Integrate Kylas with Resource Guru
Send information between Kylas 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 Kylas
Enure timely project kickoff for closed deals to ensure swift implementation. This workflow will initiate a separate project in Resource Guru for every deal won in Kylas.
How it works
- The flow triggers when the details of an existing deal are updated in Kylas.
- Zoho Flow creates a new project in Resource Guru.
Create a project within Resource Guru for every accomplished deal in Kylas
Kylas + Resource Guru
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Supported triggers and actions
Integrate Kylas and Resource Guru using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact updated
Triggers when the details of an existing contact are updated
Contact created or updated
Triggers when a contact is created or updated
Deal updated
Triggers when the details of an existing deal are updated
Lead created
Triggers when a new lead is created
Company created
Triggers when a new company is created
Task created
Triggers when a new task is created
Contact created
Triggers when a new contact is created
Company updated
Triggers when the details of an existing company are updated
Lead updated
Triggers when the details of an existing lead are updated
Deal created or updated
Triggers when a deal is created or updated
Lead created or updated
Triggers when a lead is created or updated
Deal created
Triggers when a new deal is created
Task updated
Triggers when the details of an existing task are updated
Call logs created or updated
Triggers when a call log is created or updated
Company created or updated
Triggers when a company is created or updated
Task created or updated
Triggers when a task 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
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 lead
Creates a new lead
Create company
Creates a new company
Create task
Creates a new task
Create deal
Creates a new deal
Create product or service
Creates a new product or service
Update task
Updates the details of an existing task
Close deal
Closes the specified deal
Update lead
Updates the details of an existing lead
Update deal
Updates the details of an existing deal
Update product or service
Updates the details of an existing product or service
Update company
Updates the details of an existing company
Update contact
Updates the details of an existing contact
Close lead
Close the specified lead
Fetch product or service
Fetches the details of an existing product or service using ID
Fetch lead
Fetches the details of an existing lead using ID
Fetch deal
Fetches the details of an existing deal using ID
Fetch task
Fetches the details of an existing task using ID
Fetch company
Fetches the details of an existing company using ID
Fetch contact
Fetches the details of an existing contact using ID
Create Project
Creates a new project
Create Booking
Creates a new booking
Create Resource
Creates a new resource
What is Kylas?
Kylas is an intuitive CRM solution for growing businesses that helps you identify the right sales opportunities and supports your sales efforts to increase your chances of success.
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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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