Integrate HubSpot CRM with Resource Guru

Send information between HubSpot CRM 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 HubSpot CRM

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 HubSpot CRM.

How it works
  1. The flow triggers when a deal is updated in HubSpot CRM.
  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 HubSpot CRM

HubSpot CRM + Resource Guru

Build your own integrations between HubSpot CRM and Resource Guru

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Supported triggers and actions

Integrate HubSpot CRM and Resource Guru using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Task created

Triggers when a new task is created

Deal updated

Triggers when a deal is updated

Company created

Triggers when a new company is created

Contact updated

Triggers when the details of an existing contact are updated

Deal created

Triggers when a new deal is created

Engagement created

Triggers when a new engagement is created

Campaign created or updated

Triggers when a campaign is created or updated in HubSpot Marketing

Company updated

Triggers when the details of an existing company are updated

Contact created

Triggers when a new contact is created

New or Updated Resource

Triggers when a resource is created or updated

New or Updated Client

Triggers when a client is created or updated

New or Updated Project

Triggers when a project is created or updated

New or Updated Booking

Triggers when a booking is created or updated

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create engagement

Creates a new engagement

Create ticket

Creates a new ticket

Create task

Creates a new task

Create company

Creates a new company

Create deal

Creates a new deal

Update contact - By email

Updates the details of the contact associated with the specified email

Associate CRM entities

Associates two existing CRM entities

Create or update contact

Creates a new contact. Updates the contact details if it already exists

Update contact - By VID

Updates the details of a contact associated with the specified VID

Update company

Updates the details of an existing company

Fetch company - By ID

Fetches the details of an existing company by ID

Fetch campaign - By ID

Fetches the details of an existing campaign from HubSpot Marketing by ID

Fetch company - By name

Fetches the details of an existing company by name

Fetch contact

Fetches the details of an existing contact by VID or Email

Fetch deal

Fetches the details of an existing deal by ID

Create Project

Creates a new project

Create Booking

Creates a new booking

Create Resource

Creates a new resource

What is HubSpot CRM?

HubSpot CRM is a CRM tool that lets you convert prospects into contacts, improvise your strategy based on reports, and manage your contacts and sales funnel from one place.

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.

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 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

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Technical Engineer, Master Liveaboards

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