Popular Resource Guru + ConvergeHub Workflows
Create Resource Guru timeoff event for new ConvergeHub account
Create ConvergeHub 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 ConvergeHub.
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.
When Time off event is created or updated in Resource Guru > Check any condition > Create contact in ConvergeHub
When Time off event is created or updated in Resource Guru > Check any condition > Create lead in ConvergeHub
When Booking is created or updated in Resource Guru > Check any condition > Create contact in ConvergeHub
When Booking is created or updated in Resource Guru > Check any condition > Create lead in ConvergeHub
When Time off event is created or updated in Resource Guru > Check any condition > Create deal in ConvergeHub
When Booking is created or updated in Resource Guru > Check any condition > Create deal in ConvergeHub
When Deal is created in ConvergeHub > Create new time off event in Resource Guru
When Deal is created in ConvergeHub > 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 IntegrationsConvergeHub is a powerful CRM that helps you manage leads & customers, create contacts, follow up on deals, schedule meetings, follow social media updates and monitor competitors with ease.
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