
Popular Resource Guru + Sellsy Workflows


Create Resource Guru timeoff event for new Sellsy company

Create Sellsy 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 Sellsy.
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.

Create Sellsy task for new Resource Guru timeoff event
With the help of this integration, when an timeoff event is created, a task will be automatically created in Sellsy 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!

Update Sellsy contact from new Resource Guru timeoff event

When Time off event is created or updated in Resource Guru > Check any condition > Create a contact in Sellsy

When Booking is created or updated in Resource Guru > Check any condition > Create a contact in Sellsy

When Time off event is created or updated in Resource Guru > Check any condition > Create an opportunity in Sellsy

When Booking is created or updated in Resource Guru > Check any condition > Create an opportunity in Sellsy

When Opportunity is created in Sellsy > Create new time off event in Resource Guru

When Opportunity is created in Sellsy > Create booking in Resource Guru
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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.
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Sellsy tracks customer activity for all your products across multiple channels so its easy to view, analyze and take action on what works.
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