Connect Teamtailor and Salesforce to Build Intelligent Automations

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Teamtailor

When this happens...

Choose an Action

Salesforce

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact

New Contact

Triggers when a new Contact is created.

New Lead

New Lead

Triggers when a new Lead is created.

New Record

New Record

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

Updated Record

Updated Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

New Case Attachment

New Case Attachment

Triggers when a new Attachment is added to a case.

New Task

New Task

Triggers when a new task is created.

Do thisActions

Action is the task that follows automatically within your Teamtailor integrations.

Create Note

Create Note

Creates a new note on a candidate.

Update Candidate

Update Candidate

Updates an already existing candidate.

Update  Job

Update Job

Updates an already existing candidate.

Find Candidate

Find Candidate

Finds a candidate by email.

Create Job

Create Job

Creates a New Job

Create Candidate

Create Candidate

Create a new Candidate

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Frequently Asked Questions

How do I start an integration between Teamtailor and Salesforce?

To start, connect both your Teamtailor and Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in Teamtailor triggers actions in Salesforce (or vice versa).

Can we customize how data from Teamtailor is recorded in Salesforce?

Absolutely. You can customize how Teamtailor data is recorded in Salesforce. This includes choosing which data fields go into which fields of Salesforce, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Teamtailor and Salesforce?

The data sync between Teamtailor and Salesforce typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Teamtailor to Salesforce?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Teamtailor and Salesforce?

Yes, you can set conditional logic to control the flow of data between Teamtailor and Salesforce. 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.

Teamtailor

About Teamtailor

Teamtailor is a recruitment and employer branding ATS (Applicant Tracking System) designed to assist teams of all sizes to attract and hire talent efficiently and effectively. The platform integrates various capabilities such as job posting, applicant tracking, and candidate communication.

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Salesforce

About Salesforce

Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.

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