Popular Resource Guru + Zendesk Sell Workflows
Create Zendesk Sell 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 Zendesk Sell.
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 Zendesk Sell 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 Zendesk Sell 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!
Create Zendesk Sell note for new Resource Guru timeoff event
Update Zendesk Sell contact from new Resource Guru timeoff event
When Time off event is created or updated in Resource Guru > Check any condition > Create person in Zendesk Sell
When Time off event is created or updated in Resource Guru > Check any condition > Create lead in Zendesk Sell
When Booking is created or updated in Resource Guru > Check any condition > Create person in Zendesk Sell
When Booking is created or updated in Resource Guru > Check any condition > Create lead in Zendesk Sell
When Time off event is created or updated in Resource Guru > Check any condition > Create deal in Zendesk Sell
When Booking is created or updated in Resource Guru > Check any condition > Create deal in Zendesk Sell
When Deal is created in Zendesk Sell > Create new time off event in Resource Guru
When Deal is created in Zendesk Sell > 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 IntegrationsZendesk Sell is the sales automation tool for getting more done in less time. With powerful tools to improve productivity and visibility into your pipeline, Zendesk Sell is the perfect way to take your sales processes to the next level.
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