Resource Guru + PipelineDeals Integration

Connect Resource Guru to PipelineDeals - Automate your workflows in 1-click

Leverage Resource Guru automations to simplify appointment scheduling, reduce back-and-forth communication, and manage cancellations efficiently. Make use of PipelineDeals automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Get the best of both with Integrately’s Resource Guru + PipelineDeals integration.
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Resource Guru + PipelineDeals Integration

Create PipelineDeals task for new Resource Guru timeoff event

Creating task in PipelineDeals is a great way to keep track of task that need to be completed when an timeoff event is created in your Resource Guru account.

With the help of this integration, when an timeoff event is created, a task will be automatically created in PipelineDeals and will include the details of the timeoff event (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new timeoff event. You can then simply assign the task to someone on your team and they can get started!
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Resource Guru + PipelineDeals Integration

Create PipelineDeals 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 PipelineDeals.

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 PipelineDeals.

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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Resource Guru + PipelineDeals Integration
1.
  • Resource Guru
    Booking is created or updated in Resource Guru

    Triggers the automation whenever a booking is created or updated

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

    Triggers the automation whenever a downtime event is created or updated

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

    Triggers the automation whenever either a client is created or updated

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

    Triggers the automation whenever a project is created or updated

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

    Triggers the automation whenever a resource is created or updated

    Instant
  • PipelineDeals
    Person is created in PipelineDeals

    Triggers the automation whenever a new person is created

    Instant
  • PipelineDeals
    Company is created in PipelineDeals

    Triggers the automation whenever a new company is created

    Instant
  • PipelineDeals
    Deal is created in PipelineDeals

    Triggers the automation whenever a deal is created

    Instant
  • PipelineDeals
    Deal status is changed in PipelineDeals

    Triggers the automation whenever the deal status is changed

    Instant
  • PipelineDeals
    Deal is moved in PipelineDeals

    Triggers the automation whenever a deal is moved with

    Instant
2.
  • Resource Guru
    Create booking in Resource Guru

    Automatically schedule and confirm a booking request

  • Resource Guru
    Update booking in Resource Guru

    Automatically updates the booking details with the latest information

  • Resource Guru
    Search booking in Resource Guru

    Automatically searches for a booking

  • Resource Guru
    Update downtime event in Resource Guru

    Automatically updates downtime event

  • Resource Guru
    Create new time off event in Resource Guru

    Automatically creates a new time off event

  • Resource Guru
    Create client in Resource Guru

    Automatically generates a new client profile

  • Resource Guru
    Search client in Resource Guru

    Automatically searches for a client

  • Resource Guru
    Update project in Resource Guru

    Automatically updates project information

  • Resource Guru
    Create project in Resource Guru

    Automatically creates a new project

  • Resource Guru
    Search project in Resource Guru

    Automatically searches for a project

  • Resource Guru
    Search resource in Resource Guru

    Automatically searches for a resource

  • Resource Guru
    Create resource in Resource Guru

    Automatically generates a new resource

  • Resource Guru
    Update resource in Resource Guru

    Automatically updates the particular resource with the latest information

  • Resource Guru
    Update client in Resource Guru

    Automatically updates client information

  • Resource Guru
    Search downtime event in Resource Guru

    Automatically searches for a downtime event

  • PipelineDeals
    Create Deal in PipelineDeals

    Automatically generates a new deal with

  • PipelineDeals
    Update Deal in PipelineDeals

    Automatically updates deal information based on new criteria or changes

  • PipelineDeals
    Create Person in PipelineDeals

    Automatically generates a new person

  • PipelineDeals
    Update Person in PipelineDeals

    Automatically updates the information of a person

  • PipelineDeals
    Create Company in PipelineDeals

    Automatically generates a new company profile with given details

  • PipelineDeals
    Update Company in PipelineDeals

    Automatically updates company information

  • PipelineDeals
    Search company in PipelineDeals

    Automatically find information about a company

  • PipelineDeals
    Search deal in PipelineDeals

    Automatically retrieves and find a deal

  • PipelineDeals
    Create Task in PipelineDeals

    Automatically creates a new task

  • PipelineDeals
    Create Activity (Note) in PipelineDeals

    Automatically creates a new activity with a note

3x-10x Less Expensive Than Popular Alternatives
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750 Tasks
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in $19.99
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Integrate Resource Guru & PipelineDeals In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

You Can Also Connect Resource Guru or PipelineDeals With 1200+ Other Apps

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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 Integrations
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PipelineDeals is a CRM that lets you organize, track, and manage your deals, leads, and contacts. Create offers tailored to your customers' sales cycle. Follow up with emails & phone calls. Close deals faster than ever before!

See PipelineDeals Integrations

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