Connect Recruit CRM and Planview LeanKit to Build Intelligent Automations
Choose a Trigger
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
Automatically do this!
- Request a new Action for Planview LeanKit
Enable Integrations or automations with these events of Recruit CRM and Planview LeanKit
Enable Integrations or automations with these events of Recruit CRM and Planview LeanKit
Triggers
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.
Actions
Add Note
Creates a new note
Add Hostlist
Creates a new hostlist
Assign Candidate
Assign a candidate to a job.
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Frequently Asked Questions
To start, connect both your Recruit CRM and Planview LeanKit accounts to viaSocket. Once connected, you can set up a workflow where an event in Recruit CRM triggers actions in Planview LeanKit (or vice versa).
Absolutely. You can customize how Recruit CRM data is recorded in Planview LeanKit. This includes choosing which data fields go into which fields of Planview LeanKit, setting up custom formats, and filtering out unwanted information.
The data sync between Recruit CRM and Planview LeanKit 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 Recruit CRM and Planview LeanKit. 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 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.
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