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Resource Guru + Flexie CRM Integrations

How to connect Resource Guru + Flexie CRM

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Choose an Action
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Supported triggers and actions

What does this mean?
    • New, Updated or BothRequired

    Trigger
    Instant
    Try It
    • New, Updated or BothRequired

    Trigger
    Instant
    Try It
    • Booker

      Defaults to your user ID if left blank.

    • ResourceRequired

    • Client

    • Project

      Optional: The project the booking is assigned to. Either add the project or the client, not both.

    • Allow Waiting

    • Details

    • Specific Time or Hours Per DayRequired

    Action
    Write
    • NameRequired

    • Project Code

      Will be autogenerated if left blank.

    • Associated Client

    • Notes

    • Color

      Select the hex code color used to highlight this Project. Exp: #000000.

    Action
    Write

How Resource Guru + Flexie CRM Integrations Work

  1. Step 1: Authenticate Resource Guru and Flexie CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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resource-guru logo

About Resource Guru

The fast, simple way to schedule people, equipment and other resources online.
Learn more

Related categories

  • Scheduling & Booking
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flexie-crm logo

About Flexie CRM

Flexie CRM solution is built to help sales teams stay organized, nurture leads, close more deals, and improve overall productivity.

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