This article reviews recent product enhancements related to our CRM integration capabilities.
June 2025
Integration Logs Page: Integration Status & Error Logging
We've introduced a NEW page in GovSpend specific to integrations that shows the status of all your integrated records. Track what records integrated successfully and more importantly records that failed, with access to error information that can help you troubleshoot.
Refer here for detailed help documentation
How to Find It:
- Use the Account menu to navigate to the “Integration Logs” page
- Note that you must have CRM integration permissions to view this page
- Select “Integration Logs” to open up the page and access the following information for each record:
- Every record that’s been integrated along with whether the integration completed or failed
- Additional information about the record, including the mapping, the user who did the integration, and whether it’s a manual or scheduled integration
- We also provide a link back to the record in GovSpend
- For Failed records, hover over the “Failed” badge to view the associated error message
May 2025:
Improved Error Messaging for Individual & Batch Integrations
We've improved status messaging when you click to integrate records from GovSpend either individually from a details page or in batch from a search page. Now you will see an initial processing message as the integration runs, followed by a success or failure message to indicate whether the record (or records) made it successfully into your CRM.
Updated help documentation here
How to Find It:
- Navigate to a Details page that is enabled for integration, for example a Bid or Contact page
- Click “Add to CRM” and select the mapping you want to run
- Once you make your selection, you will see the following informational toast message:
- Once the record (or records) are successfully created in your CRM, we show the following success toast message:
- If there is an issue or error creating any records in your CRM, the second message is an error toast:
- This applies to batch integrations from the saved search pages as well
HubSpot: Mapping to Companies Object
We've added the ability to map any of the GovSpend datasets to the Companies object in HubSpot. This means you can now create Companies from Agency or Vendor data that exists for a Bid/Contract/Contact/Line Item/Spending record.
How to Find It:
- Navigate to the Integrations page
- Click the HubSpot Integration and "Reconfigure"
- In Step 3 where you select what object to map data to for each dataset you selected, you'll now see the option to select "Companies"
- Complete the mapping set up indicating what GovSpend fields you want to map to your Companies object in Step 4 of the configuration. Below are a couple of potential use cases:
- You want to create a new Agency in your HubSpot for a Bid of interest you found in GovSpend. You would set up "Bid to Companies" in step 3 of configuration and then map the Agency related fields to the Company fields in step 4. Now when your'e on a Bid you can create a new Company in your CRM representing the associated Agency offering the bid if it doesn't exist already.
- You want to create a new Vendor in your HubSpot associated with a Spending line item. You would set up "Line Items to Companies" in step 3 of configuration and then map the vendor fields available to the associated Company fields. Now you can create a new Company for any vendor of interest you find in GovSpend related to spending data.
- Click "Finish" and now you will be able to create Company records based on the mappings you've set up
April 2025:
New Integration Field: GovSpend Tags
We've created a new field that is available to map to your CRM for any dataset (bids, contracts, contacts, spending, meetings). This field will send over any tags that you've added to a record in GovSpend.
Use Case: This can be useful if you want to tag records with certain labels before sending to your CRM so you can better organize and manage everything once it reaches your CRM. For example, if you have different Sales teams covering different states or regions, you could use tags to indicate the region for any record you integrate. Once the data is in your CRM you can use those region tags to efficiently route data to the right teams for further action.
How to Find It:
- Navigate to the Integrations page
- Click your Integration (this is available for either HubSpot or Salesforce)
- For any mappings you have set up in steps 2 and 3 of configuration, you now have the option to add GovSpend Tags as a new field mapping in step 4
- This field will send over any tags that are added to a record in GovSpend
- Refer here for details on how to tag records
March 2025
Saved Search Scheduled Integrations
You can now automatically integrate new records coming into a saved search directly to your CRM on a schedule. This means once you set up the integration for a saved search, records will flow seamlessly to your CRM without you having to manually click to integrate records one by one from GovSpend.
Important Note: To ensure you get the most value from this feature and you don't push a lot of noise into your CRM system, it's important to have clean and refined searches. We recommend working with your Relationship Manager first to review and refine your searches ahead of starting scheduled integrations.
Review our help documentation for full details
How to Find It:
- Navigate to the Saved Searches page
- In the “CRM Integration” column, click the toggle to turn on integration for a specific search
- This opens a modal where you can select the frequency of the integration run, and what mapping you want for the data
- Frequencies available: Daily, Weekly, Immediate (bids only)
- Once set, similar to our saved search alert emails, new records coming into that search will be pushed to your CRM on the selected schedule
- If you haven't set up integration mapping for the module of the search, you will get a message directing you to the integrations page to configure that mapping
Note: The current functionality supports sending up to 200 records per search each time the schedule runs. If a search has more than 200 new records, only the first 200 will integrate. This is to prevent sending a lot of noise to your CRM.
