Greenhouse + Redtail CRM

Greenhouse + Redtail CRM integrations

Create new Greenhouse candidates from Redtail CRM contacts

Effortlessly add new contacts in Redtail CRM as candidates in Greenhouse with this streamlined workflow. Whenever a contact is created in Redtail CRM, this automation will create a new candidate in Greenhouse, saving you valuable time and ensuring your recruitment process stays organized. Keep your hiring pipeline up-to-date without any manual work.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Create CandidateCreates a new candidate.
ActionWrite

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More things you can do with Redtail CRM and Greenhouse

Discover other triggers and actions you can use with Redtail CRM and Greenhouse

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
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Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
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Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write

- ID
  Required
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
Candidate Hired
Triggers when a candidate is hired.
Trigger
Polling
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- Watch Field
- Updated After
Trigger
Polling
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New Scorecard Due
Triggers when there is a new Scorecard Due.
Trigger
Polling
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- On_behalf_of
  Required
- Candidate
  Required
- Body
  Required
- Visibility
  Required
Action
Write
- On_behalf_of
  Required
- Candidate
  Required
- First_name
  Required
- Last_name
  Required
- Personal_email_address
- Work_email_address
Action
Write
- EmailAddress
  Required
Action
Search
- EmailAddress
  Required
- On_behalf_of
  Required
- First_name
  Required
- Last_name
  Required
- Personal_email_address
- Work_email_address
- Job
  Required
Action
Search or write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
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Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
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Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
Try It
Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
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- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write
New Candidate Application
Triggers when a new application is submitted by a candidate.
Trigger
Polling
Try It
- Limit to Live Posts
Trigger
Polling
Try It
- Starting After
- Ending Before
Trigger
Polling
Try It
- On_behalf_of
  Required
- First_name
  Required
- Last_name
  Required
- Personal_email_address
- Work_email_address
- Job
  Required
Action
Write
- On_behalf_of
  Required
- First_name
  Required
- Last_name
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- ID
  Required
Action
Search

About Greenhouse

Greenhouse is a hiring software company. We create the technology, know-how and support for your business' hiring needs.

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Related categories

HR Talent & Recruitment

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About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.

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CRM (Customer Relationship Management)

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