Integrate Teamgate with Resource Guru

Send information between Teamgate 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 Teamgate

Promptly kickstart projects for closed deals to reduce any downtime. This workflow will initiate a separate project in Resource Guru for every deal won in Teamgate.

How it works
  1. The flow triggers when a deal is won in Teamgate.
  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 Teamgate

Teamgate + Resource Guru

Build your own integrations between Teamgate and Resource Guru

Connect Teamgate and Resource Guru with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Teamgate and Resource Guru using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Deal lost

Triggers when a deal is lost

Lead unqualified

Triggers when a lead is unqualified

Deal won

Triggers when a deal is won

Lead created

Triggers when a new lead is created

Company created

Triggers when a new company is created

Lead converted to person

Triggers when a lead is converted to person

Deal created

Triggers when a new deal is created

Person created

Triggers when a new person 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 lead

Creates a new lead

Create person

Creates a new person

Create deal

Creates a new deal

Create company

Creates a new company

Fetch product

Fetches the details of the specified product using company ID, name or SKU.

Fetch lead

Fetches a lead using ID or name

Fetch people

Fetches the details of the specified people using ID, name, email address or phone number.

Fetch user

Fetches the details of the specified user using ID, name or email address.

Fetch comapny

Fetches a company using company name, code or email address.

Create Booking

Creates a new booking

Create Resource

Creates a new resource

Create Project

Creates a new project

What is Teamgate?

Teamgate is a web-based sales CRM solution designed to strengthen and simplify the entire sales process - from lead prospecting to sales closure.

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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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

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