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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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 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.
See Resource Guru Integrations❤Trusted by 42,000+ Customers
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