice:&#x20;

<figure><img src="https://3812838900-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCSLrBicFcHXK4b-nOy-887967055%2Fuploads%2FLdU26UcJ0iY0kOTGHtBH%2FScreenshot%202025-09-08%20at%2011.17.35%E2%80%AFAM.png?alt=media&#x26;token=9d77eec1-9446-4631-9db2-631574bc3cc0" alt=""><figcaption></figcaption></figure>

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. &#x20;

**Step 9:** Once your CRM is connected you are all done! When you move GovTribe pursuit records to the "Send to CRM" stage the data you programmed will get sent over.