Integrate Teamwork CRM with Resource Guru
Send information between Teamwork 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 Teamwork CRM
Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will create a new project in Resource Guru for every deal won in your Teamwork CRM.
How it works
- The flow triggers when a deal is updated in Teamwork CRM.
- Zoho Flow creates a new project in Resource Guru.
Create a new project in Resource Guru for every deal won in your Teamwork CRM
Teamwork CRM + Resource Guru
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Supported triggers and actions
Integrate Teamwork CRM and Resource Guru using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Company updated
Triggers when a company is updated
Deal updated
Triggers when a deal is updated
Contact created
Triggers when a new contact is created
Company created
Triggers when a new company is created
Note created
Triggers when a new note is created
Contact updated
Triggers when a contact is updated
Deal created
Triggers when a new deal 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 deal
Creates a new deal
Create company
Creates a new company
Create contact
Creates a new contact
Create note
Creates a new note
Create product
Creates a new product
Create lost reason
Creates a new lost reason
Create Project
Creates a new project
Create Booking
Creates a new booking
Create Resource
Creates a new resource
What is Teamwork CRM?
Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.
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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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