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
- The flow triggers when a deal is updated in HubSpot CRM.
- Zoho Flow creates a new project in Resource Guru.
Create a new project in Resource Guru for every deal won in your HubSpot CRM
HubSpot CRM + 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
Contact created
Triggers when a new contact is created
Meeting created
Triggers when a new meeting is created
Task created
Triggers when a new task is created
Company created
Triggers when a new company is created
Deal created or updated
Triggers when a new deal is created or details of an existing deal is updated
Contact created or updated
Triggers when a new contact is created or details of an existing contact is updated
Deal created
Triggers when a new deal is created
Company created or updated
Triggers when a new company is created or details of an existing company is updated
Email created
Triggers when a new email is created
New or Updated Booking
Triggers when a booking is created or updated
New or Updated Project
Triggers when a project is created or updated
New or Updated Client
Triggers when a client is created or updated
New or Updated Resource
Triggers when a resource is created or updated
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create company
Creates a new company
Create deal
Creates a new deal
Create ticket
Creates a new ticket
Create task
Creates a new task
Create email
Creates a new email
Create meeting
Creates a new meeting
Update company
Updates the details of an existing company by ID
Create or update contact
Creates a new contact or updates the details of an existing contact
Update contact - By VID
Updates the details of a contact associated with the specified VID
Update contact - By email
Updates the details of an existing contact associated with the specified email
Associate CRM entities
Associates two existing CRM entities
Update deal
Updates the details of an existing deal using its ID
Fetch contact - By VID or email
Fetches the details of an existing contact by VID or email
Fetch company - By ID
Fetches the details of an existing company by ID
Fetch company - By name
Fetches the details of an existing company by name
Fetch deal - By ID
Fetches the details of an existing deal by ID
Fetch ticket pipeline - By name
Fetches the details of the existing pipeline of the ticket by name
Fetch ticket pipeline stage - By name
Fetches the details of the existing stages in the pipeline of the ticket by name
Create Project
Creates a new project
Create Resource
Creates a new resource
Create Booking
Creates a new booking
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.
Similar apps
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Custom functions
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