Popular Resource Guru + Bigin by Zoho CRM Workflows
Create Bigin by Zoho CRM deal for new Resource Guru timeoff event
But manually creating a deal can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an timeoff event is created in Resource Guru, it will trigger a corresponding deal creation in Bigin by Zoho CRM.
This makes it easy to keep track of all the interactions that person has with your company. By using deal, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
Create Bigin by Zoho CRM 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 Bigin by Zoho CRM 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 Bigin by Zoho CRM contact from new Resource Guru timeoff event
When Time off event is created or updated in Resource Guru > Check any condition > Create contact in Bigin by Zoho CRM
When Booking is created or updated in Resource Guru > Check any condition > Create contact in Bigin by Zoho CRM
When Time off event is created or updated in Resource Guru > Check any condition > Create deal in Bigin by Zoho CRM
When Booking is created or updated in Resource Guru > Check any condition > Create deal in Bigin by Zoho CRM
When Deal is created in Bigin by Zoho CRM > Create new time off event in Resource Guru
When Deal is created in Bigin by Zoho CRM > Create booking in Resource Guru
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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 IntegrationsBigin helps you to manage all aspects of your sales pipeline. From creating new opportunities and converting them into deals, to managing the progress with activities like sending emails, making calls, etc., you can do it all in one place.
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