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Recruitee + Wealthbox CRM

Create new Recruitee candidates from new Wealthbox CRM contacts

Effortlessly add new Wealthbox CRM contacts to your recruiting pipeline with this seamless automation. When a new contact is created in Wealthbox CRM, this workflow will create a new candidate profile in Recruitee, ensuring a smooth transition between your CRM and talent acquisition process. Stay organized and boost your recruiting efficiency with this easy-to-use integration.

Effortlessly add new Wealthbox CRM contacts to your recruiting pipeline with this seamless automation. When a new contact is created in Wealthbox CRM, this workflow will create a new candidate profile in Recruitee, ensuring a smooth transition between your CRM and talent acquisition process. Stay organized and boost your recruiting efficiency with this easy-to-use integration.

  1. When this happens...
    Wealthbox CRMWealthbox CRM
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    RecruiteeRecruitee
    Create Candidate

    Creates a candidate.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Wealthbox CRM triggers, actions, and search

    New Comment

    Triggers when a new comment is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    New Event

    Triggers when a new event is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    New Opportunity

    Triggers when a new opportunity is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    Task Complete

    Triggers when a Task has been completed. Non-repeating tasks only.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    New Note

    Triggers when a new note is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    New Project

    Triggers when a new project is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    New Task

    Triggers when a new task is created.

    Trigger
    Instant
    Try It
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recruitee logo

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 more

Related categories

  • HR Talent & Recruitment
wealthbox logo
wealthbox logo

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Learn moreHelp

Related categories

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