Connect Recruit CRM and Sage Sales Management 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!
Create Account
Create Activity
Create Contact
Create Calendar Item
Create Opportunity
Create Sales Order
Find Account
List Users
List Roles
List Accounts
List Account Types
List Contacts
List Opportunities
List Opportunity Types
List Opportunity Statuses
List Activities
List Activity Types
List Activity Points
List Calendar
List Emails
List Calls
List Products
List Order Headers
List Order Statuses
List Sales
List Campaigns
Update Account
Update Activity
Update Contact
Update Calendar Item
Update Opportunity
Update Sales Order
Find Contact
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Actions and Triggers
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 Account
Create Account in ForceManager
Create Activity
Create activity
Create Contact
Create Contact
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Frequently Asked Questions
To start, connect both your Recruit CRM and Sage Sales Management accounts to viaSocket. Once connected, you can set up a workflow where an event in Recruit CRM triggers actions in Sage Sales Management (or vice versa).
Absolutely. You can customize how Recruit CRM data is recorded in Sage Sales Management. This includes choosing which data fields go into which fields of Sage Sales Management, setting up custom formats, and filtering out unwanted information.
The data sync between Recruit CRM and Sage Sales Management 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 Sage Sales Management. 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.
Learn MoreAbout Sage Sales Management
ForceManager is a sales management tool designed to enhance the productivity and efficiency of sales teams by providing real-time data and insights.
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