1.Detect new deal webhook and map fields
Integrate HubSpot and CRM integrations to capture deal payloads and map company and grant-relevant fields for comparison.
Create grant-hit record and summarize top grant matches
Automatically monitor new deal webhooks in HubSpot to map grant-relevant company details across Google Sheets. Create and update hit-list matches when deals are disqualified—so you can generate ranked grant options, log AI summaries, and queue outreach without manual grant matching.
How this automation accelerates reviewer-ready grant matches
When disqualified deals enter your CRM, manual grant matching can delay outreach and waste research time. This automation captures disqualified deal details, filters qualifying records, matches them to grant lists with AI, and logs hit-list rows—so your team can act faster.
HubSpotor swap with your favorite app
2.Continue only for qualifying disqualifications
Integrate Filter by Zapier to check disqualified stage and disqualifier outcome and continue only qualifying records.
Filter von Zapieror swap with your favorite app
3.Read grant list and mappings
Integrate Google Sheets and spreadsheet comparison tools to retrieve grant rows and mapping columns for TRL and funding matching.
Google Sheetsor swap with your favorite app
4.Generate top grant matches with reasons
Integrate ChatGPT (OpenAI) and AI reasoning tools to produce up to three best-fit grants with explanations and mapping summaries.
ChatGPT (OpenAI)or swap with your favorite app
5.Add hit-list row for reviewer action
Integrate Google Sheets and task-ready reporting to create a hit-list row with AI match summaries and a reviewer conclusion.
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Create automated application log rows from form submissions
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Create community posts from new grant feed items
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Create grant application rows in shared tracking sheet
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Create grant deadline tasks for program and grants staff
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Create grant intake records from program form responses
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Create grant opportunity and prepare state submission folder
Your grant-start activities without tracked opportunities stall state prep and hide required budgets. Create opportunities, folders, and sheets so teams can assemble packets same day.
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Explore all grant tracking automations
Improve grant visibility with automated status updates, deadline alerts, and record routing
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Schritt 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Schritt 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Schritt 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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Marcelo Lebre, Co-Founder
Zapier hilft uns, weit über 50% mehr Deals abzuschließen, als wir es ohne Zapier tun würden. Es ist ein Schlüsselelement unserer Gesamtstrategie und somit auch unseres Verkaufsarguments.
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