Resource Guru + Salesforce
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.
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.
- When this happens...New or Updated Client
Triggers when a new client is created and/or a client is updated.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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About Resource Guru
The fast, simple way to schedule people, equipment and other resources online.
Related categories
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
