Popular Teamwork CRM + Resource Guru Workflows
Create Resource Guru timeoff event for new Teamwork CRM contact
Create Resource Guru timeoff event for new Teamwork CRM company
Create Teamwork CRM 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 Teamwork CRM.
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 Teamwork CRM
When Booking is created or updated in Resource Guru > Check any condition > Create contact in Teamwork CRM
When Time off event is created or updated in Resource Guru > Check any condition > Create deal in Teamwork CRM
When Booking is created or updated in Resource Guru > Check any condition > Create deal in Teamwork CRM
When Deal is created in Teamwork CRM > Create new time off event in Resource Guru
When Deal is created in Teamwork CRM > Create booking in Resource Guru
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Teamwork is a cloud-based platform that that allows you to plan, manage and track your sales process. It helps you convert leads into opportunities, opportunities into customers and customers into repeat buyers.
See Teamwork CRM 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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