Integrate Onpipeline with Resource Guru

Send information between Onpipeline and Resource Guru automatically, without writing any code, using Zoho Flow.

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Create a new project in Resource Guru for every deal won in your Onpipeline

Enure timely project kickoff for closed deals to ensure swift implementation. This flow will create a new project in Resource Guru for every deal won in your Onpipeline.

How it works
  1. The flow triggers when the details of an existing deal are updated in Onpipeline.
  2. Zoho Flow creates a new project in Resource Guru.
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Create a new project in Resource Guru for every deal won in your Onpipeline

Onpipeline + Resource Guru

Build your own integrations between Onpipeline and Resource Guru

Connect Onpipeline and Resource Guru with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Onpipeline and Resource Guru using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Deal updated

Triggers when an existing deal is updated

Person added

Triggers when a new contact person is added

Organization created

Triggers when a new organization is created

Deal updated as won

Triggers when a deal is updated as won

Event updated

Triggers when a calendar event is updated

Deal created

Triggers when a new deal is created

Event created

Triggers when a new calendar event is created

New or Updated Project

Triggers when a project is created or updated

New or Updated Booking

Triggers when a booking is created or updated

New or Updated Resource

Triggers when a resource is created or updated

New or Updated Client

Triggers when a client is created or updated

All Actions - Actions are the automated tasks

Create deal

Creates a new deal

Add lead

Creates a new lead

Add organization

Adds a new organization

Update deal

Updates the details of an existing deal

Update person

Updates the details of an existing contact person

Add person

Adds a new contact person

Update organization

Updates the details of an existing organization

Fetch organization

Fetches the details of an existing organisation by name

Fetch person

Fetches the details of an existing person by full name

Create Booking

Creates a new booking

Create Project

Creates a new project

Create Resource

Creates a new resource

What is Onpipeline?

Onpipeline is a cloud-based sales CRM solution for small and medium businesses. It provides visual pipeline management, email and calendar integration, unlimited storage, and more.

CRM

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.

Project Management

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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