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CRM Integration: Preparation & Quick Start Guide

In this article, we provide a list of action items to prepare your organization for a smooth integration and give you the steps to get started.

Preparing for CRM Integration

We want your CRM integration with GovSpend to be as smooth and effortless as possible. To help us hit the ground running, here is a quick look at how to prepare your team for kickoff:

  • Collaborate with your internal team: Bring your CRM team or Salesforce/HubSpot administrator into the loop early. We’ve designed this integration to be light on their schedule, and collaborating upfront ensures a seamless setup.

  • Review our Recommended Data Set: You don't need to build your integration from scratch. During your kickoff, we will present a "Best Practice" data set that drives results for the vast majority of our customers. From there, we can easily tweak it to match your specific sales workflows and leadership KPIs.

  • Keep an eye out for your Welcome Packet: Prior to your onboarding, your Relationship Manager will proactively send over our technical and security documentation (including details on our integration partner, Prismatic). Simply pass this along to your IT team for a quick review.

  • Schedule your kickoff: Reach out to your Relationship Manager to get your kickoff meeting on the books!

Quick Start Guide: Pushing GovSpend Records to Your CRM

Good news! Your team’s Administrator has already done the heavy lifting to connect GovSpend to your CRM. You are officially ready to start pushing valuable data directly into Salesforce or HubSpot with a single click.

Here is everything you need to know to get started.

Step 1: Find a Great Opportunity

Use GovSpend exactly how you normally do! Run your searches, dig into the data, and find the records you want to action.

Depending on what your Admin configured for your team, you might be looking at:

  • Bids you want to win
  • Contacts you want to call
  • Contracts or Agency Meetings you want to research

Step 2: Click "Add to CRM"

When you find a record you want to send to your CRM, simply open the record details page.

In the top action bar, click the Add to CRM button.

Select how you want to push that record to your CRM (typically you'll see one option unless your Admin has configured multiple mappings for a given GovSpend record).

Note: If you don't see the "Add to CRM" button on a specific type of record (like a Spending Line Item), it just means your Admin hasn't turned the integration on for that specific module yet!

Step 3: Work from Your CRM!

That’s it! Behind the scenes, GovSpend instantly packages up the data from that record and pushes it straight into your CRM.

Depending on how your Admin set up your team's workflow, a GovSpend Bid might show up in your CRM as a new "Opportunity," or a GovSpend Contact might show up as a new "Lead."

Pro-Tip for Sales Reps: If your Admin mapped the GovSpend Record Link field, you will see a direct URL on your new CRM record. If you ever need to dive deeper into the original data, just click that link to jump right back into the exact GovSpend page you started from!