1.Detects new pursuit added
Integrate HigherGov to detect new pursuit records and route qualifying inputs into deal creation.
Create prequalified deals from new gov pursuit records
Automatically translate HigherGov pursuit codes and compute deal amounts across HubSpot. Create and update prequalified deals when pursuits get added, set-aside codes appear, or values changeβso you can assign owners, set stages, and associate companies without manual data entry.
How this automation creates prequalified deals fast
When HigherGov pursuit gets added, opportunities can stall while details are translated and calculated by hand. This automation formats designations, computes deal amounts, and creates prequalified HubSpot dealsβso your team can respond immediately.
HigherGovor swap with your favorite app
2.Maps set-aside code to designation
Integrate Formatter by Zapier and mapping tools to translate set-aside codes into standardized contract designation.
Formatter by Zapieror swap with your favorite app
3.Computes a single deal amount
Integrate Code by Zapier and data transformation tools to compute a single deal amount from unweighted or AI estimates.
Code by Zapieror swap with your favorite app
4.Finds user by configured owner email
Integrate HubSpot and CRM user lookup tools to find the owner id for assigning the new deal.
HubSpotor swap with your favorite app
5.Finds or creates a prequalified deal
Integrate HubSpot and CRM records tools to find or create deals and set stage, amount, contract type, and due date.
6.Creates company and associated contacts
Integrate HubSpot and CRM associations tools to find or create companies and contacts, then associate them to the deal.
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Accelerate deal progress with automated stage updates, activity logging, and follow-up alerts
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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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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