Popular PerfexCRM + Resource Guru Workflows
When Time off event is created or updated in Resource Guru > Check any condition > Create lead in PerfexCRM
When Booking is created or updated in Resource Guru > Check any condition > Add staff in PerfexCRM
When Booking is created or updated in Resource Guru > Check any condition > Create lead in PerfexCRM
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PerfexCRM is designed for small businesses and freelancers. It brings together everything that you need to manage your clients, projects, tasks, sales, support and communication in one place.
See PerfexCRM 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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