Dotloop + Resource Guru Integration

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Resource Guru + Dotloop Integration

Create Dotloop loop for new Resource Guru timeoff event

In your business, you may need to track when someone is invited to an timeoff event. You can do this by creating a loop in Dotloop.

But manually creating a loop 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 loop creation in Dotloop.

This makes it easy to keep track of all the interactions that person has with your company. By using loop, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
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Dotloop + Resource Guru Integration
1.
  • Dotloop
    Loop is created in Dotloop
  • Resource Guru
    Booking is created or updated in Resource Guru Instant
  • Resource Guru
    Time off event is created or updated in Resource Guru Instant
  • Resource Guru
    Client is created or updated in Resource Guru Instant
  • Resource Guru
    Project is created or updated in Resource Guru Instant
  • Resource Guru
    Resource is created or updated in Resource Guru Instant
2.
  • Dotloop
    Create loop in Dotloop
  • Dotloop
    Create contact in Dotloop
  • Resource Guru
    Create booking in Resource Guru
  • Resource Guru
    Update booking in Resource Guru
  • Resource Guru
    Search booking in Resource Guru
  • Resource Guru
    Update time off event in Resource Guru
  • Resource Guru
    Create new time off event in Resource Guru
  • Resource Guru
    Create client in Resource Guru
  • Resource Guru
    Search client in Resource Guru
  • Resource Guru
    Update project in Resource Guru
  • Resource Guru
    Create project in Resource Guru
  • Resource Guru
    Search project in Resource Guru
  • Resource Guru
    Search resource in Resource Guru
  • Resource Guru
    Create resource in Resource Guru
  • Resource Guru
    Update resource in Resource Guru
  • Resource Guru
    Update client in Resource Guru
  • Resource Guru
    Search time off event in Resource Guru
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