Connect Recruitee and Sage Sales Management to Build Intelligent Automations
Choose a Trigger
When this happens...
New Candidates
New Offers
New Location
Update Offers
Update Candidate
Update Location
Candidate Moved to Stage
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
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Candidates
Triggers when new candidate is created.
New Offers
Triggers when new offer is created.
New Location
Triggers when new location is created.
Update Offers
Triggers when an existing offer is updated.
Update Candidate
Triggers when an existing candidate is updated.
Update Location
Triggers when an existing location is updated.
Do thisActions
Action is the task that follows automatically within your Recruitee integrations.
Add a Note to Candidate
Add a Note to Candidate
Create Candidate
Add Candidate
Update Candidate
Update Candidate Details
Create Offer
Creates a offer.
Update Offer
Updates an existing offer.
Delete Candidate
Delete an existing candidate.
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Frequently Asked Questions
To start, connect both your Recruitee and Sage Sales Management accounts to viaSocket. Once connected, you can set up a workflow where an event in Recruitee triggers actions in Sage Sales Management (or vice versa).
Absolutely. You can customize how Recruitee 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 Recruitee 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 Recruitee 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 Recruitee
Recruitee is a collaborative hiring platform that combines candidate management and ATS features. It helps teams streamline their recruitment processes, enhance candidate experience, and effectively manage talent with its intuitive interface and powerful tools.
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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