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Resource Guru + Salesforce Integrations

Resource Guru logoSalesforce logo
Resource Guru logoSalesforce logo

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 Client

Triggers when a new client is created and/or a client 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 Project

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

InstantNew or Updated Resource

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

InstantNew Outbound Message

Triggers when a new outbound message is received in Salesforce.

New Record

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

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.).

Updated Record

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

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

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