Capsule CRM + Resource Guru Integration

Connect Capsule CRM to Resource Guru in 1 click

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Popular Capsule CRM + Resource Guru Workflows

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Resource Guru + Capsule CRM Integration

Create Capsule CRM task for new Resource Guru timeoff event

Creating task in Capsule CRM is a great way to keep track of task that need to be completed when an timeoff event is created in your Resource Guru account.

With the help of this integration, when an timeoff event is created, a task will be automatically created in Capsule 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!
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Resource Guru + Capsule CRM Integration

Create Capsule CRM opportunity for new Resource Guru timeoff event

In your business, you may need to track when someone is invited to an timeoff event. You can do this by creating a opportunity in Capsule CRM.

But manually creating a opportunity 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 opportunity creation in Capsule CRM.

This makes it easy to keep track of all the interactions that person has with your company. By using opportunity, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
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Capsule CRM + Resource Guru Integration
1.
  • Capsule CRM
    Person is created in Capsule CRM Instant
  • Capsule CRM
    Person is updated in Capsule CRM Instant
  • Capsule CRM
    Task is created in Capsule CRM Instant
  • Capsule CRM
    Task is updated in Capsule CRM Instant
  • Capsule CRM
    Opportunity is created in Capsule CRM Instant
  • Capsule CRM
    Opportunity is updated in Capsule CRM Instant
  • Capsule CRM
    Case is created in Capsule CRM Instant
  • Capsule CRM
    Case is updated in Capsule CRM Instant
  • Capsule CRM
    Organisation is created in Capsule CRM Instant
  • Capsule CRM
    Organisation is updated in Capsule CRM Instant
  • Resource Guru
    Booking is created or updated in Resource Guru Instant
  • Resource Guru
    Downtime event is created or updated in Resource Guru Instant
  • Resource Guru
    Client is created or updated in Resource Guru Instant
  • Resource Guru
    Project is created or updated in Resource Guru Instant
  • Resource Guru
    Resource is created or updated in Resource Guru Instant
2.
  • Capsule CRM
    Update person in Capsule CRM
  • Capsule CRM
    Create person in Capsule CRM
  • Capsule CRM
    Search person in Capsule CRM
  • Capsule CRM
    Create opportunity in Capsule CRM
  • Capsule CRM
    Search opportunity in Capsule CRM
  • Capsule CRM
    Create task in Capsule CRM
  • Capsule CRM
    Add note to entity in Capsule CRM
  • Capsule CRM
    Create organisation in Capsule CRM
  • Capsule CRM
    Search organisation in Capsule CRM
  • Capsule CRM
    Search person or organisation in Capsule CRM
  • Capsule CRM
    Add tag to entity in Capsule CRM
  • Capsule CRM
    Create case in Capsule CRM
  • Capsule CRM
    Search case in Capsule CRM
  • Capsule CRM
    Search milestone in Capsule CRM
  • Resource Guru
    Create booking in Resource Guru
  • Resource Guru
    Update booking in Resource Guru
  • Resource Guru
    Search booking in Resource Guru
  • Resource Guru
    Update downtime event in Resource Guru
  • Resource Guru
    Create new time off event in Resource Guru
  • Resource Guru
    Create client in Resource Guru
  • Resource Guru
    Search client in Resource Guru
  • Resource Guru
    Update project in Resource Guru
  • Resource Guru
    Create project in Resource Guru
  • Resource Guru
    Search project in Resource Guru
  • Resource Guru
    Search resource in Resource Guru
  • Resource Guru
    Create resource in Resource Guru
  • Resource Guru
    Update resource in Resource Guru
  • Resource Guru
    Update client in Resource Guru
  • Resource Guru
    Search downtime event in Resource Guru
3x-10x Less Expensive Than Popular Alternatives
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750 Tasks
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2,000 Tasks
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Integrate Capsule CRM & Resource Guru In 1 Click
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