Integrate OnePageCRM with Resource Guru
Send information between OnePageCRM 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 OnePageCRM
Promptly kickstart projects for closed deals to reduce any downtime. This flow will generate a fresh project in Resource Guru for every deal successfully closed in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new project in Resource Guru.
Create a project within Resource Guru for every accomplished deal in OnePageCRM
OnePageCRM + Resource Guru
Build your own integrations between OnePageCRM and Resource Guru
Connect OnePageCRM and Resource Guru with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate OnePageCRM and Resource Guru using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New pending deal
Triggers when there is a new pending deal
New action
Triggers when a new action is created
Deal won
Triggers when a deal is won
New contact
Triggers when a new contact is created
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 contact
Creates a new contact
Create note
Creates a new note for the specified contact
Fetch contact
Fetches the details of an existing contact
Create Project
Creates a new project
Create Booking
Creates a new booking
Create Resource
Creates a new resource
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.
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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
Louis Castellano
CEO, Lakeside CNC Group
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
