Recruitee + Wealthbox CRM

Recruitee + Wealthbox CRM integrations

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.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Create CandidateCreates a candidate.
ActionWrite

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More things you can do with Wealthbox CRM and Recruitee

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

New Comment
Triggers when a new comment is created.
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Instant
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- Plan Limitation
Trigger
Instant
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New Note
Triggers when a new note is created.
Trigger
Instant
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New Project
Triggers when a new project is created.
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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Workflow Step Complete
Triggers when an existing workflow step is completed.
Trigger
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
- Company Account
  Required
- Job Opening
- Talent Pool
Trigger
Instant
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- Company Account
  Required
- Job Opening
- Disqualify Reason
Trigger
Instant
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- Company Account
  Required
- Job Opening
Trigger
Instant
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- Company Account
  Required
Trigger
Instant
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- Company Account
  Required
Trigger
Instant
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- 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

New Contact
Triggers when a new contact is created.
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Instant
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New Event
Triggers when a new event is created.
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Instant
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New Opportunity
Triggers when a new opportunity is created.
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Instant
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Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
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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
- Company Account
  Required
- Job Opening
Trigger
Instant
Try It
- Company Account
  Required
Trigger
Instant
Try It
- 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
Try It
- 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

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 Wealthbox CRM

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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