Popular Salesmate + Resource Guru Workflows
Create Resource Guru timeoff event for new Salesmate company
Create Salesmate 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 Salesmate.
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.
Update Salesmate contact from new Resource Guru timeoff event
When Time off event is created or updated in Resource Guru > Check any condition > Create Contact in Salesmate
When Booking is created or updated in Resource Guru > Check any condition > Create Contact in Salesmate
When Time off event is created or updated in Resource Guru > Check any condition > Create Deal in Salesmate
When Booking is created or updated in Resource Guru > Check any condition > Create Deal in Salesmate
When Deal is created in Salesmate > Create new time off event in Resource Guru
When Deal is created in Salesmate > Create booking in Resource Guru
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Our platform brings the entire sales process under one roof. From prospecting to opportunity management, pipeline automation to lead scoring and more— Salesmate automates your sales process to deliver predictable results.
See Salesmate 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.
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