Resource Guru + Salesforce Integrations
How to connect Resource Guru + Salesforce
Zapier lets you send info between Resource Guru and Salesforce automatically—no code required.
Popular Resource Guru + Salesforce workflows
Add new Salesforce leads for new Resource Guru clients
Add new Salesforce leads for new Resource Guru clientspremium
New or Updated BookingTriggers when a new booking is created and/or a booking is updated.Trigger- New or Updated ClientTriggers when a new client is created and/or a client is updated.Trigger
- New or Updated Time Off EventTriggers when a time off event is created and/or a time off event is updated.Trigger
- New or Updated ProjectTriggers when a new project is created and/or when a project is updated.Trigger
- New or Updated ResourceTriggers when a new resource is created and/or when a resource is updated.Trigger
- Create BookingCreates a new booking.Action
- Create ClientCreates a new client.Action
- Create ProjectCreates a new project.Action
- Resource Guru
Creates a new resource.
Scheduled
Action
- Resource Guru
Creates a new time off event.
Scheduled
Action
- Resource Guru
Updates an existing booking.
Scheduled
Action
- Resource Guru
Updates an existing client.
Scheduled
Action
- Resource Guru
Updates an existing project.
Scheduled
Action
- Resource Guru
Updates an existing resource.
Scheduled
Action
- Resource Guru
Updates a time off event.
Scheduled
Action
- Salesforce
Triggers when a new outbound message is received in Salesforce.
Instant
Trigger
- Salesforce
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Scheduled
Trigger
- Salesforce
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.).
Scheduled
Trigger
- Salesforce
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Scheduled
Trigger
- Salesforce
Adds an existing contact to an existing campaign.
Scheduled
Action
- Salesforce
Adds an existing lead to an existing campaign.
Scheduled
Action
- Salesforce
Creates a new attachment (max 25MB).
Scheduled
Action
- Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
- Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
- Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action
How Resource Guru + Salesforce Integrations Work
- Step 1: Authenticate Resource Guru and Salesforce.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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