Popular Freshworks CRM (Freshsales Suite) + Resource Guru Workflows
Create Resource Guru timeoff event for new Freshworks CRM (Freshsales Suite) account
Create Freshworks CRM (Freshsales Suite) 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 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.
When Time off event is created or updated in Resource Guru > Check any condition > Create contact in Freshworks CRM (Freshsales Suite)
When Time off event is created or updated in Resource Guru > Check any condition > Update contact in Freshworks CRM (Freshsales Suite)
When Time off event is created or updated in Resource Guru > Check any condition > Delete contact in Freshworks CRM (Freshsales Suite)
When Booking is created or updated in Resource Guru > Check any condition > Create contact in Freshworks CRM (Freshsales Suite)
When Booking is created or updated in Resource Guru > Check any condition > Update contact in Freshworks CRM (Freshsales Suite)
When Booking is created or updated in Resource Guru > Check any condition > Delete contact in Freshworks CRM (Freshsales Suite)
When Time off event is created or updated in Resource Guru > Check any condition > Create deal in Freshworks CRM (Freshsales Suite)
When Time off event is created or updated in Resource Guru > Check any condition > Update deal in Freshworks CRM (Freshsales Suite)
When Booking is created or updated in Resource Guru > Check any condition > Create deal in Freshworks CRM (Freshsales Suite)
When Booking is created or updated in Resource Guru > Check any condition > Update deal in Freshworks CRM (Freshsales Suite)
When Deal is created in Freshworks CRM (Freshsales Suite) > Create new time off event in Resource Guru
When Deal is created in Freshworks CRM (Freshsales Suite) > Create booking in Resource Guru
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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.
See Freshworks CRM (Freshsales Suite) 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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