1.Triggers on application update
Integrate Good Grants and grant application tracking to capture updated application payloads for CRM mapping.
Create or update CRM records from grant updates
Automatically map application updates across Good Grants and Salesforce. Create and update CRM records when applications update, eligibility fields change, or submission payloads shiftβso you can refresh eligibility context, standardize tags, and keep records current without manual CRM entry.
How this automation updates your CRM records
When application updates arrive, stale CRM context can slow triage and reporting. This automation maps updated grant application data, filters qualifying records, and creates or updates Salesforce Raw Application recordsβso your team sees the latest eligibility details.
Good Grantsor swap with your favorite app
2.Filters by eligibility conditions
Integrate Filter by Zapier and workflow rules to continue only for qualifying applications that meet eligibility and status criteria.
Filter by Zapieror swap with your favorite app
3.Normalizes multi select fields
Integrate Formatter by Zapier and data formatting tools to convert multi select answers into comma separated application text.
Formatter by Zapieror swap with your favorite app
4.Finds matching raw application
Integrate Salesforce and CRM lookup to search Raw Application records by unique application identifier for a match.
Salesforceor swap with your favorite app
5.Creates or updates raw application
Integrate Salesforce and CRM record management to create a new record or update an existing one with mapped application data.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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