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
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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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