Recruit CRM + Wealthbox CRM

Recruit CRM + Wealthbox CRM integrations

Create deals in Recruit CRM for new contacts in Wealthbox CRM

Effortlessly manage your sales pipeline by connecting Wealthbox CRM and Recruit CRM with this automation. When a new contact is added in Wealthbox CRM, a deal will be created in Recruit CRM, allowing you to track potential clients and revenue opportunities seamlessly. Improve your efficiency and stay organized by integrating these two powerful platforms.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
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Add DealAdd a new deal.
ActionWrite

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More things you can do with Wealthbox CRM and Recruit CRM

Discover other triggers and actions you can use with Wealthbox CRM and Recruit CRM

New Comment
Triggers when a new comment is created.
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- Plan Limitation
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New Note
Triggers when a new note is created.
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Instant
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New Project
Triggers when a new project is created.
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Instant
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New Task
Triggers when a new task is created.
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Workflow Step Complete
Triggers when an existing workflow step is completed.
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Instant
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- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Write

- Related Contact
- Type
- Content
  Required
- Tags
Action
Write
- Name
  Required
- Description
  Required
- Organizer
Action
Write
- Name
  Required
- Type
  Required
- Tags
- Email Address
- Email Type
- Primary Email
Action
Write
- Contact ID
  Required
- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Website Type
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
- Type
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Search or write
Call Log Updated
Triggers when a call log is updated.
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Candidate Available
Triggers when a candidate is available.
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Candidate Applied Through Job Page
Trigger when a new candidate applied through jobs page.
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Candidate Deleted
Triggers when a candidate is deleted.
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Candidate Hiring Stage Updated
Triggers when a candidate's hiring stage is updated.
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Instant
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Candidate Opted In
Triggers when a candidate opts in for email
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Candidate Pitched
Triggers when a candidate is pitched to a contact.
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Instant
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Candidate Profile Updated
Triggers when a candidate updates thier profile.
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Instant
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Candidate Unassigned
Triggers when a candidate is unassigned from a job.
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Instant
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Candidate Updated
Triggers when a new candidate is updated.
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Instant
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Company Available
Triggers when a company is available.
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Instant
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Company Deleted
Triggers when a company is deleted.
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Instant
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Company Updated
Triggers when a company is updated.
Trigger
Instant
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Contact Added
Triggers when a new contact is added.
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Instant
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Contact Enrolled
Triggers when a contact is enrolled
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Instant
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Contact Opted In
Triggers when a contact opts in for email
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Instant
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Contact Unenrolled
Triggers when a contact is unenrolled.
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Instant
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Deal Added
Triggers when a new deal is added.
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Instant
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Deal Stage Updated
Triggers when a deal stage is updated.
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Instant
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File Uploaded
Triggers when a new file is uploaded for an entity in the files section.
