Connect Recruit CRM and Perfex CRM
Integrate Recruit CRM with Perfex CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contract in Perfexcrm when Call Log Added in Recruitcrm
Create Customer in Perfexcrm when Call Log Added in Recruitcrm
Create Estimate in Perfex CRM when Call Log Added in Recruitcrm
Create Project in Perfexcrm when Call Log Added in Recruitcrm
Create Proposal in Perfex CRM when Call Log Added in Recruitcrm
Popular Recruit CRM + Perfex CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Recruit CRM
When this happens...
Call Log Added
Call Log Updated
Candidate Assigned
Candidate Added
Candidate Applied Through Job Page
Candidate Deleted
Candidate Enrolled
Candidate Hiring Stage Updated
Candidate Updated
Company Added
Company Updated
Company Deleted
Contact Created
Contact Updated
Contact Deleted
Deal Added
Deal Updated
Deal Deleted
Job Created
Job Updated
Job Deleted
Task Created
Task Updated
Task Deleted
Meeting Added
Meeting Updated
Hotlist Added
Record Added to Hotlist
Choose an action
Perfex CRM
Automatically do this!
Create Lead
Create Contract
Create Customer
Create Estimate
Create Project
Create Proposal
Create Task
Create Ticket
Create Timesheet
Create Contract in Perfexcrm when Call Log Added in Recruitcrm
Use this flowCreate Customer in Perfexcrm when Call Log Added in Recruitcrm
Use this flowCreate Estimate in Perfex CRM when Call Log Added in Recruitcrm
Use this flowCreate Project in Perfexcrm when Call Log Added in Recruitcrm
Use this flowCreate Proposal in Perfex CRM when Call Log Added in Recruitcrm
Use this flowCreate Ticket in Perfex CRM when Call Log Added in Recruitcrm
Use this flowCreate Timesheet in Perfexcrm when Call Log Added in Recruitcrm
Use this flowCreate Contract in Perfexcrm when Call Log Updated in Recruite CRM
Use this flowCreate Customer in Perfexcrm when Call Log Updated in Recruite CRM
Use this flowCreate Estimate in Perfex CRM when Call Log Updated in Recruite CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Recruit CRM and Perfex CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
Call Log Added
Triggers when a new call log is added.
Call Log Updated
Triggers when a new call log is updated
Candidate Assigned
Triggers when a candidate is assigned to a job.
Candidate Added
Triggers when a new candidate is added.
Candidate Applied Through Job Page
Trigger when a new candidate applied through jobs page.
Candidate Deleted
Triggers when a candidate is deleted.
Do thisActions
Action is the task that follows automatically within your Recruit CRM integrations.
Add Note
Creates a new note
Add Hostlist
Creates a new hostlist
Assign Candidate
Assign a candidate to a job.
Create Lead
Creates a new lead
Create Contract
Creates a contract in the system
Create Customer
Creates a new customer
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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.
Learn moreAbout Perfex CRM
Perfex CRM is a customer relationship management software designed to help businesses manage their interactions with current and potential customers. It offers features such as client management, project management, invoicing, and support ticketing, making it ideal for small to medium-sized businesses looking to streamline their operations and improve customer engagement.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Recruit CRM and Perfex CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Recruit CRM and Perfex CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Perfex CRM. No coding required.
Yes. You can set up a workflow where Recruit CRM triggers actions in Perfex CRM, and a separate workflow where Perfex CRM triggers actions in Recruit CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Recruit CRM and Perfex CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Recruit CRM and Perfex CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
