Integrate OnePageCRM with Resource Guru

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

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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
  1. The flow triggers when a deal is won in OnePageCRM.
  2. Zoho Flow creates a new project in Resource Guru.
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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 800+ 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

Deal won

Triggers when a deal is won

New pending deal

Triggers when there is a new pending deal

New action

Triggers when a new action is created

New contact

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 note

Creates a new note for the specified contact

Create contact

Creates a new 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 OnePageCRM?

OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.

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.

Learn more >

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.

Learn more >

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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