In government contracting, speed and efficiency often make the difference between winning and losing. But too often, your time is wasted on repetitive GovCon tasks like updating CRMs, tracking opportunities, and managing spreadsheets.
That’s where automating government contracting tasks comes in. With our new Zapier integration, GovTribe can connect with the platforms you already use in your workflow to eliminate busywork, keep your team aligned, and focus on what matters most — winning contracts.
In this blog, we’ll share five (of the many) simple yet powerful workflow automations that take just minutes to set up, but save you countless hours in the long run.
5 Time-Saving GovCon Workflow Automations
- Sync Pursuits with Your CRM
Mnually updating your CRM every time there’s a new or updated pursuit in GovTribe? Say goodbye to that tedious task. CRM automation for contractors is a game-changer, allowing you to:
- Automatically create or update deals in CRMs like Salesforce, HubSpot, or Pipedrive whenever a new pursuit is created or updated in GovTribe.
- Sync details such as opportunity name, stage, and value, ensuring your sales and BD teams always have up-to-date information.
Example:
When your GovTribe pursuit moves to the 'Won' stage, Zapier seamlessly updates the deal in your CRM, notifies your sales team, and schedules a follow-up task — all automatically.
- Get Real-Time Opportunity Alerts in Slack
Keeping your team informed about new opportunities is critical, but constantly checking saved searches can be a hassle. Automate it with Slack notifications:
- Configure GovTribe saved searches as triggers to send instant Slack messages to your team whenever a new federal contract, grant, or state/local opportunity matches your criteria.
Example:
Your team is monitoring small business set-asides in the IT sector. Every time a matching opportunity is posted, Zapier sends the details straight to a designated Slack channel, ensuring no one misses a beat.
- Auto-Update Google Sheets for Reporting
If you’re tracking opportunities, pipeline performance, or pursuits in spreadsheets, automation can save you hours of work:
- Add rows to Google Sheets when pursuits are created or updated in GovTribe.
- Populate fields like estimated value, probability of win (pWin), and due dates, making it easy to generate real-time reports.
Example:
You’re preparing for a leadership review and need to track all opportunities in progress. Zapier keeps your Google Sheet updated as pursuits move through stages, ensuring your report is always current.
- Create Task Workflows in Project Management Tools
Automating government contracting tasks doesn’t end with CRMs. Keep your team in sync by connecting GovTribe to project management tools like Asana, Trello, or Monday.com:
- Use pursuit updates in GovTribe to trigger new tasks, assign team members, or move cards across boards.
- Track due dates, proposal milestones, and stage updates automatically.
Example:
A new opportunity in GovTribe is tagged as “High Priority.” Zapier creates a task in Asana with all relevant details, assigns it to your proposal manager, and sets the due date — enabling your team to act immediately.
- Automate Follow-ups and Email Alerts
Timely follow-ups are essential if you want to win government contracts. Instead of manually tracking deadlines or award notifications, use email automation:
- Send follow-up emails or alerts when a pursuit’s due date is approaching, or when it moves to a new stage
- Keep external stakeholders or partners informed with automated updates.
Example:
When a federal contract pursuit is marked as “Submitted,” Zapier triggers an automated email to your team and partners, summarizing the submission details and next steps.
Automate Your GovCon Tasks Today
Automating GovCon tasks has never been easier. These five examples are quick to implement — no coding required. With just a few clicks, CRM automation for contractors and other workflow enhancements can start running effortlessly in the background.
But that’s just the beginning. The GovTribe Zapier integration connects GovTribe to thousands of apps — including your favorite CRM or business development tools — opening the door to limitless possibilities for automating GovCon tasks and streamlining your processes.
Start today, and your only challenge left will be deciding how to spend all the extra time you’ve saved.
Automate Your GovCon Workflow
Frequently Asked Questions
- How does Zapier work with GovTribe?
Zapier connects GovTribe to thousands of apps, automating GovCon tasks like CRM updates, Slack alerts, and more.
- Which CRMs can I connect with GovTribe?
You can connect GovTribe to popular CRMs like Salesforce, HubSpot, Pipedrive, and others supported by Zapier. This ensures your CRM is always up-to-date with the latest pursuit details.
- Can I create custom automations?
Yes, you can customize automations to fit your workflow. Zapier’s platform allows you to tailor triggers, actions, and conditions to match your specific GovCon needs.
- Do I need coding skills to set up automations?
No coding skills are needed! GovTribe’s Zapier integration makes it easy to set up automations with just a few clicks using pre-configured workflows.
Need more help? Explore our user guide for step-by-step instructions.
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