
When this happens...
New Contact Created
New Account Created
New Deal Created
New Task

Automatically do this!
Create Booking
Update Client
Update Booking
Create Project
Update Project
Create Client
Update Time Off Event
Create Time Off Event
List active activity types
List bookings
List active clients
List custom availability
List custom fields
List downtimes
List active projects
List rates
Get report of resources
Get report of clients
Get report of projects
List active resources
List resource types
List timesheet entries
List active users
List users
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new contact is created.
Runs when a new account is created.
Runs when a new deal is created.
Triggers when a new task is created.
Triggers whenever there is a change to a booking, including its creation, update, or deletion.
Triggers whenever there is a change to a Client, including its creation, update, or deletion.
Action is the task that follows automatically within your Freshsales Classic integrations.
Finds an account by name or ID.
Finds an existing contact by email or ID.
Creates a new account in Freshsales Classic.
Create a new contact.
Updates an existing account.
Updates an existing contact in Freshsales Classic.

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To start, connect both your Freshsales Classic and ResourceGuru accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshsales Classic triggers actions in ResourceGuru (or vice versa).
Absolutely. You can customize how Freshsales Classic data is recorded in ResourceGuru. This includes choosing which data fields go into which fields of ResourceGuru, setting up custom formats, and filtering out unwanted information.
The data sync between Freshsales Classic and ResourceGuru typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Freshsales Classic and ResourceGuru. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
Learn MoreResourceGuru is a resource scheduling and management tool designed to help teams and organizations efficiently allocate and manage their resources. It offers features such as calendar views, resource booking, and utilization tracking to ensure optimal productivity.
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