
Popular Raynet CRM + Resource Guru Workflows


Create Resource Guru timeoff event for new Raynet CRM company

Create Raynet CRM businesscase for new Resource Guru timeoff event
But manually creating a businesscase 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 businesscase creation in Raynet CRM.
This makes it easy to keep track of all the interactions that person has with your company. By using businesscase, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.

Update Raynet CRM person from new Resource Guru timeoff event

When Time off event is created or updated in Resource Guru > Check any condition > Create person in Raynet CRM

When Time off event is created or updated in Resource Guru > Check any condition > Create lead in Raynet CRM

When Booking is created or updated in Resource Guru > Check any condition > Create person in Raynet CRM

When Booking is created or updated in Resource Guru > Check any condition > Create lead in Raynet CRM

When Time off event is created or updated in Resource Guru > Check any condition > Create BusinessCase in Raynet CRM

When Booking is created or updated in Resource Guru > Check any condition > Create BusinessCase in Raynet CRM

When BusinessCase is created in Raynet CRM > Create new time off event in Resource Guru

When BusinessCase is created in Raynet CRM > Create booking in Resource Guru
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You Can Also Connect Raynet CRM or Resource Guru With 1200+ Other Apps

RaynetCRM is a CRM software designed to help businesses effectively manage customer interactions and relationships. It offers contact management, sales pipeline tracking, task management, email marketing, and reporting.
See Raynet CRM Integrations
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❤Trusted by 42,000+ Customers
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