Resource Guru
When this happens...
Resource GuruNew or Updated Client
Then do this...
SalesforceCreate Lead

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

  1. A new client in Resource Guru
  2. Creates a new lead in Salesforce

Apps involved

  • Resource Guru
  • Salesforce

Why Zapier?

Free

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Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

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

When this happens...
then do this!
New or Updated Booking

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

Create Booking

Creates a new booking.

New or Updated Time Off Event

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

Create Time Off Event

Creates a new time off event.

New or Updated Project

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

Create Resource

Creates a new resource.

New Lead

Triggers when a new lead is created.

Create Lead

Create a new lead.

New Custom Object

Triggers when a new custom object (of the type you choose) is created.

Add a Lead to a Campaign

Add a lead to a campaign.

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Salesforce is a leading enterprise customer relationship manager (CRM) application.

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