Connect Recooty AI and Salesforce to Build Intelligent Automations
Ready to use Recooty AI and Salesforce automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new Contact is created.
New Lead
Triggers when a new Lead is created.
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
New Case Attachment
Triggers when a new Attachment is added to a case.
New Task
Triggers when a new task is created.
Do thisActions
Action is the task that follows automatically within your Recooty AI integrations.
List Published Jobs
Retrieve all published job postings for the authenticated company.
Find Jobs
Retrieve job postings from Recooty and optionally filter by title, job code, city, state, country, employment type, experience level, or remote option. Returns job details, cleaned description, responsibilities, requirements, and application links.
Add Contact to Campaign
Adds an existing contact to an existing campaign.
Add Lead to Campaign
Adds an existing lead to an existing campaign.
Create Attachment
Creates a new attachment (max 25MB).
Create Contact
Creates a new contact.
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Frequently Asked Questions
To start, connect both your Recooty AI and Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in Recooty AI triggers actions in Salesforce (or vice versa).
Absolutely. You can customize how Recooty AI data is recorded in Salesforce. This includes choosing which data fields go into which fields of Salesforce, setting up custom formats, and filtering out unwanted information.
The data sync between Recooty AI and Salesforce 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 Recooty AI and Salesforce. 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 Recooty AI
Recooty is a powerful recruitment tool designed to streamline the hiring process for businesses of all sizes. It offers features like job posting, candidate tracking, and interview scheduling to help companies find the best talent efficiently.
Learn MoreAbout Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
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