How to connect RoboRecruiter Application + Microsoft Dynamics 365 CRM
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- List of CampaignsTriggers when a new campaign is added.Trigger
- Get Candidates From a CampaignTriggers when a new Candidate takes an action on the campaign. You have many options that you can pick from the process the candidate. You can refer to our API to see what your options would be:Trigger
- List All Updated CandidatesTriggers when a candidate responds to any campaign within the organization.Trigger
- Get Modified Candidates and Specify Which Fields to ReturnTriggers when something changes on a candidate record. You can then send to reports OR send to an ATS. Nice to use when you are not looking for a specific Campaign.Trigger
- Edit a CandidateThis will edit a Candidate based on specifying a field name and the profile ID.Action
- Relaunch a Campaign to a Set of Candidate ID'sThis will Relaunch a campaign to a set of Candidate ID'sAction
- Get All the Email and SMS UnsubscribesGo out and get all the unsubscribesAction
- Upload Candidates to RoboRecruiterThis will upload people to RoboRecruiter. One you have uploaded it will return a list of Profile_ID's. You can use those ID's to send the person to a campaign.Action
- RoboRecruiter Application
This will return a candidate details when you pass it an id
Scheduled
Action
- Microsoft Dynamics 365 CRM
Triggers when a new account is created.
Scheduled
Trigger
- Microsoft Dynamics 365 CRM
Triggers when a new contact is created.
Scheduled
Trigger
- Microsoft Dynamics 365 CRM
Triggers when a contact has been updated.
Scheduled
Trigger
- Microsoft Dynamics 365 CRM
Triggers when a new lead is created.
Scheduled
Trigger
- Microsoft Dynamics 365 CRM
Triggers when a lead has been updated.
Scheduled
Trigger
- Microsoft Dynamics 365 CRM
Triggers when a new opportunity is created.
Scheduled
Trigger
- Microsoft Dynamics 365 CRM
Triggers when an opportunity has been updated.
Scheduled
Trigger
- Microsoft Dynamics 365 CRM
Creates a new account.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Creates a new contact.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Creates a new lead.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Updates an account.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Updates a contact.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Updates a lead.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Finds an account by name.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Finds a contact by email address or other searchable field.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Finds a lead by email address or other searchable field.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Finds an opportunity by subject or other searchable field.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Finds an account by name.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Finds a contact by email address or other searchable field.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Finds a lead by email address or other searchable field.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Finds an opportunity by subject or other searchable field, or creates the opportunity if it does not exist.
Scheduled
Action
How RoboRecruiter Application + Microsoft Dynamics 365 CRM Integrations Work
- Step 1: Authenticate RoboRecruiter Application and Microsoft Dynamics 365 CRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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