Popular Resource Guru + Concord Workflows
Create Resource Guru timeoff event for new Concord company
Create Concord 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 Concord.
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 Concord note for new Resource Guru timeoff event
Update Concord contact from new Resource Guru timeoff event
When Time off event is created or updated in Resource Guru > Check any condition > Create contact in Concord
When Time off event is created or updated in Resource Guru > Check any condition > Create user in Concord
When Booking is created or updated in Resource Guru > Check any condition > Create contact in Concord
When Booking is created or updated in Resource Guru > Check any condition > Create user in Concord
When Time off event is created or updated in Resource Guru > Check any condition > Create deal in Concord
When Booking is created or updated in Resource Guru > Check any condition > Create deal in Concord
When Deal is created in Concord > Create new time off event in Resource Guru
When Deal is created in Concord > 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 IntegrationsConcord CRM is a self-hosted deal management CRM that helps close deals faster with customizable pipeline management and tailored win probabilities. Easy-to-use, affordable, it is the perfect solution for streamlining your sales process.
See Concord Integrations❤Trusted by 42,000+ Customers
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