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IntegrationsRecruit CRMInsightly
Recruit CRM + Insightly

Connect Recruit CRM and Insightly to Build Intelligent Automations

Choose a Trigger

Recruit CRM

When this happens...

Choose an Action

Insightly

Automatically do this!

Ready to use Recruit CRM and Insightly automations

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Automate Instagram Comment Replies with Smart DMs

trigger
When
Default app icon
Instagram for Business
Instant Trigger
Do
getRandomCommentReplyFunction
cmntp4d3SwSR
IF
    • text is ai
      Workflow step icon
      ReplytoComment
      Workflow step icon
      Send a Private Reply
      Add Step
    • Is guide comment
      Workflow step icon
      ReplytoComment Guide
      Workflow step icon
      Send a Private Reply Guide
      Add Step
    • multi keyword match
      cmntdqJzLMYS
      Workflow step icon
      ReplytoCommentMultiKeyword
      Add Step
Continue from here
View Template

Automate Expense Report Approvals via Slack & QuickBooks

trigger
app icon
app icon
app icon
app icon
When
Default app icon
Google Forms
Runs Every 15 Minutes
Do
Workflow step icon
Send for Approval
IF
    • Send for Approval accept
      Workflow step icon
      Create Entry of expenses
      Add Step
    • Send for reject
      Workflow step icon
      Mail for Rejection
      Add Step
Continue from here
Workflow step icon
Add Expense Details
View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

trigger
app icon
app icon
When
Default app icon
Instagram for Business
Instant Trigger
Do
convertTimestampToIST_Message_Time
Workflow step icon
Give Prompt and Get Structured Response
IF
    • has response
      Workflow step icon
      SendDMMessage
      Add Step
    • Notify team
      Workflow step icon
      SendMail
      Add Step
    • has react
      Workflow step icon
      SendDMMessage React
      Add Step
Continue from here
View Template

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Call Log Added

Call Log Added

Triggers when a new call log is added.

Call Log Updated

Call Log Updated

Triggers when a new call log is updated

Candidate Assigned

Candidate Assigned

Triggers when a candidate is assigned to a job.

Candidate Added

Candidate Added

Triggers when a new candidate is added.

Candidate Applied Through Job Page

Candidate Applied Through Job Page

Trigger when a new candidate applied through jobs page.

Candidate Deleted

Candidate Deleted

Triggers when a candidate is deleted.

Do thisActions

Action is the task that follows automatically within your Recruit CRM integrations.

Add Note

Add Note

Creates a new note

Add Hostlist

Add Hostlist

Creates a new hostlist

Assign Candidate

Assign Candidate

Assign a candidate to a job.

Create Record

Create Record

Creates a Record.

Update Record

Update Record

Updates a Record

List Contact

List Contact

Retrieves the list of all contacts

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Frequently Asked Questions

How do I start an integration between Recruit CRM and Insightly?

To start, connect both your Recruit CRM and Insightly accounts to viaSocket. Once connected, you can set up a workflow where an event in Recruit CRM triggers actions in Insightly (or vice versa).

Can we customize how data from Recruit CRM is recorded in Insightly?

Absolutely. You can customize how Recruit CRM data is recorded in Insightly. This includes choosing which data fields go into which fields of Insightly, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Recruit CRM and Insightly?

The data sync between Recruit CRM and Insightly typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Recruit CRM to Insightly?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Recruit CRM and Insightly?

Yes, you can set conditional logic to control the flow of data between Recruit CRM and Insightly. 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.

Recruit CRM

About Recruit CRM

Recruite CRM is a comprehensive recruitment management platform designed to streamline the hiring process for businesses of all sizes. It offers tools for managing candidate pipelines, automating recruitment workflows, and enhancing collaboration among hiring teams. With its user-friendly interface and robust features, Recruite CRM helps organizations efficiently manage their recruitment activities and improve their talent acquisition strategies.

HR Talent & RecruitmentCRM (Customer Relationship Management)
Learn More
Insightly

About Insightly

Insightly is a powerful CRM and project management tool designed to help businesses manage customer relationships, track sales, and streamline project workflows. With Insightly, you can easily organize and manage your contacts, leads, and opportunities, as well as collaborate with your team on projects and tasks.

Project ManagementMarketing Automation
Learn More

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