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Instant
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Record Added to Hotlist
Triggers when a new record is added to hotlist.
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Instant
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Hotlist Updated
Triggers when a hotlist is updated.
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Instant
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Invoice Deleted
Triggers when an invoice is deleted.
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Instant
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Job Added
Triggers when a new job is added.
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Instant
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Job Status Updated
Triggers when a job status is updated.
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Instant
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Meeting Updated
Triggers when a Meeting is updated.
Trigger
Instant
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Note Added
Triggers when a new note is added.
Trigger
Instant
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Placement Added
Triggers when a new placement is added.
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Instant
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Placement Updated
Triggers when a placement is updated.
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Instant
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Task Updated
Triggers when a Task is updated.
Trigger
Instant
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Add Call Log
Add a new call log.
Action
Write
- Industry ID
- Company Name
  Required
- Company Logo
- Facebook Profile URL
- Twitter Profile URL
- LinkedIn profile URL
- City
- Full Address
- Website
- Owner
- Created By
Action
Write
- Deal Name
  Required
- Deal Stage
  Required
- Deal Value
  Required
- Close Date
  Required
- Deal Type
  Required
- Company Slug
- Contacts
- Jobs
- Candidates
- Owner
- Created By
- Expand Entities
Action
Write
- Template ID
  Required
- Description
- Company Slug
  Required
- Address
- Contact Slug
- Contact Number
- Email
- Issue Date
- Due Date
- Created By
- Additional Note
- Currency ID
- Associated Candidate Slugs
- Associated Contact Slugs
- Associated Company Slugs
- Associated Deal Slugs
- Associated Job Slugs
- Invoice Fields
Action
Write
- Title
  Required
- Description
- Meeting Type
- Address
- Reminder
  Required
- Starting On
  Required
- End Time
  Required
- Related To
- Related To Type
- Attendee Users
- Attendee Contacts
- Attendee Candidates
- Owner
- Created By
Action
Write
Add Task
Add a new Task.
Action
Write
- Candidate Slug
  Required
- Job Slug
  Required
Action
Write
- Slug of Contact
  Required
- Opt Out Status
  Required
Action
Write
- Placement ID
  Required
Action
Write
- Sequence ID
  Required
- Prospect Slug
  Required
- Enrolled by
Action
Write
- Candidate Slug
  Required
Action
Write
- Companies Slug
  Required
- Mark Contact Available
- Mark Candidate Available
Action
Write
- Contact Slug
  Required
Action
Write
- Candidate Slug
  Required
- Job Slug
  Required
Action
Write
- Prospect Slug
  Required
- Unenrolled by
Action
Write
- Candidate Slug
  Required
Action
Write
- Candidate Slug
  Required
- Job Slug
  Required
- Candidate's Visibility
  Required
Action
Write
- Contact Slug
  Required
Action
Write
- Hotlist ID
  Required
Action
Write
- Job Slug
  Required
Action
Write
- Note ID
  Required
Action
Write
- Task ID
  Required
Action
Write
- Call Direction
- Associated entity's slug
  Required
- Associated entity's Name i.e. candidate/ company/ contact/ job
  Required
- Call Started From Date
- Call Started To Date
- Call Updated From Date
- Call Updated To Date
- Expand Entities
Action
Search
- Company Name
- Company Slug
- Created From Date
- Created To Date
- Updated From Date
- Updated To Date
- Owner Id
- Owner Name
- Owner Email
- Marked as Off Limit
- Exact Search
- Expand Entities
Action
Search
- Deal Name
- Deal Stage
- Company Name
- Company Slug
- Contact Name
- Contact Slug
- Candidate Name
- Candidate Slug
- Job Name
- Job Slug
- Owner Name
- Closing From Date
- Closing To Date
- Added From Date
- Added To Date
- Updated From Date
- Updated To Date
- Deal Slug
- Owner Id
- Owner Email
- Archived
- Exact Search
- Expand Entities
Action
Search
- Associated entity's Name i.e. candidate/ company/ contact/ job
  Required
- Hotlist Name
- Shared
- Expand Entities
Action
Search
- Job title
- Company Name
- Job Slug
- Created From Date
- Created To Date
- Updated From Date
- Updated To Date
- Owner Id
- Owner Name
- Owner Email
- Exact Search
- Expand Entities
Action
Search
- Associated entity's slug
  Required
- Associated entity's Name i.e. candidate/ company/ contact/ job
  Required
- Added From Date
- Added To Date
- Updated From Date
- Updated To Date
- Expand Entities
Action
Search
- Task title
- Related To
  Required
- Related To Type
  Required
- Starting From
- Starting To
- Created From Date
- Created To Date
- Updated From Date
- Updated To Date
- Owner Id
- Owner Name
- Owner Email
- Expand Entities
Action
Search

