Popular Resource Guru + Copper Workflows
Create Resource Guru timeoff event for new Copper company
Create Copper task for new Resource Guru timeoff event
With the help of this integration, when an timeoff event is created, a task will be automatically created in Copper and will include the details of the timeoff event (name, email address, etc.).
This makes it easy to keep track of any task that need to be completed related to the new timeoff event. You can then simply assign the task to someone on your team and they can get started!
Update Copper person from new Resource Guru timeoff event
When Time off event is created or updated in Resource Guru > Check any condition > Create person in Copper
When Time off event is created or updated in Resource Guru > Check any condition > Create lead in Copper
When Booking is created or updated in Resource Guru > Check any condition > Create person in Copper
When Booking is created or updated in Resource Guru > Check any condition > Create lead in Copper
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Resource Guru is a simple way to schedule, organize and do more with your team of people and other resources. Assemble an on-demand workforce, coordinate across locations and manage assignments efficiently.
See Resource Guru IntegrationsCopper is a CRM that helps you turn relationships into revenue, and it does this by automating all the busywork in your sales pipeline so you can focus on what matters: building relationships with customers.
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