Integrate Lime Go with Resource Guru
Send information between Lime Go and Resource Guru automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a project within Resource Guru for every accomplished deal in Lime Go
Automate the process of initiating projects for closed deals to accelerate project initiation. This workflow will initiate a separate project in Resource Guru for every deal won in Lime Go.
How it works
- The flow triggers when the status of a deal is updated to 'won' in Lime Go.
- Zoho Flow creates a new project in Resource Guru.
Create a project within Resource Guru for every accomplished deal in Lime Go
Lime Go + Resource Guru
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Supported triggers and actions
Integrate Lime Go and Resource Guru using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Company being worked on
Triggers when the relation for a company is set to 'Working on it'
Company in touch
Triggers when the relation for a company is set to 'Been in touch'
Deal won
Triggers when the status of a deal is updated to 'won'
Positive call registered
Triggers when a positive call is registered in a calling list
Negative call registered
Triggers when a negative call is registered in a calling list
Deal status updated
Triggers when the status of a deal is updated
Customer lost
Triggers when the relation for a company is set to 'Was a customer'
Deal lost
Triggers when the status of a deal is updated to 'lost'
Customer added
Triggers when the relation for a company is set to 'Is a customer'
New or Updated Project
Triggers when a project is created or updated
New or Updated Resource
Triggers when a resource is created or updated
New or Updated Booking
Triggers when a booking is created or updated
New or Updated Client
Triggers when a client is created or updated
All Actions - Actions are the automated tasks
Create signal
Creates a new signal
Create Project
Creates a new project
Create Booking
Creates a new booking
Create Resource
Creates a new resource
What is Lime Go?
Lime Go is a sales tool that helps you keep track of your contacts and collect important information including documents, notes, probability, and history, about your deals.
Similar apps
What is Resource Guru?
Resource Guru helps you plan your projects, clients, and resources without hassle. You can keep tabs on progress, do away with overbooking with advanced clash management, and collaborate with your team efficiently.
Similar apps
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Logic
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Custom functions
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Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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Technical Engineer, Master Liveaboards
