SAM.gov and SBA to CRM Integration
The Problem
New federal leads were stuck in SAM.gov and SBA searches. Someone had to pull them by hand, and the list was stale by the time it hit the CRM.
What We Built
A bridge from SAM.gov and SBA straight into their CRM. Every day, new registrants, new award winners, and updated profiles land as contacts on their own.
How it works
Federal data is public, but it is not easy to use. New small businesses register on SAM.gov every day, contracts get awarded every day, and SBA profiles change all the time. The firm's team was searching each source by hand, exporting spreadsheets, and pasting rows into their CRM. By the time a lead was loaded, someone faster had already called.
We built a connector that checks SAM.gov, the SBA small business search, and federal award notices every day. New registrants, fresh award winners, and profiles that changed are matched, cleaned, and pushed into the CRM as contacts, tagged by source, NAICS code, and state.
The team now opens the CRM each morning to a list that was not there yesterday. No exports, no copy and paste, no stale data.
What it does
New Registrants Daily
Businesses that just registered on SAM.gov arrive the day their profile goes public.
Fresh Award Winners
Companies that just won a federal contract land with the award amount, agency, and date.
Profile Updates
When an SBA or SAM profile changes, the CRM record updates too.
Matched and Cleaned
Records from different sources are matched by name and state so one company is one contact.
Tagged for Targeting
Every contact carries its NAICS code, state, and source so campaigns can be aimed.
Optional Warm-Up Email
A first touch can go out on its own, and only the people who open or click get flagged as active.
What it connects to
Need something like this?
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Pitch Us Your IdeaQuestions people ask
Can SAM.gov data go straight into a CRM?
Yes. SAM.gov has public data and APIs. A connector can pull new records on a schedule and push them into any CRM with an API, such as GoHighLevel or HubSpot.
How fresh is the data?
The connector runs every day. Many award notices are posted the same day the award is made, so new winners can be in the CRM within a day.
Can this be built for a different CRM?
Yes. The same bridge can send records to any CRM, a database, or a simple spreadsheet.