Popular Freshsales classic + Resource Guru Workflows
Create Resource Guru timeoff event for new Freshsales classic account
Create Freshsales classic 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 Freshsales classic.
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.
Update Freshsales classic contact from new Resource Guru timeoff event
When Time off event is created or updated in Resource Guru > Check any condition > Create contact in Freshsales classic
When Time off event is created or updated in Resource Guru > Check any condition > Create lead in Freshsales classic
When Booking is created or updated in Resource Guru > Check any condition > Create contact in Freshsales classic
When Booking is created or updated in Resource Guru > Check any condition > Create lead in Freshsales classic
When Time off event is created or updated in Resource Guru > Check any condition > Create deal in Freshsales classic
When Booking is created or updated in Resource Guru > Check any condition > Create deal in Freshsales classic
When Deal is created in Freshsales classic > Create new time off event in Resource Guru
When Deal is created in Freshsales classic > Create booking in Resource Guru
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Freshsales is a CRM built for sales. It helps you close deals faster by providing insights into your customers and prospects, and automating your sales workflow.
See Freshsales classic IntegrationsResource 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.
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