New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Event
Triggers when a new event is created.
Trigger
Instant
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
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Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
Trigger
Instant
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New Workflow
Triggers when a new workflow is created.
Trigger
Instant
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- Household
  Required
- Member
  Required
- Title
  Required
Action
Write
- Related Contact
- Title
  Required
- Description
- Starts At
  Required
- Ends At
  Required
- All Day
- Category
- State
- Location
Action
Write
- Related Contact
- Name
  Required
- Description
- Target Close Date
  Required
- Probability
  Required
- Opportunity Stage
  Required
- Manager
- Amount
- Currency
- Kind
Action
Write
- Category
- Related Contact
- Type
- Name
  Required
- Due Date
  Required
- Description
- Assignment Type
  Required
- Complete
- Priority
Action
Write
- Workflow Template
  Required
- Linked to Type
  Required
- Linked to Id
  Required
- Label
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
Action
Search
Call Log Added
Triggers when a new call log is added.
Trigger
Instant
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Candidate Assigned
Triggers when a candidate is assigned to a job.
Trigger
Instant
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Candidate Added
Triggers when a new candidate is added.
Trigger
Instant
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Candidate Added Through Talent Pool
Trigger when a new candidate applied through Talent Pool.
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Instant
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Candidate Enrolled
Triggers when a candidate is enrolled
Trigger
Instant
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Candidate Offlimit Updated
Triggers when a new candidate is marked as offlimit or updated offlimit status.
Trigger
Instant
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Candidate Opted Out
Triggers when a candidate opts out of email
Trigger
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Pitch Stage Updated
Triggers when a candidate's pitch stage is updated.
Trigger
Instant
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Candidate Profile Update Requested
Triggers when a candidate profile update is requested.
Trigger
Instant
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Candidate Unenrolled
Triggers when a candidate is unenrolled.
Trigger
Instant
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Client Feedback Received
Triggers when a client feedback is recevied.
Trigger
Instant
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Company Added
Triggers when a new company is added.
Trigger
Instant
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Company Offlimit Updated
Triggers when a company is marked as offlimit or updated offlimit status.
Trigger
Instant
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Contact Available
Triggers when a contact is available.
Trigger
Instant
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Contact Deleted
Triggers when a contact is deleted.
Trigger
Instant
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Contact Offlimit Updated
Triggers when a contact is marked as offlimit or updated offlimit status.
Trigger
Instant
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Contact Opted Out
Triggers when a contact opts out of email
Trigger
Instant
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Contact Updated
Triggers when a contact is updated.
Trigger
Instant
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Deal Deleted
Triggers when a deal is deleted.
Trigger
Instant
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Deal Updated
Triggers when a deal is updated.
Trigger
Instant
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Hotlist Added
Triggers when a new hotlist is added.
Trigger
Instant
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Record Removed From the Hotlist
Triggers when a record is removed from the hotlist.
Trigger
Instant
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Invoice Added
Triggers when a new invoice is added.
Trigger
Instant
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Invoice Updated
Triggers when an invoice is updated.
Trigger
Instant
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Job Deleted
Triggers when a job is deleted.
Trigger
Instant
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Job Updated
Triggers when a Job is updated.
Trigger
Instant
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Meeting Added
Triggers when a new meeting is added.
Trigger
Instant
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Note Updated
Triggers when a note is updated.
Trigger
Instant
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Placement Deleted
Triggers when a placement is deleted.
Trigger
Instant
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Target Achived
