Popular Resource Guru + Teamleader Focus Workflows
Create Resource Guru timeoff event for new Teamleader Focus company
Create Teamleader Focus 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 Teamleader Focus.
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.
When Time off event is created or updated in Resource Guru > Check any condition > Create contact in Teamleader Focus
When Booking is created or updated in Resource Guru > Check any condition > Create contact in Teamleader Focus
When Time off event is created or updated in Resource Guru > Check any condition > Create deal in Teamleader Focus
When Booking is created or updated in Resource Guru > Check any condition > Create deal in Teamleader Focus
When Time off event is created or updated in Resource Guru > Check any condition > Update contact in Teamleader Focus
When Booking is created or updated in Resource Guru > Check any condition > Update contact in Teamleader Focus
When Time off event is created or updated in Resource Guru > Check any condition > Update deal in Teamleader Focus
When Booking is created or updated in Resource Guru > Check any condition > Update deal in Teamleader Focus
When Deal is created in Teamleader Focus > Create new time off event in Resource Guru
When Deal is created in Teamleader Focus > Create booking in Resource Guru
When Deal is updated in Teamleader Focus > Create new time off event in Resource Guru
When Deal is updated in Teamleader Focus > 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.
See Resource Guru IntegrationsThe easiest way to get your teams on the same page. Use Teamleader Focus to manage customer relationships, projects and tasks plus create invoices and quotes in one place.
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