
When this happens...
New Activity
New Account
New Calendar Item
New Contact
New Opportunity
New Sales Order
Activity Updated
Account Updated
Contact Updated
Opportunity Updated
Calendar Item Updated
Sales Order Updated
Automatically do this!
List All Candidates
List All Contact
List All Companies
List All Call Types
List All Note Types
List All Meeting Types
List All Task Types
List All Contact Stages
List All Deal Stages
List All Job Stages
List All Candidate Stages
List All Multiple Hiring Pipelines
List All Candidate Questions
List All Collaborators
List All Users
List All Teams
List All Target Reports
List All Pitch Stages
Add Note
Add Hostlist
Assign Candidate
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new activity is created.
Triggers when a new account is created.
Triggers when a new calendar item is created.
Triggers when a new contact is created.
Triggers when a new opportunity is created
Triggers when a new sales order is created.
Action is the task that follows automatically within your Sage Sales Management integrations.
Create Account in ForceManager
Create activity
Create Contact
Creates a new calendar item.
Creates a new opportunity.
Creates a new Sales Order

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Sage Sales Management and Recruit CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Sage Sales Management triggers actions in Recruit CRM (or vice versa).
Absolutely. You can customize how Sage Sales Management data is recorded in Recruit CRM. This includes choosing which data fields go into which fields of Recruit CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Sage Sales Management and Recruit CRM 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 Sage Sales Management and Recruit CRM. 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.
ForceManager is a sales management tool designed to enhance the productivity and efficiency of sales teams by providing real-time data and insights.
Learn MoreRecruite 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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