Triggers when a target achived.
Trigger
Instant
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Task Added
Triggers when a new task is added.
Trigger
Instant
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- First Name
  Required
- Last Name
- Email
- Phone
- Gender
- Educational Qualification ID
- Educational Specialization
- Total Experience (Years)
- Date of Birth
- Profile Updated On
- Current Salary
- Salary Expectation
- Willing to Relocate
- Current Organization
- Current Organization Slug
- Current Employment Status
- Notice Period (Days)
- Currency ID
- Facebook Profile URL
- Twitter Profile URL
- LinkedIn Profile URL
- Github Profile URL
- Xing Profile URL
- City
- Locality
- State
- Country
- Full Address
- Relevant Experience (Years)
- Title
- Available From
- Salary Type ID
- Source
- Language Skills
- Skill
- Resume
- Avatar
- Owner
- Created By
- Candidate Summary
Action
Write
- First Name
  Required
- Last Name
- Title
- Email
- Phone
- Stage
  Required
- Company Slug
- City
- Locality
- Full Address
- Linkedin Profile URL
- Twitter Profile URL
- Facebook Profile URL
- Xing Profile URL
- Avatar
- Owner
- Created By
Action
Write
- Hotlist name
  Required
- Related Entity
  Required
- Share
  Required
- Created By
Action
Write
- Job Title
  Required
- Company Slug
  Required
- Contact Slug
- Secondary Contact Slug
- Note For Candidates
- Number Of Openings
- Minimum Experience (Years)
- Maximum Experience (Years)
- Minimum Annual Salary
- Maximum Annual Salary
- Salary Type
- Currency ID
- Job Status
- Job Status Comment
- City
- Job Skills
- Job Type
- Pay Rate
- Bill Rate
- Job Category
- Locality
- Country
- State
- Full Address
- Enable job application form
- Show Company Logo
- Educational Specialization
- Educational Qualification
- Job Description Text
- Job Application Form Questions
- Job Description File
- Owner
- Created By
- Target Companies
- Postal Code
Action
Write
- Note Type
- Note Description
  Required
- Related Entity
- Related To
- Created By
Action
Write
- Hotlist ID
  Required
- Entity Slug
  Required
Action
Write
- Slug of Candidate
  Required
- Opt Out Status
  Required
Action
Write
- ID
  Required
Action
Write
- Sequence ID
  Required
- Prospect Slug
  Required
- Enrolled by
Action
Write
- ID
  Required
Action
Write
- Candidates Slug
  Required
- Status Id
  Required
- End Date
  Required
- Reason
Action
Write
- Companies Slug
  Required
- Status Id
  Required
- End Date
  Required
- Reason
- Mark Contact Off Limit
  Required
- Mark Candidate Off Limit
  Required
Action
Write
- Contact Slug
  Required
- Status Id
  Required
- End Date
  Required
- Reason
Action
Write
- Prospect Slug
  Required
- Unenrolled by
Action
Write
- Call Log ID
  Required
Action
Write
- Candidate Slug
  Required
- Job Slug
  Required
- Status ID
  Required
- Remark
- Stage Date
- Create Placement
Action
Write
- Company Slug
  Required
Action
Write
- Deal Slug
  Required
Action
Write
- ID
  Required
Action
Write
- Meeting ID
  Required
Action
Write
- Placement ID
  Required
- Expand Entities
Action
Write
- File
  Required
- Related Entity
  Required
- Related To
  Required
- Created By
- Folder
Action
Write
- First Name
- Last Name
- Email
- LinkedIn Profile URL
- Contact Number
- Candidate Slug
- State
- Country
- Created From Date
- Created To Date
- Updated From Date
- Updated To Date
- Owner Id
- Owner Name
- Owner Email
- Marked as Off Limit
- Exact Search
- Expand Entities
Action
Search
- First Name
- Last Name
- Email
- LinkedIn Profile URL
- Company Name
- Contact Number
- Company Slug
- Contact Slug
- Created From Date
- Created To Date
- Updated From Date
- Updated To Date
- Owner Id
- Owner Name
- Owner Email
- Marked as Off Limit
- Exact Search
- Expand Entities
Action
Search
- Enrollment ID
- Sequence ID
- Slug of Prospect
- Prospect Type
- Enrollment Status
- Expand Entities
Action
Search
- Issue Date From
- Issue Date To
- Due Date From
- Due Date To
- Invoice ID
- Status
- Created By
- Associated Contact Slug
- Associated Candidate Slug
- Associated Job Slug
- Associated Deal Slug
- Associated Company Slug
- Sort By
- Sort Order
Action
Search
- Meeting title
- Related To
  Required
- Related To Type
  Required
- Starting From
- Starting To
- Created From Date
- Created To Date
- Updated From Date
- Updated To Date
- Owner Id
- Owner Name
- Owner Email
- Expand Entities
Action
Search
- Placement ID
- Candidate Name
- Candidate Slug
- Company Name
- Company Slug
- Job Name
- Job Slug
- Deal Name
- Deal Slug
- Contact Name
- Contact Slug
- Created From Date
- Created To Date
- Created By User ID
- Created By Name
- Created By Email
- Exact Search
- Sort By
- Sort Order
- Limit
- Expand Entities
Action
Search
- First Name
- Last Name
- Contact Number
- Email
- User Id
- Expand Team
Action
Search

About Recruit CRM

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

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CRM (Customer Relationship Management)

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