Recruitee + Redtail CRM

Create new Recruitee candidates from newly created Redtail CRM contacts

Easily streamline your recruitment process with this automation between Redtail CRM and Recruitee. Whenever a new contact is created in Redtail CRM, a candidate profile will be generated in Recruitee, ensuring that you never miss out on potential talent. Say goodbye to manual data entry and focus on finding the best candidates for your team.

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

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More things you can do with Redtail CRM and Recruitee

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

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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- Linked To
Trigger
Polling
Try It
Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
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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
- Keywords
- 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
- Search Instructions
- Search Start Date
  Required
- Search End Date
  Required
- Subject
- Contact ID
- Users
Action
Search
- Search Instructions
- Search Start Date
  Required
- Search End Date
  Required
- Subject
  Required
- Contact ID
- Users
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Search or write
- Company Account
  Required
- Job Opening
Trigger
Instant
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- Company Account
  Required
Trigger
Instant
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- Company Account
  Required
- Job Opening
- Job Opening Stage
Trigger
Instant
Try It
- Company Account
  Required
Trigger
Instant
Try It
- Company Account
  Required
- Job Opening
- Talent Pool
Trigger
Instant
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- Company Account
  Required
Trigger
Instant
Try It
- Company Account
  Required
- Job or Talent Pool?
  Required
- Text
  Required
- Private note?
Action
Write
- Company Account
  Required
- Candidate
  Required
- Job or Talent Pool?
  Required
Action
Write
- Company Account
  Required
- Title
  Required
- Country
  Required
- State/Region
  Required
- City
  Required
- ZIP code
  Required
- Description
  Required
- Requirements
  Required
- Status
  Required
- Department
- Followers
Action
Write
- Company Account
  Required
- Title
  Required
- Description
- Department
- Followers
Action
Write
- Company Account
  Required
- Candidate
  Required
- Full Name
- Photo
- Tags
- Email
- Phone
- Social
- Link
- Sources
- Cover letter
- CV
- Followers
Action
Write
- Company Account
  Required
- Full Name
- Email
- Phone
- Job Opening
- Talent Pool
- Job Opening Stage
- Tags
Action
Search
- Company Account
  Required
- Candidate ID
  Required
- Job Opening
  Required
Action
Search
- Company Account
  Required
- Candidate
- Title
  Required
- Assignees
Action
Search
- Company Account
  Required
- Title
  Required
- Scope
  Required
- Country
  Required
- State/Region
  Required
- City
  Required
- ZIP code
  Required
- Description
  Required
- Requirements
  Required
- Status
  Required
- Department
- Followers
Action
Search or write
- Company Account
  Required
- Candidate
- Title
  Required
- Assignees
- Description
- Due Date
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
Try It
Contact Updated
Triggers when an existing contact is updated 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
Try It
- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Keywords
- 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
- Search Instructions
- Name
- Email
- Phone Number
Action
Search
- Search Instructions
- Name
- Email
- Phone Number
- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Keywords
- 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
Search or write
- Company Account
  Required
- Job Opening
- Talent Pool
Trigger
Instant
Try It
- Company Account
  Required
- Job Opening
- Disqualify Reason
Trigger
Instant
Try It
- Company Account
  Required
- Job Opening
Trigger
Instant
Try It
- Company Account
  Required
Trigger
Instant
Try It
- Company Account
  Required
Trigger
Instant
Try It
- Company Account
  Required
- Candidate
  Required
- Text
  Required
- Private note?
Action
Write
- Company Account
  Required
- Candidate
  Required
- Tags
  Required
Action
Write
- Company Account
  Required
- Full Name
  Required
- Photo
- Job Opening
- Tags
- Email
- Phone
- Social
- Link
- Sources
- Cover letter
- CV
- Followers
Action
Write
- Company Account
  Required
- Job Opening
  Required
- Candidate
  Required
- Run automated actions?
Action
Write
- Company Account
  Required
- Candidate
- Title
  Required
- Description
- Due Date
- Assignees
Action
Write
- Company Account
  Required
- Task
  Required
- Candidate
- Title
  Required
- Description
- Completed
- Due Date
- Assignees
Action
Write
- Company Account
  Required
- Title
  Required
- Scope
  Required
Action
Search
- Company Account
  Required
- Title
  Required
- Scope
  Required
Action
Search
- Company Account
  Required
- Full Name
  Required
- Email
- Phone
- Job Opening
- Talent Pool
- Job Opening Stage
- Tags
- Photo
- Job Opening
- Social
- Link
- Sources
- Cover letter
- CV
- Followers
Action
Search or write
- Company Account
  Required
- Title
  Required
- Scope
  Required
- Description
- Department
- Followers
Action
Search or write

About Recruitee

Recruitee is an all-in-one hiring platform for teams of all sizes, that includes employer branding, job promoting, talent sourcing, and applicant tracking.

Learn moreLearn moreHelpHelp

Related categories

HR Talent & Recruitment

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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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