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