Connect HelloLeads CRM and ResourceGuru to Build Intelligent Automations
Choose a Trigger
When this happens...
When Lead Becomes Customer
New Lead Added
Choose an Action
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
Ready to use HelloLeads CRM and ResourceGuru automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
When Lead Becomes Customer
Triggers when Lead stage is changed to Won stage.
New Lead Added
Triggers when a new lead is added to HelloLeads CRM.
New or Updated Booking
Triggers whenever there is a change to a booking, including its creation, update, or deletion.
New or Updated Client
Triggers whenever there is a change to a Client, including its creation, update, or deletion.
New or Updated Time Off Event
Triggers whenever there is a change to a Time Off Event, including its creation, update, or deletion.
New or Updated Project
Triggers whenever there is a change to a Project, including its creation, update, or deletion.
Do thisActions
Action is the task that follows automatically within your HelloLeads CRM integrations.
Create Lead
Creates a new lead.
Create Booking
Creates a new booking.
Update Client
Updates an existing client.
Update Booking
Updates an existing booking.
Create Project
Creates a new project.
Update Project
Updates an existing project.
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Frequently Asked Questions
To start, connect both your HelloLeads CRM and ResourceGuru accounts to viaSocket. Once connected, you can set up a workflow where an event in HelloLeads CRM triggers actions in ResourceGuru (or vice versa).
Absolutely. You can customize how HelloLeads CRM 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 HelloLeads CRM 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 HelloLeads CRM 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.
About HelloLeads CRM
HelloLeads CRM is a customer relationship management tool designed to help businesses streamline their lead management processes, improve customer interactions, and enhance sales productivity. It offers features such as lead tracking, follow-up reminders, and analytics to optimize sales efforts.
Learn MoreAbout ResourceGuru
ResourceGuru 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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