Integrate Lime Go with Resource Guru

Send information between Lime Go 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 Lime Go

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 Lime Go.

How it works
  1. The flow triggers when the status of a deal is updated to 'won' in Lime Go.
  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 Lime Go

Lime Go + Resource Guru

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Supported triggers and actions

Integrate Lime Go and Resource Guru using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Deal won

Triggers when the status of a deal is updated to 'won'

Deal status updated

Triggers when the status of a deal is updated

Company being worked on

Triggers when the relation for a company is set to 'Working on it'

Deal lost

Triggers when the status of a deal is updated to 'lost'

Positive call registered

Triggers when a positive call is registered in a calling list

Customer lost

Triggers when the relation for a company is set to 'Was a customer'

Company in touch

Triggers when the relation for a company is set to 'Been in touch'

Negative call registered

Triggers when a negative call is registered in a calling list

Customer added

Triggers when the relation for a company is set to 'Is a customer'

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 signal

Creates a new signal

Create Booking

Creates a new booking

Create Resource

Creates a new resource

Create Project

Creates a new project

What is Lime Go?

Lime Go is a sales tool that helps you keep track of your contacts and collect important information including documents, notes, probability, and history, about your deals.

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.

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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Sales Director, Artico

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Toto

Technical Engineer, Master Liveaboards

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