Resource Guru + Salesforce Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Resource Guru and Salesforce, with as many as 170 possible integrations. Are you ready to find your productivity superpowers?
Add new Salesforce leads for new Resource Guru clients
It’s critical to keep track of prospective clients when you’re planning to make a sale. After setting up this Zapier integration, Zapier will add a new Lead in Salesforce whenever you add a client in Resource Guru, so you can be confident that no clients will slip through the cracks.
How this Resource Guru-Salesforce integration works
- A new client in Resource Guru
- Creates a new lead in Salesforce
- Resource Guru
It's easy to connect Resource Guru + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new booking is created and/or a booking is updated.
Creates a new booking.
Triggers when a time off event is created and/or a time off event is updated.
Creates a new time off event.
Triggers when a new project is created and/or when a project is updated.
Creates a new resource.
Triggers when a new lead is created.
Create a new lead.
Triggers when a new custom object (of the type you choose) is created.
Add a lead to a campaign.
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