Resource Guru + Salesforce Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Resource Guru and Salesforce.


Get started with workflows like: Add new Salesforce leads for new Resource Guru clients. Or check out the rest of our guided workflows. Save time with Zapier; it's free to try.

Connect Resource Guru + Salesforce in Minutes

It's easy to connect Resource Guru + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantNew or Updated Booking

Triggers when a new booking is created and/or a booking is updated.

InstantNew or Updated Time Off Event

Triggers when a time off event is created and/or a time off event is updated.

InstantNew or Updated Resource

Triggers when a new resource is created and/or a resource is updated.

New Record

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

Updated Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

InstantNew or Updated Client

Triggers when a new client is created and/or a client is updated.

InstantNew or Updated Project

Triggers when a new project is created and/or when a project is updated.

InstantNew Outbound Message

Triggers when a new outbound message is received in Salesforce.

Updated Field on Record

Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

How Resource Guru + Salesforce Integrations Work

  1. Step 1: Authenticate Resource Guru + Salesforce.
    (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.

Connect Resource Guru + Salesforce