1.Monitor new submission intake
Integrate Submittable to capture each new submission and start the grant record flow.
Create grant intake records from program form responses
Automatically ingest new submissions from Submittable across CRM and grant tracking tools. Create and update grant and contact records when new submissions arrive, requested amounts are provided, or technology selections are submitted—so you can route intake faster, keep records consistent, and avoid manual data cleanup.
How this automation creates grant intake records
When new submissions come in, intake delays and messy CRM data slow triage. This automation normalizes fields and creates or updates linked contact, account, and grant records in Salesforce—so your team can review applications faster.
Einreichende Tabelleor swap with your favorite app
2.Normalize and truncate submission fields
Integrate Formatter by Zapier and data formatting tools to normalize long-text and bilingual fields for CRM-ready mapping.
Formatter von Zapieror swap with your favorite app
3.Find or create Salesforce contact
Integrate Salesforce and CRM identity tools to match by email and create or update the contact record.
Salesforceor swap with your favorite app
4.Find or create account and grant
Integrate Salesforce and grant record systems to find or create the account and create a linked grant record.
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
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- Apps: Airtable Formatter von ZapierSwap with your favorite apps.
Assign a reviewer and update the grant record
Your grant submissions often lack an assigned reviewer, making triage slow and scheduling unclear. Assigned reviewer contact is added to the grant record so you can triage and schedule reviews same day.
- Apps: Airtable Formatter von ZapierSwap with your favorite apps.
Assign a reviewer to new grant summary records
Your grant summaries often arrive without a reviewer, forcing coordinators to triage assignments and delaying evaluations. It assigns a reviewer automatically so reviews can start same day.
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Create archive records for closed grant cases automatically
Your closed grant records stay in the active table, cluttering support queues and slowing audits. It moves them to an archive table weekly for fast retrieval and a cleaner active list.
- Apps: Gravity Forms, Formatter by Zapier, Google SheetsSwap with your favorite apps.
Create automated application log rows from form submissions
Your grant application form responses sit in the inbox, making intake tracking slow and causing missed follow-ups. They are added to a central spreadsheet for prioritization and same-day review.
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Create community posts from new grant feed items
Your grant RSS feed isn't visible to community members, so coordinators miss time-sensitive funding opportunities. This posts each listing to the community and alerts coordinators within minutes.
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Create external grant intake record from incoming webhooks
Your intake records arrive without an external index, causing tracking gaps and delayed reviewer action. Get external intake entries created automatically so reviewers see submissions same day.
- Apps: Sub-Zap by Zapier, Webhooks by Zapier, Formatter by Zapier, Google Sheets, SlackSwap with your favorite apps.
Create funder report rows in spreadsheet for grants team
Your funder search results are scattered, causing extra manual collation for grant prospect lists. It centralizes results into a report sheet so program coordinators can act same day.
- Apps: Zoho CRM, Filter by Zapier, Google SheetsSwap with your favorite apps.
Create grant application rows in shared tracking sheet
Your grant application updates in CRM don't surface for support, causing missed status checks and delays. You get rows added to a shared worksheet for coordinator review, enabling same-day follow-up.
- Apps: Airtable, TodoistSwap with your favorite apps.
Create grant deadline tasks for program and grants staff
Your tracked grant deadlines change without owners, leaving filings unprepared and schedules unclear. Assigned tasks alert program and grants staff so work begins same day before deadlines.
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Create grant-hit record and summarize top grant matches
Your disqualified deals lack funding context, so grant fits go unnoticed and outreach is delayed. AI-curated grant matches are logged for review, letting managers act same day.
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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
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.
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.
See how teams are automating with Zapier (and loving it!)
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We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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