Zapier Integration
Quickly and easily add HigherGov opportunities as pursuits in your CRM using Zapier
Last updated
Quickly and easily add HigherGov opportunities as pursuits in your CRM using Zapier
Last updated
Zapier integration requires a HigherGov Standard or Leader plan subscription. If you would like to upgrade or learn more, please contact us.
Zapier Account: If you do not already have a Zapier account, you can create one here. Many users may be able to connect HigherGov to their CRM using a free Zapier account. If you expect to send more than 100 opportunities per month to your CRM (or are using Zapier for other tasks), you may require a paid plan. Pricing for a Zapier account is separate from a HigherGov subscription.
CRMs Supported by Zapier: A list of applications supported by Zapier is available here. HigherGov has tested Zapier with HubSpot and Monday.com but most CRMs that support creating "pursuits", "deals", or "opportunities" should be able to ingest HigherGov opportunities.
To create a Zapier Pipeline you must have an active HigherGov subscription and be signed in as an Admin.
Select the gear icon in the upper right of the platform and select Integrations or click here.
Scroll down to Zapier Integration and click the Create Pipeline button.
Give your pipeline a name and select the CRM you are linking to. If your CRM is not listed you can type in the name and press enter.
Securely save your Secret Key as it will only be available on this screen once.
To connect HigherGov to your CRM with Zapier, you will need to create a Zap. Detailed instructions on creating a Zap are available here. A list of available templates is available here.
HigherGov provides one Trigger called the Pursuit Added Trigger that sends key information on the opportunity to your linked CRM. As part of creating your Zap and authenticating with HigherGov, you will provide the Secret Key you created above.
Once you have set up your Zap you can add pursuits to your Pipeline.
HigherGov has many tools to help identify potential opportunities. See the below topics for more details on some of the available ways to identify opportunities.
You can automatically create new pursuits from Federal Contract Opportunity, State and Local Contract Opportunity, Forecast Opportunity, DIBBS Opportunity, Grant Opportunity, IDV Award, Prime Contract Award, and Prime Grant Award pages by selecting the Pipeline dropdown in the upper right of the relevant page and then selecting the Zapier pipeline you previously created.
You will receive a message shortly after adding, indicating that the Pursuit has been successfully sent to Zapier using the Pipeline you selected or you will receive an error.
The below covers the technical endpoints used to support the Zapier integration. Documentation on the main HigherGov API endpoints is available here.
The base URL for our Zapier endpoints is https://www.highergov.com/zapier this will be referred to as {{BASE_URL}}.
This is the endpoint that Zapier calls when a user is attempting to log into Zapier.
Location:
{{BASE_URL}}/auth/.
Sample Request:
Successful Response (201):
{"status": "success", "message": "API Key Validated", "subscription_name": "AcmeCo Pipeline"}
This is the endpoint that Zapier calls when a user is attempting to subscribe to a Zapier webhook.
Location:
{{BASE_URL}}/pipeline/subscribe/.
Sample Request:
Successful Response (201):
{"status": "success", "message": "New subscription created"}
This is the endpoint that Zapier calls when a user is attempting to unsubscribe from a Zapier webhook.
Location:
{{BASE_URL}}/pipeline/unsubscribe/.
Sample Request:
Successful Response (201):
{"status": "success", "message": "Subscription cancelled"}
Returns sample data.
Location:
{{BASE_URL}}/perform/
Sample Request:
Successful Response (201):
