Freshworks CRM (Freshsales Suite) + Resource Guru Integration

Connect Freshworks CRM (Freshsales Suite) to Resource Guru - Automate your workflows in 1-click

Make use of Freshworks CRM (Freshsales Suite) automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Leverage Resource Guru automations to simplify appointment scheduling, reduce back-and-forth communication, and manage cancellations efficiently. Combine the benefits of both with Integrately’s Freshworks CRM (Freshsales Suite) + Resource Guru integration.
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Ready Workflows For Freshworks CRM (Freshsales Suite) + Resource Guru Integration

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Resource Guru + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) deal 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 deal in Freshworks CRM (Freshsales Suite).

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 Freshworks CRM (Freshsales Suite).

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.
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Freshworks CRM (Freshsales Suite) + Resource Guru Integration
1.
  • Freshworks CRM (Freshsales Suite)
    Contact is created in Freshworks CRM (Freshsales Suite)

    Triggers the automation when a new contact is created

  • Freshworks CRM (Freshsales Suite)
    Contact is updated in Freshworks CRM (Freshsales Suite)

    Triggers the automation when a contact is updated

  • Freshworks CRM (Freshsales Suite)
    Deal is updated in Freshworks CRM (Freshsales Suite)

    Triggers the automation when a deal is updated

  • Freshworks CRM (Freshsales Suite)
    Deal is created in Freshworks CRM (Freshsales Suite)

    Triggers the automation when a deal is created

  • Freshworks CRM (Freshsales Suite)
    Task is created in Freshworks CRM (Freshsales Suite)

    Triggers the automation when a new task is created

  • Freshworks CRM (Freshsales Suite)
    Account is created in Freshworks CRM (Freshsales Suite)

    Triggers the automation when a new account is created

  • Freshworks CRM (Freshsales Suite)
    Account is updated in Freshworks CRM (Freshsales Suite)

    Triggers the automation when an account is updated

  • Resource Guru
    Booking is created or updated in Resource Guru

    Triggers the automation when a booking is created or updated

    Instant
  • Resource Guru
    Downtime event is created or updated in Resource Guru

    Triggers the automation when a downtime event is created or updated

    Instant
  • Resource Guru
    Client is created or updated in Resource Guru

    Triggers the automation when either a client is created or updated

    Instant
  • Resource Guru
    Project is created or updated in Resource Guru

    Triggers the automation when a project is created or updated

    Instant
  • Resource Guru
    Resource is created or updated in Resource Guru

    Triggers the automation when a resource is created or updated

    Instant
2.
  • Freshworks CRM (Freshsales Suite)
    Search contact in Freshworks CRM (Freshsales Suite)

    Finds and retrieves contact information

  • Freshworks CRM (Freshsales Suite)
    Create contact in Freshworks CRM (Freshsales Suite)

    Adds a new contact to the database

  • Freshworks CRM (Freshsales Suite)
    Search contact by email in Freshworks CRM (Freshsales Suite)

    Finds and retrieves contact information using their email address

  • Freshworks CRM (Freshsales Suite)
    Update contact in Freshworks CRM (Freshsales Suite)

    Updates contact information with new details

  • Freshworks CRM (Freshsales Suite)
    Search contact by phone number in Freshworks CRM (Freshsales Suite)

    Finds information about a contact using the phone number

  • Freshworks CRM (Freshsales Suite)
    Get contact by id in Freshworks CRM (Freshsales Suite)

    Retrieves a contact's information based on their id

  • Freshworks CRM (Freshsales Suite)
    Add note to a contact in Freshworks CRM (Freshsales Suite)

    Adds a note to a contact

  • Freshworks CRM (Freshsales Suite)
    Create task for contact in Freshworks CRM (Freshsales Suite)

    Creates a task to follow up with a contact

  • Freshworks CRM (Freshsales Suite)
    Delete contact in Freshworks CRM (Freshsales Suite)

    Removes a contact from the address book

  • Freshworks CRM (Freshsales Suite)
    Create deal in Freshworks CRM (Freshsales Suite)

    Generates a new deal with

  • Freshworks CRM (Freshsales Suite)
    Get deal by id in Freshworks CRM (Freshsales Suite)

    Retrieves a deal by its id

  • Freshworks CRM (Freshsales Suite)
    Search deal by name in Freshworks CRM (Freshsales Suite)

    Searches for a deal by its name with

  • Freshworks CRM (Freshsales Suite)
    Create task for deal in Freshworks CRM (Freshsales Suite)

    Creates a new task for a particular deal

  • Freshworks CRM (Freshsales Suite)
    Add note to a deal in Freshworks CRM (Freshsales Suite)

    Adds a note to a deal

  • Freshworks CRM (Freshsales Suite)
    Update deal in Freshworks CRM (Freshsales Suite)

    Updates deal information based on new criteria or changes

  • Freshworks CRM (Freshsales Suite)
    Create or Update contact in Freshworks CRM (Freshsales Suite)

    Adds or update contact information

  • Freshworks CRM (Freshsales Suite)
    Create account in Freshworks CRM (Freshsales Suite)

    Generates a new account

  • Freshworks CRM (Freshsales Suite)
    Create task for an account in Freshworks CRM (Freshsales Suite)

    Creates a task to follow up with a account

  • Freshworks CRM (Freshsales Suite)
    Get account by id in Freshworks CRM (Freshsales Suite)

    Retrieves account information based on the account id

  • Freshworks CRM (Freshsales Suite)
    Search account by name in Freshworks CRM (Freshsales Suite)

    Searches for an account using the name

  • Freshworks CRM (Freshsales Suite)
    Add note to an account in Freshworks CRM (Freshsales Suite)

    Adds a note to the account without manual input

  • Freshworks CRM (Freshsales Suite)
    Mark task as completed in Freshworks CRM (Freshsales Suite)

    Marks the task as completed

  • Freshworks CRM (Freshsales Suite)
    Get task by id in Freshworks CRM (Freshsales Suite)

    Retrieves a task using its id

  • Resource Guru
    Create booking in Resource Guru

    Schedule and confirm a booking request

  • Resource Guru
    Update booking in Resource Guru

    Updates the booking details with the latest information

  • Resource Guru
    Search booking in Resource Guru

    Searches for a booking

  • Resource Guru
    Update downtime event in Resource Guru

    Updates downtime event

  • Resource Guru
    Create new time off event in Resource Guru

    Creates a new time off event

  • Resource Guru
    Create client in Resource Guru

    Generates a new client profile

  • Resource Guru
    Search client in Resource Guru

    Searches for a client

  • Resource Guru
    Update project in Resource Guru

    Updates project information

  • Resource Guru
    Create project in Resource Guru

    Creates a new project

  • Resource Guru
    Search project in Resource Guru

    Searches for a project

  • Resource Guru
    Search resource in Resource Guru

    Searches for a resource

  • Resource Guru
    Create resource in Resource Guru

    Generates a new resource

  • Resource Guru
    Update resource in Resource Guru

    Updates the particular resource with the latest information

  • Resource Guru
    Update client in Resource Guru

    Updates client information

  • Resource Guru
    Search downtime event in Resource Guru

    Searches for a downtime event

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Integrate Freshworks CRM (Freshsales Suite) & Resource Guru In 1 Click
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Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

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You Can Also Connect Freshworks CRM (Freshsales Suite) or Resource Guru With 1200+ Other Apps

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Freshworks is an all-in-one solution for sales, marketing, customer support and service teams to optimize their existing workflows. It helps you close deals faster, win more business, and retain your best customers.

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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.

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