Close + Recruit CRM

Create new Recruit CRM deals from new Close opportunities

Effortlessly manage your sales pipeline by connecting Close with Recruit CRM using this powerful automation. When a new opportunity arises in Close, this workflow will instantly create a corresponding deal in Recruit CRM, ensuring a seamless transition between applications. Streamline your sales process and never miss an opportunity to grow your business.

Effortlessly manage your sales pipeline by connecting Close with Recruit CRM using this powerful automation. When a new opportunity arises in Close, this workflow will instantly create a corresponding deal in Recruit CRM, ensuring a seamless transition between applications. Streamline your sales process and never miss an opportunity to grow your business.

  1. When this happens...
    CloseClose
    New Opportunity

    Triggers when a new opportunity is added.

    TriggerInstant
  2. automatically do this!
    Recruit CRMRecruit CRM
    Add Deal

    Add a new deal.

    ActionWrite
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Supported triggers and actions

    • Field(s) Required to Trigger

    Trigger
    Instant
    Try It
    • Contact Smart View IDRequired

    Trigger
    Polling
    Try It
    • Custom Activity V 2 Instructions

    • Custom Activity TypeRequired

    • Filled-in fields

    Trigger
    Instant
    Try It
    • Direction

    • Template ID

    • User ID

    Trigger
    Instant
    Try It
close logo
close logo

About Close

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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recruitcrm logo
recruitcrm logo

About Recruit CRM

Recruit CRM is an all-in-one ATS + CRM for recruitment agencies.
Learn more

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  • CRM (Customer Relationship Management)

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